Refreshing CRM's Account and Contact list with new data
Hi Folks, I am very new to CRM and was tasked with a new job of refreshing our CRM's account and contact listing.
We get a new list in Excel every now or so from a commercial vendor that compiles list of companies and key contacts and sends it out to subscribers.
I cleaned out this Excel data so there is a:
1) Contact List
2) Account List
3) Contact + Account
that can be directly mapped to fields in CRM.
What I need to do is, make sure none of our existing data is deleted. If there is a matching account (eg. company A) then only the phone no, address, website will be updated. If there is a matching contact again do the same.
If there is no matching account in CRM, then create new account and all corresponding contacts.
Anyone done something similar, can you please suggest the optimal way to go around this? Thank.
Hi
When you do an import in On demand , you can select the appropriate choice in the Step 1 of your import wizard.
you can select to import the account with the on demand predefined fields where in you can import via account and location.
In case when duplicate is found you can opt for a overwrite of existing records and when no duplicate is found then you can ask for a new record creation.
the same way you can do for contacts.
By this method you can be sure that records are not lost and new records are created if there is no existing record.\
hope this helps.
-MR
Similar Messages
-
How can I sync up MAC calendar And Contact List with MS Outlook?
I need help in syncing up my Calendar and Contact list, ( version 7.0), with MS Outlook (2011 Version: 14.3.2)?
Thank you for any help.What Mac do you running what version of OS X?
-
How do I transfer my account and song list to new laptop please?
Hi, can any on help me! I am unsure how to transfer my existing itunes library to a new laptop? Thanks in advance.
Syncing to a "New" Computer or replacing a "crashed" Hard Drive: Apple Support Communities
-
How can I move my contact list to new ID account and question about updating iOS
How can I move my contact list to new ID account?
And should I update my iOS system ?Hello Godde
Lets start with checking out the articles below for setting up Family Sharing and more information about Apple ID’s. I will say that you will not be able to transfer any purchases to a different Apple ID, but you can rename the Apple ID. If you want to use Family Sharing, then you will need to just create a new iCloud account and then follow the steps in the second article to start sharing content between you to.
Using your Apple ID for Apple services
http://support.apple.com/kb/HT4895
Sharing purchased content with Family Sharing
http://support.apple.com/kb/HT201085
Regards,
-Norm G. -
How do I combine my iphone contact list with my laptop pc contact list? And how does it handle duplicates that have different information?
How do I merge my iphone calendar appointments/alerts with my laptop pc calendar appointments/alerts? And how does it handle duplicates?
I do not need anything to change on my email that is working fine on both.gspielman,
Help has arrived to assist you with getting those contacts on both your devices. The Verizon cloud service is definitely a great tool to use and you can also use Apple iCloud as well. When you sign into the Verizon cloud on your iPad does it give an option or message to restore?
CandiceH_VZW
Follow us on Twitter @VZWSupport -
i am trying to update my husbands ipone with out deleting the information an his phone like his mail account and contacts can this be done
can this be done
Of course. That's standard behavior. -
Can I share my contacts list with family members?
can I share my contacts list with family members in the same way as sharing tunes and photos? If so how do I go about setting this up?
Perhaps you should read these Apple documents about what is stored by iCloud. The following is from this Apple document: iCloud: iCloud storage and backup overview:
Your iCloud account includes 5 GB of free storage for iCloud Mail, Documents in the Cloud, and your iOS device backups. Your purchased music, apps, books, and TV shows, as well as your photo stream, don’t count against the 5 GB of free storage ........
Here’s what iCloud backs up:
Purchased music, movies, TV shows, apps, and booksPurchased music isn’t backed up in all countries. Purchased movies and TV shows are backed up only in the U.S. Previous purchases may be unavailable if they have been refunded or are no longer in the iTunes Store, App Store, or iBookstore. Some previously purchased movies may not be available in iTunes in the Cloud. A movie’s product details page in the iTunes Store shows if the movie is unavailable.
Photos and videos in your Camera Roll
OT -
Marketing Attributes for account and Contact
Hi,
I am looking at Marketing Attributes of an Account. They are fine.
And I am looking at Marketing attributes of an Contact for this account. But these values are different from Account Marketing Attributes.
They are not same...can you please let me know..when they will bcome same (for Account and his contact).
And when I create lead(campaign)...will these attributes changes for Account and Contact?
Please let me know...as I am very new to CRM Marketing.
Thanks,
SandeepHi,
If the marketing attribute set is created with assignment to bith Accounts and Contacts.. the same would be visible through out.
If u want different set of attributes for contacts and accounts, define multiple marketing attributes and select the checkbox for availability in either contacts or accounts and not both. -
How do i sync windows 7 contact list with iphone
How do I sync Windows 7 contact list with iphone?
If both computers are running Lion the easiest way would be to sign up for a free iCloud account and let Apple do it for you via the cloud.
-
How to do reconciliation for Accounts and Contacts import job in sales cloud
Hello,
We have imported Accounts and Contacts data from Siebel CRM to Sales Cloud using File based import. Looking at the log file we noticed that data successfully imported into sales cloud. Now we want to reconcile it at database level by doing query to make sure that data got correctly populated into respective table and columns.
Could you pls let us know the table name for contact entity where all the related data along with primay field resides so we can verify the correctness of data that got imported.
Appreciated your quick response.
Thanks,
ParagTry looking in RSA7 and see if there are transactions posted there. If so, maybe you did not use the right parameters in RSA3. Make sure you select Update Mode = D and you select the right Target system.
Hope this helps.
BTW, leave the ERDAT selection field blank.
Edited by: Geo on Mar 20, 2008 11:37 AM -
How to move iPhone contact list with custom ringtones to OS X server Contacts?
I have recently setup a new Mac Pro, Mid 2012, running Mavericks OS X Server. I was previously syncing through iTunes on Snow Leopard, 10.6...
Due to the changes in Mavericks WRT iTunes address book syncing, I want to setup Contacts in Server, as I do not want to use iCloud. I tried using the Address Book sync on my MacBook Pro, but that doesn't appear to save any custom ringtone data. I setup Contacts in Server & I moved the current address book to Mavericks, but dragging the contacts into the Server list in Contacts generates warnings, "Some contacts could not be copied to the server" and then sometimes starts duplicating the groups and contacts. The system log has some errors that seem related (system & user munged):
Jan 1 22:44:46 system.sub.domain Contacts[3203]: Error reading store metadata: Error Domain=NSCocoaErrorDomain Code=260 "The file \u201cAddressBook-v22.abcddb\u201d couldn\u2019t be opened because there is no such file." UserInfo=0x60000047ec80 {NSURL=file:///Users/kilroy/Library/Application%20Support/AddressBook/Sources/4 233913F-017D-4AA5-887A-E0957EECA4B0/AddressBook-v22.abcddb}
Jan 1 22:44:46 system.sub.domain Contacts[3203]: Database file is empty: /Users/kilroy/Library/Application Support/AddressBook/Sources/4233913F-017D-4AA5-887A-E0957EECA4B0/AddressBook-v2 2.abcddb
Jan 1 22:44:46 system.sub.domain Contacts[3203]: Failed adding account: The operation couldn\u2019t be completed. (AppleInternetAccountsErrorDomain error 13.)
AddressBook-v22.abcddb, does exists, T/S of 22:44. Maybe the above is actually a warning that it created the file? ... except the Failed adding account doesn't sound good.
Jan 1 23:30:37 system.sub.domain Contacts[7073]: [CardDAVPlugin-ERROR] -_handleCompletedAction:(null) href:https://[email protected]:8443/addressbooks/__uids__/85897855-A1A7-4846-8134-65C7619EE3B8/addressbook/677 0d3b722f65b9d1657bb55412ad071.vcf localETag:"29b0055eeb14610abbb7d2808c08e540" errorItem:(null) error:(null); NIL href or action
Jan 1 23:30:38 system.sub.domain Contacts[7073]: [CardDAVPlugin-ERROR] -_handleCompletedAction:(null) href:https://[email protected]:8443/addressbooks/__uids__/85897855-A1A7-4846-8134-65C7619EE3B8/addressbook/1ca 7c41d318c83472743fad0400ecdd3.vcf localETag:"aa2b10b8148984374a2117e87444f4d0" errorItem:(null) error:(null); NIL href or action
Jan 1 23:30:38 system.sub.domain Contacts[7073]: [CardDAVPlugin-ERROR] Exception caught while running sync with server: Error Domain=CoreDAVErrorDomain Code=1 "The operation couldn\u2019t be completed. (CoreDAVErrorDomain error 1.)"
1 23:30:41 system.sub.domain Contacts[7073]: [CardDAVPlugin-ERROR] -_handleCompletedAction:(null) href:https://[email protected]:8443/addressbooks/__uids__/85897855-A1A7-4846-8134-65C7619EE3B8/addressbook/86b 4883827ee841f0e6d01893a8ae225.vcf localETag:"79e207a20cf8e7052decba4fe9e1e743" errorItem:(null) error:(null); NIL href or action
Jan 1 23:30:41 system.sub.domain Contacts[7073]: [CardDAVPlugin-ERROR] -_handleCompletedAction:(null) href:https://[email protected]:8443/addressbooks/__uids__/85897855-A1A7-4846-8134-65C7619EE3B8/addressbook/90c 4c7aa12d6cb1fa4d68b2748fde985.vcf localETag:"d4ca80d1e1ac5dc69e08db5c0cb18835" errorItem:(null) error:(null); NIL href or action
So the question is:
How to does one move or import iPhone contact list with custom ringtones to OS X server Contacts? ... and will Contacts save/preserve the ringtone settings?
Thankslsof is the standard tool for listing open files, although I'm not quite sure it'll do what you want.
It will list every open file used by every process on the machine, including many you don't expect. I don't know how it will present files opened by network users - whether they'll appear as owned by the file sharing process or not at all. Definitely one to try. -
How can I sync my yahoo mail contact list with my ipad2?
How can I sync my yahoo contact list with my iPad 2?
Found the answer from another discussion here and it did work in about 2 minutes:
in settings, click mail, contacts , calendars
you need to add two accounts:
one for mail as a Yahoo account
another per the instructions below
Yahoo syncs contacts by adding a CardDAV account:
Tap Mail, Contacts, Calendars
Tap Add Account
Tap Other and then tap Add CardDAV Account
For the Server you need to enter carddav.address.yahoo.com
Now type in the Yahoo! ID (full email address) and password you use to sign in to your Yahoo! Contacts
why not all in one? who knows!
Ps. You might have to do several tries with and without the .xxx extesion to the account name
Yahoo has multiples with att and all othr isp's -
How do i sync all my iphone 5g photos and contact to my new windows computer. I am following the itunes instructions but they don't seem to apply. In the source list click devices (so far so good) then click the entry for your iphone or ipod. that doesn't exist. HELP asap
hayley7070 wrote:
How do i sync all my iphone 5g photos and contact to my new windows computer. I am following the itunes instructions but they don't seem to apply
What instructions?
In the source list click devices (so far so good) then click the entry for your iphone or ipod. that doesn't exist. HELP asap
You don't import photos from the iPhone to your computer using iTunes.
See this -> iOS: Importing personal photos and videos from iOS devices to your computer
Note this only applies to photos taken with the iPhone. Any photos you previously added to your iPhone using iTunes should be copied from old computer to new computer. -
Iphoto app and Contacts List vanished
Dear Apple,
My iPhoto app and Contacts list have disappeared from both my desktop and my Time Machine ( recently restored my internal harddrive from external HD ).
1) Can I select just iPhoto for installation from the system disk ?
2) I can highlight my complete Contacts list from several weeks ago in Time Machine, but when restored to today, the desired target ( Contacts ) is grayed out. Do I need to create a temporary "Contacts*" app to be later renamed without a distinctive character ? I have created "Contacts" folder, which is unrecognized by Mail.
Any guidance would be appreciated.
Thanks !
Rob GlassThe iPhoto app needs to be reinstalled form its original source - either the restore disks that came with yoru computer, the pruchased iLife upgrade disks or the App store
TM questions are best ask in the forum for your OS
LN -
How to Edit Contact List with email
How to Edit Contact List with email ID in the heading
Regards,
Charles.KEeh? Can you please give some detail of what you're attempting to do ?
1. If any post helps you please click the below the post(s) that helped you.
2. Please resolve your thread by marking the post "Solution?" which solved it for you!
3. Install free BlackBerry Protect today for backups of contacts and data.
4. Guide to Unlocking your BlackBerry & Unlock Codes
Join our BBM Channels (Beta)
BlackBerry Support Forums Channel
PIN: C0001B7B4 Display/Scan Bar Code
Knowledge Base Updates
PIN: C0005A9AA Display/Scan Bar Code
Maybe you are looking for
-
How do I change a file from pdf to pages or word so I can edit it?
How do I change a pdf file to word/pages so I can edit it?
-
Filesystem abstraction in package management
Hey all .. just a thought I had the other night, wanted to share and get opinons on it. Probably not anything new, but I was wondering why some kinda filesystem abstraction layer couldnt be implemented in a package management system such as libalpm/p
-
"Invalid checksum" when downloading photoshop trial
I downloaded the download assistant, and then tried to download the 30 day free trial of photoshop, and after several hours of downloading it came up with: The following disk images couldn't be opened - DesignPremium_CS5_5 invalid checksum.... what d
-
my sister backed up her phone in icloud and now all my contacts are changed to hers. how do i get all my contacts back?
-
Importing PSD file - text not treated as vector
I need to import text from a PSD file from another editor into AE, but it's appearing as image text and not letting me select Continuous Rasterization for the layer. How can I do that?