使用Excel 2013 Online中的新列从Excel工作表导入数据 [英] Import data from excel sheet with new columns in CRM 2013 Online

问题描述

我以前将数据从excel工作表导入到CRM中，其中包含大约十二列。当时，其中一些列为空。现在，Excel工作表已更新为在以前为空的列中包括值。
如何仅导入excel工作表中的那些新更新的列以更新其各自的CRM记录？他们是否可以在不创建重复项的情况下导入它们，又不会弄乱CRM中的记录？

I previously imported data from an excel sheet into CRM that had around a dozen columns in it. At that time some of those columns were empty. Now that excel sheet has been updated to include values in those previously empty columns. How do I import only those newly updated columns in excel sheet to update their respective CRM records? Is their a way of importing them without creating duplicates and anyway messing up the records in CRM?

推荐答案

要做的就是使用新列以及标识行所需的任何列来运行高级查找。接下来，将页面中的所有行导出到Excel，然后选中相应的框以使行可导入（请参见所附的屏幕截图）。。

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).

最后，将列的数据放入相应的列中，然后导入电子表格。

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

这可能是通过数据导入实用程序更新现有记录的最佳方法。

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

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