Are you absolutely at your wits end in trying to import data from different systems into your Dynamic CRM? Do you have an excel sheet with lot of records but nowhere to import because somebody has misspelled an Account name on the ERP system.
Even worse scenario is when you want to import an entity let’s assume Contacts which is absolutely fine but somebody has misspelled the parent Account name on the Accounting software.
If you had 100-220 records then one of your poor employees can be used to manually fix it, by going into every related record and manually matching the name.
Imagine the same scenario happening again and again, for 10 offices spread over three different continent , some of them having non-English speaking operators.
So what do you do?
Absolutely nothing because XRM Labs has an artificial intelligent robot ready for you. Our software robot will use advance AI logic and phonetics to match any offending fields on CRM with any column name in your Excel. It will either import everything or ask for your confirmation by showing the matches it has found.
Still not impressed, well you can choose which column to match with which entity. Wait there is more….
If you want to import data based on dependent entity which has the erroneous data in its field, just point and click and our Robot will fix it for you.
Given below is an example
Original Excel Sheet
Robot Matched Records