December 12, 2008 at 1:58 pm
I used to know how to do this, but after 20 years the old grey matter has forgotten.
I am doing a migration from Goldmine to CRM 4.0 and forgot to map the web site field.
CRM 4.0 does not allow single field import, only whole records.
I have my excel file with primary key, web site address and need to create a sql query to read the excel file and when the primary key matches, do a crm update, then loop to the next one till finished.
I can do this one at a time but have forgotten how to loop around.
Many thanks.
December 12, 2008 at 3:10 pm
While it may be possible to do this directly from excel, I would do it as follows:
Import the excel sheet as a table using the import wizard.
Update the original table using a normal update statement
Something like:
UPDATE YourTable
SET WebAddress = Excel.Webaddress
FROM YourTable Y INNER JOIN ExcelTable Excel ON Y.PrimaryKey = Excel.PrimaryKey
December 15, 2008 at 5:19 am
That worked great! Many Thanks.
I used a CSV input file.
Is it possible to read multiple CSV files by referencing a folder ?
I have a bunch of text files i need to import.
What would i do different ?
December 15, 2008 at 6:20 am
If it's something you need to do on a regular basis, you're probably going to want to look into setting up a bulk import job. I've never done one of these myself, so can't give you specific pointers, but I believe there are a lot of articles on setting them up.
December 15, 2008 at 6:23 am
ifila (12/15/2008)
That worked great! Many Thanks.I used a CSV input file.
Is it possible to read multiple CSV files by referencing a folder ?
I have a bunch of text files i need to import.
What would i do different ?
Have a look into this:
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