KingswaySoft SSIS Lookup owner by email address

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Posted on by Leo Tran

Hello everyone,

I have a task to migrate records from on-prem CRM to Dynamics CRM online using KingswaySoft SSIS. By default in CRM destination component, the ownerid field (in destination system) was mapped by oweridname field (in source system):

This approach worked fine. But as an user fullname can be easily duplicated, could we lookup an owner by email address, instead of the fullname?

I saw we can configure the text lookup settings: I changed the text lookup option to "Choose Target Field(s)", then the lookup method to "Manually Specify", and then the target text/integer field to "internalemailaddress"

So, the last issue is the value of "owneridname" from the source system. Can we replace it by the user email address, so the text lookup can work correctly? If not the tool always use the user fullname to map with the email address, that always cause the error.

Thanks for your support and advice.

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David Jennaway 14,065 on at

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I think you'll need to use a Fetch query as the source to do this. A quick way to create the Fetch query is to create a view in Advanced Find to get the data that you want (including the internalemailaddress field from the systemuser via the ownerid relationship), and export the FetxhXml

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Leo Tran 5 on at

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Thank David, I will try this approach.

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