Hi All,
I would like to provide small Info regarding How to Update Address Records using Native Tool in CRM Online.
If you are using Native Tool to Import Accounts\Contacts
Records into Engage along with Addresses details of respective Accounts
\Contacts, Records will get successfully imported to Engage without any issues
., but Address Info will not show in Address Sub-Grid cause Mail Type and
Address Number are not updated while Importing Accounts\Contacts as shown
below.
As per CRM Configurations , Address Number , Address Type
and Mail Type has to be provided for Address Records in order to update Address
Relationships with specific Records like Account\Contact. Hence , below is the
option which you can use if you are Importing Accounts\Contacts Records using
Native Tool.
- Import Account\Contact
using Native along with Addresses details
- Using Advanced
Find , try to retrieve related Addresses for either
Accounts\Contacts as shown below :
- Retrieve associated
Accounts\Contacts Addresses and download the excel sheet with all the
required information.
- Create columns i.e. Mail
Type , Address Number and Address Type in Excel and update the values for
the same as per your requirement. Refer Screenshot below for Example.
- Reimport Address Records
so that existing records will get updated with mentioned info and
associated Addresses records will be displayed in Addresses Sub-grid.
Note :
- Once after exporting the
static excel data sheet – Do not remove columns ( A, B , C) as A holds
Primary Key Info and during Import Operation – CRM will perform Primary
Key check to verify if record already exists. If record already exists ,
record will just updated instead of creating new record.
Screenshot for Primary Key Column which is hidden in
sheet :
- Do Not use CSV file to
Upload data to Engage. Use Excel file to update Address Records as CSV upload
will try to create new records instead of updating existing ones. Excel
will successfully update existing records as shown below:
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