Solved

Crm export to match fields on excel sheet

Posted on 2014-01-24
7
535 Views
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?
0
Comment
Question by:active8it
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 4
  • 3
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?
0
 
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
0
 
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?
0
Turn Insights Into Action

You’ve already invested in ITSM tools, chat applications, automation utilities, and more. Fortify these solutions with intelligent communications so you can drive business processes forward.

With xMatters, you'll never miss a beat.

 
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
0
 
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?
0
 
LVL 18

Accepted Solution

by:
Steven Harris earned 500 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
0
 
LVL 2

Author Closing Comment

by:active8it
ID: 39820221
perfect just what i needed
0

Featured Post

Optimizing Cloud Backup for Low Bandwidth

With cloud storage prices going down a growing number of SMBs start to use it for backup storage. Unfortunately, business data volume rarely fits the average Internet speed. This article provides an overview of main Internet speed challenges and reveals backup best practices.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

When you see single cell contains number and text, and you have to get any date out of it seems like cracking our heads.
How to get Spreadsheet Compare 2016 working with the 64 bit version of Office 2016
Viewers will learn how to use the UPDATE and DELETE statements to change or remove existing data from their tables. Make a table: Update a specific column given a specific row using the UPDATE statement: Remove a set of values using the DELETE s…
Excel styles will make formatting consistent and let you apply and change formatting faster. In this tutorial, you'll learn how to use Excel's built-in styles, how to modify styles, and how to create your own. You'll also learn how to use your custo…

690 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question