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Update account using import

Posted on by Microsoft Employee

is it possible to update accounts using  a simple import from csv

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Update account using import

    Thank you  

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Update account using import

    Thank you

  • Suggested answer
    J Matlon Profile Picture
    J Matlon 1,465 on at
    RE: Update account using import

    If you were to get an export of your accounts from CRM, and check the "Make this data available for re-importing..." checkbox, then you could copy/paste your changes from your CSV to your export and re-import when you're done. This would allow you to update accounts through an import.

    Otherwise, you can't import your CSV as-is. You'd have to use other tools, like Scribe (http://www.scribesoft.com/) to import a CSV.

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