Issues with Updating Records in Clay from Dynamics CRM Data

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Hi I just started using Clay and have succesfully pulled Company data from our Dynamics CRM. I now manually run this source again. It did added new records to my table. However, I also expected it to update previously loaded records. But this seems not to have happened. Any thoughts on resolving this? Thanks,

4 comments

Channeled
APP
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When you run a source again in Clay, it doesn't automatically update previously loaded records. This happens because Clay doesn't reprocess previously generated data automatically. To update your existing Dynamics CRM records, you'll need to either: 1. Delete and re-run the step that generated the data 2. Duplicate the table with the updated source This will ensure all your records, including previously loaded ones, are refreshed with the latest data from your Dynamics CRM.
Sources: Sources | Documentation | Clay University Sources | Documentation | Clay University Sources | Documentation | Clay University
Harmen d.
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so, what does this text and toggle mean/do?
Channeled
APP
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Without seeing your attachment, I believe you're referring to the "Update existing records" toggle when importing Dynamics CRM data. This toggle controls whether Clay will update previously imported records with fresh data from your CRM when you run the source again. When enabled, Clay will refresh existing records with the latest information from Dynamics, ensuring your data stays current. To properly update your CRM data in Clay, you should enable this toggle before running the import again.
Sources: Update Object with Dynamics 365 CRM | Clay.com Import Objects with Dynamics 365 CRM | Clay.com Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University
Harmen d.
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Okay, thanks for making this clear.