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How do I keep record owner during a migration?

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Posted on by Kan.M

10

Hi everyone,

I am doing a migration to Dynamics CRM and trying to maintain record owners for entities like Account. I have to map each field in the tool I am using/evaluating (RAPIDI). I am able to lookup the Dynamics user guid that I want (systemuserid from the systemuser entity), but I am not sure how to set the owner of an account for instance during migration. I tried the _ownerid_value property but that is a lookup property which is readonly.

Any suggestions on how to set record owner during migration? Is there some other property/field I have missed? Thanks.

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Kan.M 10 on at

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RE: How do I keep record owner during a migration?

I switched from RAPIDI to KingswaySoft several days ago and I have had success with it. It seems to be a better tool for migrating to Dynamics.
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BB-07082110-0 on at

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RE: How do I keep record owner during a migration?

you can set ownerid field when creating a migrated record in the destination environment.. how you do it depends on the tool you are using.. looks like you'll have to map the id(or, in case with SSIS & Kingsway, for example, you might try using text lookup feature:

www.kingswaysoft.com/.../destination

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