Crm export to match fields on excel sheet
We have a spreadsheet with fields such as company name, address, phone
and in crm its just account manager and company name
is there a way to export the data from crm and create a new column in the spreadhseet with the company name matched with the account manager?
and in crm its just account manager and company name
is there a way to export the data from crm and create a new column in the spreadhseet with the company name matched with the account manager?
Steven Harris
Do you have an example sheet or can you explain how the fields are laid out and what the expected outcome is?
ASKER
its just basic columns with standard details i.e. A> company name B> address line 1 C>phone
etc
then each row is a obviously a new company record
etc
then each row is a obviously a new company record
Let me try this another way:
1) Have you performed the Export from MD CRM to get the Account Manager and Company Name fields?
2) Once you have all of the data, we you need to combine them into one workbook.
3) After you have all data into one workbook, you can perform a VLOOKUP that will check the Company Name from the original data (excel worksheet), find the Company Name from the exported data (from CRM) and then place the Account Manager's name with it.
Does it look like we are on the same track?
1) Have you performed the Export from MD CRM to get the Account Manager and Company Name fields?
2) Once you have all of the data, we you need to combine them into one workbook.
3) After you have all data into one workbook, you can perform a VLOOKUP that will check the Company Name from the original data (excel worksheet), find the Company Name from the exported data (from CRM) and then place the Account Manager's name with it.
Does it look like we are on the same track?
ASKER
1.well not got the crm 2 columns exported yet but im guessing thats not too hard.
2. yes this is correct
3. yes spot on what i need
2. yes this is correct
3. yes spot on what i need
First you will need to the export. I am assuming you are CRM 2011 so you will need to navigate to the Accounts Tab > Data container and use Export to Excel. I am also going to assume this will be a one-time operation, so select the Export as a Static Worksheet.
Next, open the worksheet and copy the column contents to your first workbook where the additional data is stored. This can be in a separate Tab (sheet).
After you get the data in the same workbook, we would need the following:
1) The name of the two tabs (sheets) being used, "Data", and "CRM" for example.
2) On the Data Tab, What column will the Account Manager go into?
3) On the CRM Tab, What columns are the Company Name and Account Manager in?
Next, open the worksheet and copy the column contents to your first workbook where the additional data is stored. This can be in a separate Tab (sheet).
After you get the data in the same workbook, we would need the following:
1) The name of the two tabs (sheets) being used, "Data", and "CRM" for example.
2) On the Data Tab, What column will the Account Manager go into?
3) On the CRM Tab, What columns are the Company Name and Account Manager in?
ASKER CERTIFIED SOLUTION
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
ASKER
perfect just what i needed