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?
Who is Participating?
Steven HarrisConnect With a Mentor PresidentCommented:
I have attached an example sheet for you.  Notice I have two tabs, Data and CRM.

I used the VLOOKUP formula:

=VLOOKUP(A2:A11, CRM!A$2:B$11, 2)

In column D to match the Company Name and retrieve the Account Manager.

Let me know if you have any problems or questions!
Steven HarrisPresidentCommented:
Do you have an example sheet or can you explain how the fields are laid out and what the expected outcome is?
active8itAuthor Commented:
its just basic columns with standard details i.e. A> company name B> address line 1 C>phone

then each row is a obviously a new company record
Build your data science skills into a career

Are you ready to take your data science career to the next step, or break into data science? With Springboard’s Data Science Career Track, you’ll master data science topics, have personalized career guidance, weekly calls with a data science expert, and a job guarantee.

Steven HarrisPresidentCommented:
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?
active8itAuthor Commented:
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
Steven HarrisPresidentCommented:
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?
active8itAuthor Commented:
perfect just what i needed
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

All Courses

From novice to tech pro — start learning today.