Using and Configuring CRM Update Import Tool
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Below are the screenshot steps we need to follow to use the tool:
- To create a connection with CRM, Click Login to CRM and add your CRM organization information
- Once the connection is established, select Entity and select the list of desired Attributes.
- Get from CRM: Click here to show the data from CRM in the Grid
- Export To Excel: Click here to Export the data from CRM to Excel file by providing the file.
- Get From Excel: Click here and choose a source Excel file, and it will display the data from Excel file in the Grid.
- Export to CRM: Click here and choose a source Excel file and it will Import the Data from Excel back in CRM in the selected Entity. (Keep Note that the column names in Excel file should match the Schema name in CRM)