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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Associate Contact with...
Microsoft Dynamics CRM (Archived)

Associate Contact with Account using ID numbers (from Salesforce)

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Posted on by Community Member Microsoft Employee

Hello,

I'm currently migrating data from Salesforce to MS CRM.

I've uploaded all contacts as well as accounts to CRM.

Now, I'm trying to associate Contact with Account using ID numbers from Salesforce. All contact in the data export from Salesforce had only Account ID numbers.

My question:

1) how I can create relationship/mapping to associate each contact with the account

2) and have displayed associated contacts on the account page as well as account on the contact page 

Thank you in advance! 

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  • Gee Bee Profile Picture
    Gee Bee 11,397 on at
    RE: Associate Contact with Account using ID numbers (from Salesforce)

    Yes. You can use Alternate Key for this. Please go through Alex's link.

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Associate Contact with Account using ID numbers (from Salesforce)

    Actually, there might be an answer here:

    themscrmexpert.wordpress.com/.../how-alternate-key-is-useful-while-importing-data-into-crm

  • Gee Bee Profile Picture
    Gee Bee 11,397 on at
    RE: Associate Contact with Account using ID numbers (from Salesforce)

    Please go through Alternate key and find out, whether that would help:

    www.powerobjects.com/.../utilizing-alternate-keys-in-dynamics-crm-integrations

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Associate Contact with Account using ID numbers (from Salesforce)

    Is there a way to make this process less manual, such as lookup or creating 1:N relationship?

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Associate Contact with Account using ID numbers (from Salesforce)

    Agree:) It's just if there is no coding experience import/export might be an option

  • Gee Bee Profile Picture
    Gee Bee 11,397 on at
    RE: Associate Contact with Account using ID numbers (from Salesforce)

    I thought of Import export.

    But, 30 lines of code would make this process easier.

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Associate Contact with Account using ID numbers (from Salesforce)

    Hi,

     just a thought.. Since those Id-s are unique, you might try to use excel export/import.

    - Before you start, create an additional "backup name" field on the account entity

    - Export all accounts to excel, copy "names" to the "backup name" column

    - Copy "id" values to the "name" column

    - Import accounts back

     You should have account "name" in the "backup name" and account Id-s in the "name" at this point

    - Export contacts

    - Copy "account ids" to the "parent account/company" column

    - Import contacts back

     CRM will lookup accounts while importing the contacts (remember, you still have id-s in the account names now)

    Finally, restore account names:

    - Export accounts

    - Copy "backup names" to "names"

    -  Re-import accounts back

    export

  • Gee Bee Profile Picture
    Gee Bee 11,397 on at
    RE: Associate Contact with Account using ID numbers (from Salesforce)

    We may have to run a quick script for this.

    1. Retrieve all the contacts with new_accountnumber(Custom Field Account Number), keep it in a Generic Dictionary (with and GUID as key and new_accountnumber as value)

    2. Retrieve all the Accounts with new_accountnumber (Custom Field Account Number), , keep it in another Generic Dictionary (with new_accountnumber as key and GUID as value)

    3. Loop through every contact record, get the new_accountnumber and find out the GUID of Account with the same new_accountnumber. Associate this contact with the account.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Associate Contact with Account using ID numbers (from Salesforce)

    Thank you, but how can I write it?

  • Verified answer
    Gee Bee Profile Picture
    Gee Bee 11,397 on at
    RE: Associate Contact with Account using ID numbers (from Salesforce)

    You may need to write a small application to associate the contacts to accounts.

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