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Feb 28 2024 07:00 AM - Feb 29 2024 11:00 AM (PST)
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Updating existing records and adding new records in table from Excel

Copper Contributor

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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