Reputation: 15
I have a situation where I have imported a bulk file of the Account and Contact records into CRM 13, and duplicate detection has kicked back a lot of the info for Contacts as failed because of duplicate data that ties back to the Account record.
Here are the steps I took:
I hope this makes sense. I can try to clarify, if need be. Thanks for any help you guys can provide.
Upvotes: 0
Views: 215
Reputation: 392
You could do an export of the records from CRM, then use VLOOKUP in Excel to compare the difference in records, then import the difference to CRM again.
Upvotes: 2
Reputation: 1888
The issue seems to be related to the fact that whichever column you are using to match the account to the contact, there are multiple account records that match the criteria.
What I would suggest is ensuring that whatever you are using to identify account, that each value cannot resolve to more than one record. You could create a data map that resolves the account by something unique like account number.
Look at step #6 in the following example: https://www.powerobjects.com/blog/2011/12/15/importing-lookup-values-using-crm-2011-data-import-wizard/
Upvotes: 0