RE: How to populate Case Contact during migration?
Hello,
Yes, I'm using the KingswaySoft toolkit to connect to the D365 data. I configure the package so that all my transform logic is completed in a source SQL view and this feeds into the KWS component. The resulting actions are then directed to either an error log table or a success log table. Within the KWS component I had tried these configurations for the primarycontactid destination field:
- A dynamic GUID for the primarycontactid taken from another source table.
- A valid, hardcoded, GUID of a primary contact ID (taken from the GUI for the same Account number).
- A valid, hardcoded, GUID of a primary contact ID and the 'Primary ID' radio button selected within the KWS component.
- The contact first name and then a lookup within the KWS component on the firstname field.
- The contact first and last name and then a lookup within the KWS component on the firstname and lastname fields.
- The contact full name and then a lookup within the KWS component on the full name field.
I do however think that I have managed to resolve the issue. It turns out that whatever I pass into this field is overwritten by the Account Address 1 Contact field. In my earlier attempts to create a Case/Incident via KWS this field on the Account record was blank and so the new Case/Incident was also blank. I subsequently added a Contact to the Account and then when I created a Case/Incident the value was automatically added, regardless of what I provided in my source.
Does knowing what happens help anyone to understand the process and could therefore help me understand?