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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Update Records using i...
Microsoft Dynamics CRM (Archived)

Update Records using import

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Posted on by Drew Inc. 1,680

Hello,

We have a requirement, which is very very minute one. Client sent updated information for accounts(which already exists in system) in the excel sheet. Is it possible to update data from excel sheet, without using the export for re-import? Just want to avoid the manual work.

Thanks

Drew

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  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Update Records using import

    No, you can't if you want to update data through import you have to export and merge your changes and re-import it.

  • Drew Inc. Profile Picture
    Drew Inc. 1,680 on at
    RE: Update Records using import

    I found workaround, but i might not go with this. Here is the link

    www.powerobjects.com/.../updating-records-in-microsoft-dynamics-crm

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Update Records using import

    Hi,

    There is no out of the box way for your requirement (you have to export, make changes and then re-import to update records). However, you can create a small console application that can read the excel file, match the record based on some unique identifier and update the records in CRM.

  • Anneke DB Profile Picture
    Anneke DB 215 on at
    RE: Update Records using import

    Hi all
    How can I re-import with updating the existing records? I don't have a "enrich data" checkbox...

    I'm working in CRM online.

    Thank you,

    KR,

    Anneke

  • Community Member Profile Picture
    Community Member on at
    RE: Update Records using import

    I tried merging and importing but it shows 0 in the Success, Partial Failures and Errors section.

  • Community Member Profile Picture
    Community Member on at
    RE: Update Records using import

    Yes , even i faced the same issue . I updated a record in PriceListItem and imported it back to CRM 2011 , Looks like its taking that import as "Import Create"phase but not "Update Import " . How to update records and import in MS CRM 2011?

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