TT – Update Imports in OpenCRM

Once you have your data loaded into your CRM system, there will be occasions when you need to update data in bulk. One example is when your product suppliers release new pricing details annually, so you need to update those buy and sell prices. The easiest way of doing that is via an update import and this video explains how it works.

The Update Import feature is incredibly powerful and useful. It is particularly helpful in situations, like the one described above, where editing the data in a spreadsheet is just faster and easier.

Bulk data manipulation is just faster in a spreadsheet. You can build concatenations on the fly, carry out VLOOKUPs, copy the same values across multiple rows, and so on.

But a spreadsheet can’t replace all the other amazing stuff your CRM system can do. So you pull the data out of your CRM system, edit it in the spreadsheet, and reupload it. Now you can get back to sending emails, creating invoices, building links and relationships, and sharing all of this with the rest of your team.

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