Hello,
I'm looking for an easy way to append contacts/account data that is already loaded into CRM. I understand you can export to excel using the checkbox to allow for re-import, but this becomes extremely difficult to do 1 contact/account at a time. I'm updating the information of roughly 5000 accounts and they are not in the order that CRM spits them out. I had hoped there was a more dynamic way.
Any help is appreciated.
Thank you.