Import data from excel sheet with new columns in CRM 2013 Online

♀尐吖头ヾ 提交于 2019-12-02 06:42:00

One to do would be to run an advanced find with the new columns plus any columns that you would need to identify the rows. Next, export to Excel all of the rows from the page and check the box to make the rows importable (see attached screenshot)

.

Finally, put the data for the columns into the appropriate columns and then import the spreadsheet.

This is probably the best way to update existing records through the data import utility.

As long as the data being exported and added to the Excel file is under the 8 MB size limit, you could get all records exported if you marked the "Static worksheet with records from all pages in the current view" while also keeping the "Make this data available for re-importing by including required column headings" checked as seen in the screen shot in the answer here.

易学教程内所有资源均来自网络或用户发布的内容,如有违反法律规定的内容欢迎反馈
该文章没有解决你所遇到的问题?点击提问,说说你的问题,让更多的人一起探讨吧!