Friends,
We use Qlik Sense for the information analysis of our CRM. Last month we exported the following case table from the CRM to a CSV and then loaded the CSV to Qlik Sense.
ID Oportunidad | Oportunidad | ID Cuenta | Cuenta | Sector | Vendedor |
ea7013da-45bf-e576-37f8-54b002b73a55 | AK-14-12-CC-1195 | cd3eb63b-003c-d695-f004-52680bc173a2 | PACIFIC RUBIALES | Privada | Sebastián Ortiz |
010d8b20-b1d9-11e6-810a-02c62a0543b1 | Ministerio de Trabajo - ETB (lenovo) | 25c043b1-9d8e-2313-cf86-52d7dfc5ca0b | MINISTERIO DE TRABAJO | Gobierno | Sebastián Ortiz |
175cb76c-0824-554f-ec84-5746283dd938 | ERP CENTRAL | 2cc13b83-1d46-9231-9539-544a64419ac2 | SECRETARIA DE EDUCACION | Gobierno | Sebastián Ortiz |
1b03073b-15c1-516c-780b-5748832480f8 | ALMACENAMIENTO EMC | 6f1238d3-cb5a-d3c3-55b6-5748823b1c91 | UNIDAD E MANTENIMIENTO VIAL | Gobierno | Sebastián Ortiz |
This month we have new cases and updated cases.
1- How do we add new cases?
2- How do we update existing cases?
Thanks