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Uploading updates to contacts

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Posted on by jmancini77

Does anyone have any recent guidance on the "Upsert" question? -- I'm trying to bulk update a few fields in existing records in Dynamics any avoid creating duplicates.

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Inogic 521 on at

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RE: Uploading updates to contacts

Hi,

Follow the below steps to update the data without creating duplicates.

By using “EXPORT to EXCEL” option Export the data from the CRM.

Once exported, make the required changes in the file.

Upload the Excel file in the CRM back, while uploading you need to keep Allow Duplicates file OFF (as per below screen short)

This will update the existing records without creating duplicates of the record.

Hope this helps.

Thanks!
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Adrian Begovich 1,025 Super User 2025 Season 1 on at

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RE: Uploading updates to contacts

Hi jmancini77,

I recommend using the Upsert action in the CDS/CRM Destination Component found in the KingswaySoft SSIS Integration Toolkit for Microsoft Dynamics 365.
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ankit_singhal 560 on at

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RE: Uploading updates to contacts

First you need to export all the data from the crm in Excel then update same Excel file and re import it in crm. It will upsert the records

or you can use Kingswaysoft tool to upsert the records