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kinka81's avatar
kinka81
Copper Contributor
Oct 27, 2021

Updating existing records and adding new records in table from Excel

Hi,

 

I have a table that I'd like to update every day for the exiting records update, for the new records append.

 

I need this to be done from an excel spreadsheet. So, first filter CRM ID, then updates this CRM ID's tasks based on TaskID, and if new task, add it.

 

Googled and searched and tried something with Update, Delete, etc. queries but had no luck.

 

Any ideas or examples?

 

Thanks in advance,

Adnan  

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