Kim

Do you have access to the database? I think it may be easier to create a table to hold the spreadsheet data and then use SQL to update the information in one table based on another.

See

stackoverflow.com/.../sql-update-from-one-table-to-another-based-on-a-id-match

Of course, you must practice this on a test database and System first and you must back up the live system before running this against your CRM database. And then test before allowing users back into the system.

I don't have access, but I will give this to our IT folks and see what they say. Thanks! Kim

Hi Jeff (and all), Sorry to be chiming in 4 years late on this one.  :)  I have a CRM client who would like to email a coupon to their highest revenue generating customers each quarter.  So, the list is a bit different every quarter, and unfortunately it's in a spreadsheet. 

I also thought of marking these customers from the SQL side, but they'd like a repeatable CRM process that they can perform on their own.  Is there any chance someone might have another idea?

Thanks very much!

Kevin

Hi Kevin

What version of age CRM are they using?  Is their instance of Sage CRM integrated with their accounts system?  I am wondering why they have to go via a spreadsheet to get a report of their best customers? 

You could create a spreadsheet app/macro that would read each row and update a flag field in Sage CRM or create a group.    

To import the excel sheet is fairly easy as well, you just need to right click on the db in SQL Server Management Studio and select "Task -> Import Data" and then from that screen select Excel as your source. This can then create a new temp table for you where it will import the data into. The update should be very simple from there on forward

This would require the users to have access to the SQL backend which is not necessarily a brilliant idea.  Another option would be to use a third-party import product.  I have used Inaport before; I'm sure there are others.  That way you can do it all from the frontend by building an import profile that can be run silently against a source spreadsheet.

Thanks so much, everyone!  They're running CRM 2019 R1.  They do have Sage 300cloud running on the same SQL server.  We thought maybe we could base a group on a view that pulls together CRM companies with select Sage 300 criteria. 

The customer isn't too fond of the idea, though, because they would like the opportunity to massage their data in a spreadsheet before uploading.  It allows them to be a little more selective without setting hard-coded criteria.  That's not to say they couldn't exclude and add companies to the group after it's created.

They are interested in a CRM approach rather than something directly in SQL, but I sure see how that could work.

A third party import tool is a great idea, too.  Thanks very much again for your help!!