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Crm export to match fields on excel sheet

Posted on 2014-01-24
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Last Modified: 2014-01-30
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?
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Question by:active8it
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7 Comments
 
LVL 18

Expert Comment

by:Steven Harris
ID: 39806342
Do you have an example sheet or can you explain how the fields are laid out and what the expected outcome is?
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LVL 2

Author Comment

by:active8it
ID: 39806359
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
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LVL 18

Expert Comment

by:Steven Harris
ID: 39806469
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?
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LVL 2

Author Comment

by:active8it
ID: 39806554
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
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LVL 18

Expert Comment

by:Steven Harris
ID: 39806626
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?
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LVL 18

Accepted Solution

by:
Steven Harris earned 2000 total points
ID: 39806650
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!
CRM-VLOOKUP.xlsx
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LVL 2

Author Closing Comment

by:active8it
ID: 39820221
perfect just what i needed
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