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Missing check box for re-importing when Exporting from CRM

  • 1.  Missing check box for re-importing when Exporting from CRM

    Posted Apr 30, 2020 10:56 AM
      |   view attached
    Anyone have this issue?  I am unclear how to export the data any other way to manipulate then re-import.

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    Lori McKienzie
    Bionix Development Corp
    Wesley Chapel FL
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Missing check box for re-importing when Exporting from CRM

    Posted May 01, 2020 02:15 AM
    Hi Lori

    Normally when You export a file, it contains 3 hidden files (Columns A, B and C) that are the values used by CRM to identify that this file is used for reimporting data. In old versions of CRM, You had to check the checkmark to get these columns in the exported excel sheet, but now it is included in all exports.

    So if You export data just for the purpose of creating a template that should be used for importing new records, You have to delete all the existing rows in that excel file before filling in new information for import. Otherwise You may risk to overwrite existing data when importing.

    Br.

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    Stig Højmark Jensen
    Kompan A/S
    Odense
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    Academy - Online Interactive Learning from Experts


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