Import account with dozens of addresses

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Posted on by RDaudt

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Hi.

I am running a data migration from a custom application to CRM 365, on prem, current version. I am using the CRM Import Wizard and for the most part things are ok. I am not sure how to go about uploading the accounts addresses, though. It is a scenario in which an account can have multiple addresses, dozens in some cases.

How would you approach it?

Thank you for any help with this.

Roque

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RDaudt 120 on at

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RE: Import account with dozens of addresses

I see. We have Scribe installed in the server and I was getting to the conclusion that I would need something like that. I will play with this a bit and see how it goes. Thanks for the prompt reply.
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Aric Levin 30,188 on at

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RE: Import account with dozens of addresses

You will need to provide the parentid (Guid of parent account) and the objecttypecode (1) in your import. That will tell the system that these are account addresses.

You have to be careful though not to create duplicates, as account address 1 and account address 2 are created when the account record is created. You can check them from the source based on address number (1 and 2), and should probably not be imported if they were already imported in the account entity.

My personal recommendation is not to use the CRM Import Wizard for this, but use a migration tool such as Kingswaysoft SSIS Connector for Microsoft Dynamics CRM/365. You have much more control over the data and manipulation.

It is available for free as a development tool (if you run it within Visual Studio or BIDS/SSDT), or you can purchase the tool if you need to create packages hosted in SQL Server.

Hope this helps.