I have an XLS list of accounts and contacts I would like to import, in order
to imported does the XLS sheet columns have to map the columns on the CRM
application? any detailed info would really help.

Also to Merge records, it says in the instructions to select records to
merge and to select Merge from the action toolbar, however I do not have this
option in the menu, any ideas?

Hi

I assume you are using the built-in 'bulk import' tool.
Yes, you will need to map the columns in your xls file to crm columns while
using the import tool. (Import tool takes in only txt/csv formats)
Take care with the columns you are importing. If, you use any related
information (e.g., parentaccount info with the contact), you will need to get
the record GUID's.


The merge functionality is there on the toolbar for entities accounts,
contacts and leads. It appears just before the 'create quick campaign'
button. If you don't see it there, check if you have the 'merge' priviledge
in your current security role.

--
Regards
- Mayank

http://mscrmpoint.spaces.live.com


"abagnoud" wrote: