Welcome to Good Training Sign in | Become a member - FREE!
 

Update Saleslogix from spreadsheet

Last post 12-01-2011, 2:29 PM by Dale Richter. 1 replies.
Sort Posts:
  •  12-01-2011, 2:19 PM 2808

    Update Saleslogix from spreadsheet

    We have a spreadsheet with 12,000+ records.  We need to search for and compare its columns like Account, Phone, Address, City, State, Zip, Contact First, Contact Last, Mailing Status and Chapter Name against Saleslogix, and update or add where necessary.  Does anyone have a suggestion to best accomplish this?

    Thanks!

  •  12-01-2011, 2:29 PM 2809 in reply to 2808

    Re: Update Saleslogix from spreadsheet

    The Contact/Account import wizard does not have a compare or update feature. However, you could import all of the records and then run the Merge/Purge wizard, which will compare all records in your database.

    You could do a practice run on a test database, to see if this method would work for you.

     

    Thanks

    Dale Richter

View as RSS news feed in XML