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Session Id :
Microsoft Dynamics CRM (Archived)

Resolving Circular Reference During Data Migration

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Posted on by 140

I'm using the CRM Import templates to migrate data from another system.  In order to migrate companies with their primary contacts, I first had to migrate the contacts only ( just the basic information - name, phone #, email - the company was left blank ).  I then migrated the companies with the primary contact field populated with values from the contact migration.  After the migration, when I select a company, the primary contact is displayed with the company record. When I click on the primary contact, the system displays the primary contact information but the association to the company is not there.   Obviously, I can't load the contacts with the company information populated because the system can't resolve the company name. Is there an easy way to correct this circular reference?   Thanks.

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  • Suggested answer
    Mahadeo Matre Profile Picture
    17,021 on at

    Hi Road_king_Terp,

    This link will help you solve your problem

    ajcrm.wordpress.com/.../using-excel-to-easily-update-dynamics-crm-2011-records

    Basically you need to load contact with out company.. then load company without primary contact.

    Then using advanced find, export contact with company name column.. update company name column in excel.. and re import.

    Do the same think for company.

    Hope this will help.

  • Suggested answer
    ScottDurow Profile Picture
    21 on at

    If you import both files together in a zip file the import wizard will go back and update the primary contact automatically.

    Hope this helps,

    Scott

  • Road_King_Terp Profile Picture
    140 on at

    Scott,  Thanks, I'll give that a shot.

  • Road_King_Terp Profile Picture
    140 on at

    Thanks, I'll try the zip file first to see if that works. If not, I'll try your suggestion.

  • Road_King_Terp Profile Picture
    140 on at

    Mahadeo,

    I couldn't get the zip files to work ( although that might have been on my end..) .However, your suggestion did work.  Thanks - and take $50 out of petty cash before you leave today.

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