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Data Extraction across multiple CRMs

Posted on by 5

I work in a company that has two different CRM accounts. Is there a way to pull a few fields from one of those CRM environments to the other? For example, I want to pull the date and an amount from one CRM environment and populate it in a corresponding record in the other CRM environment  in an ongoing capacity. Any help would be appreciated. Thanks. 

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  • PeroLok Profile Picture
    PeroLok 10 on at
    RE: Data Extraction across multiple CRMs

    Hey there! There are tools and services available that can help you achieve this. One option is using a data integration platform like Nannostomus https://www.nannostomus.com/, which can extract necessary data, rearrange it to the preferred form, and automate data transfers. Another option is to use a custom script or API to extract it, but the process will be a bit longer that way. I hope it helps!

  • Suggested answer
    ankit_singhal Profile Picture
    ankit_singhal 560 on at
    RE: Data Extraction across multiple CRMs

    Hi,

    We you want to export data then it is possiable. Ypu can sue kingswaysoft and create two different connections for both CRM and then can merge data according to your need and can export data in excel

  • Suggested answer
    VJ_MSCRM Profile Picture
    VJ_MSCRM 5 on at
    RE: Data Extraction across multiple CRMs

    Hi,

    Where exactly do you need to use this logic? In Integration / within CRM plugins/workflows/scripts.

    In All those areas you can call the CRM API and use it.

    Regards,

    VJY

  • Suggested answer
    XM-22040801-0 Profile Picture
    XM-22040801-0 11 on at
    RE: Data Extraction across multiple CRMs

    Hi,

    If you are familiar with SSIS, you can use it with the Dynamics 365 component of Kingways Soft. See: www.kingswaysoft.com/.../ssis-integration-toolkit-for-microsoft-dynamics-365

    If you are interested in this solution, I can explain it further.

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