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.

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.

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.