Current version: CRM online 2015 Update 1
This is exactly what I am trying to do but instead of updating contacts, I am updating accounts to different owners due to territory realignment. I can't use the bulk edit feature or the assign feature because the account ownership changes are very complex.
I have already exported the accounts via static worksheet and updated the owner column to reflect the new account owner in the exported excel file. I am ready to import the data back into CRM but like Deepak, I am also VERY concerned with importing the data back in CRM and creating duplicates.
Here is what I need clarification and assistance on:
When I exported the static worksheet it hid the columns A-D Column headers A-D listed below.
(Do Not Modify) Account
(Do Not Modify) Row Checksum
(Do Not Modify) Modified On
Created On
I am ready to import the static worksheet back into CRM. I have chosen the import XML worksheet method, choose the Account Record type, automatic mapping and now have paused my efforts because of the fear of creating duplicates.
Three of the four columns did not map automatically and it is directing me to map the unmapped fields which are the columns A-C.
Column D- "Created On", mapped just fine. The other three listed below did not map automatically.
Column A- (Do Not Modify) Account
Column B- (Do Not Modify) Row Checksum
Column C- (Do Not Modify) Modified On
Looking at Column A- "(Do Not Modify) Account" field is that the "Account (Primary Key)" field?
I don't see anything that can map to Column B- "(Do Not Modify) Row Checksum" or Column C- "(Do Not Modify) Modified On" fields
I just want to update the account owner which mapped automatically.
Please help! I need to get this done ASAP as well. I attached some images to give you an idea.
Thanks in advance,
Tashia
