Importing records with Relationships

• 10-15-2008 2:06 AM

  Richard MG Joined on 08-18-2008 Posts 10

  Importing records with Relationships Reply Contact We have distributors who have their own clients which we like to keep a record of. This record is an Account “owning” an Account and the only way we can see CRM handling this is by setting up 2 Accounts, Distributor and Client, and connecting them through Relationships. This works fine for the odd one or two, but what happens when we have a thousand or so to import?   I notice that the Relationship Party 1 and 2 attributes are ids? This suggests that normal importing won’t work.   How can we prepare this data in, say, Excel then Import it so that the Relationships work?

  Tags: Import

• 10-15-2008 3:20 AM

  In reply to

  Chris Clark Joined on 10-15-2008 Posts 1

  Re: Importing records with Relationships Reply Contact We are a Gold Partner focussing on significant CRM 4 projects and a fundamental aspect often revolves around migrating existing data from disparate systems to CRM as a single platform. Fundamentally some of these systems already hold relationship information and as such we use a tool from Simego called DataSync Studio - http://www.simego.net/DataSync_Studio.aspx - to map the relationships and thus import relational information. The primary Developer - Sean Cleaver - is extremely helpful and can also provide consultancy on migrating CRM to CRM plus random SQL based data to CRM if you need his help. Hopefully this will help not only you but the Community as a whole - check out the application - we use if for continuous integration and migration which is a weak area within CRM. We will be posting white papers in the future on the subject of continuous integration and migration in the next few weeks on our site. We will also be posting about NUnit test drvien development as well which might also be a good read.

  Tags: Migration, Relationship migration, Continuous Integration

• 10-29-2008 4:24 AM

  In reply to

  Aly Joined on 07-15-2008 UK Posts 100

  Re: Importing records with Relationships Reply Contact Hi Richard Are you in CRM 3.0 or 4.0 as if this is a one of load that you what to do and you not happy using the SQL tools, you can do this through workflow if your in CRM4.0 Cheers  Alistair   www.crmdeplyment.co.uk Your Business, Your Customers, Your Way CRM: It’s a successful business methodology, powered by smart technology http://alistairdickinson.blogspot.com

• 10-30-2008 1:32 AM

  In reply to

  mm123 Joined on 03-10-2008 Posts 7

  Re: Importing records with Relationships Reply Contact Hi, We have developed a document assistant for MS CRM in MS Excel 2007, which pulls data from MS CRM into Excel 2007 and push the Excel data sheet to MS CRM as attachment in the notes tab. Basically the ability to choose a MS CRM 4.0 account in an excel sheet and merge some attributes to the sheet. After finishing the sheet, attaching the sheet to the selected CRM account.  If you are interested please drop a email to learn more. Regards, Nj nj.tech@hotmail.com

  Tags: MS CRM & Excel

• 11-01-2008 1:31 AM

  In reply to

  Richard MG Joined on 08-18-2008 Posts 10	Re: Importing records with Relationships Reply Contact Hi Aly We're in 4.0. Can you give me any pointers to your workflow suggestion? Thanks, Richard

• 11-03-2008 2:52 AM

  In reply to

  Aly Joined on 07-15-2008 UK Posts 100

  Re: Importing records with Relationships Reply Contact RIchard Before I go to far into the detail, is the relationship a oneto one, as if so it really depend on how you import the data and set up the sub account. For example you can set up you import data with the account information and the sub account information as one record, you then customise the entity record (Account ) in CRM to hold all the data for the primary and the sub account, you create a workflow that on the back of an account create a second account record is created with the sub and contatc information which in workflow will allow you to create the relation to the sub account. Now if you data is more complecated than that you really need to look at a 90 day licence for scribe its about $200 from memory and will allow you to do all sorts of clever things but remember to get the CRM adapter. Happy to help out if I can Alistair   www.crmdeplyment.co.uk Your Business, Your Customers, Your Way CRM: It’s a successful business methodology, powered by smart technology http://alistairdickinson.blogspot.com

  Tags: workflow, data loading, crm4, scribe