I imported 900+ Accounts, but need to change the owner to an 'admin' account. Down the road, I will receive updated account info in a spreadsheet and will have to bulk update.
I tried creating a workflow to change the owner, but the 'owner' field was locked. I tried changing the restriction but it's still locked/uneditable. I was able to edit the owner using advanced find, but this was limited to 50 at a time b/c of the page display limit.
So I wanted to:
1. export to excel
2. update the owner/other account info
3. re-import to CRM, updating existing accounts
I exported to excel and I have 3 columns with these headings, and CRM generated unique ID numbers.
| (Do Not Modify) Account | |
| (Do Not Modify) Modified On | |
| (Do Not Modify) Row Checksum |
When I go to re-import the updated data, it doesn't map those 3 fields and doesn't recognize that the accounts already exist and I want to update them.
Does anyone know how to re-import these correctly? I'm using CRM 2016 online
Thanks