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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / RapidStart Customer an...
Microsoft Dynamics NAV (Archived)

RapidStart Customer and Contact relationship import fail

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Posted on by Community Member

Hello,

I am doing to migrate data from NAV 2009 to NAV 2015 using RapidStart.

In  NAV 2009 there are heaps of broken data exist

as a result, I need to refine data before import.

I do not know I am doing proper way to achieve the goal.

 

However, how do I import the data from NAV 2009 is

  1. Create a Worksheet table which I want to import the data in RapidStart
  2. Select the table and click Export to Template in Excel Ribbon tab.
  3. Insert the data into the Excel Table
  4. Refine the data in Excel and Save
  5. Click Import from Template.

Do I select the proper way to import data?

There is a better way to do this using SQL Query?? (in Excel it is quite painful and slow)



Anyway using above job process what I did is

  1. Imported data which is related to Contact and Customers
    Such as Territory, Salutation, Service Zone, Currency, Posting Groups etc (Success)
  2. Imported all contacts (Success)
  3. Imported all customers (Fail) 

  • Error Msg - There is no Contact Business Relation within the filter. Filters: Link to Table: Customer, No.: CE00001
  • Field Caption: Primary Contact No.
  • I know there is middle table "Contact Business Relation"

Try Imported Contact Business Relation (Fail)

  • Error Msg - Business Relation Code SYSCUST is used when a Contact is linked with a Customer.
  • Field Caption  business Relation Code

How can I import all customer with proper contact relationship?

Best Regards,

*This post is locked for comments

  • 4BzSoftware Profile Picture
    4BzSoftware 6,071 on at
    RE: RapidStart Customer and Contact relationship import fail

    Hi MrMFF,

    1. Import Customer with "Skip Table Triggers" is true, and not validate selected fields.

    2. Import Contact Business Relation with "Skip Table Triggers" is true, and not validate selected fields.

    3. Import Customer with "Skip Table Triggers" is false, and validate selected fields.

    4. Import Contact Business Relation with "Skip Table Triggers" is false, and validate selected fields.

    For Skip Table Triggers and Not validate fields:

    - Skip Table Triggers: in Config Worksheet, select needed table line and click Package Card action. Config Package Card opens, there is Skip Table Triggers boolean column in detail part.

    - Not validate fields: in detail part of Config Package Card, select needed table line and click on Table -> Fields. Config Package Fields opens, there is Validate Field boolean column.

  • Community Member Profile Picture
    Community Member on at
    RE: RapidStart Customer and Contact relationship import fail

    I have problems importing contacts and read your article. I have a problem removing the validation when importing table 5054,contact realtions as descibeed in your answer . I'm a bit desperate and I would like to have a procedure in place rather quickly. Thanks in advance.

  • 4BzSoftware Profile Picture
    4BzSoftware 6,071 on at
    RE: RapidStart Customer and Contact relationship import fail

    You're welcome!

  • Community Member Profile Picture
    Community Member on at
    RE: RapidStart Customer and Contact relationship import fail

    Thank you so much TUNG KHOA

  • Verified answer
    4BzSoftware Profile Picture
    4BzSoftware 6,071 on at
    RE: RapidStart Customer and Contact relationship import fail

    Hi Donam,

    - Skip Table Triggers: in Config Worksheet, select needed table line and click Package Card action. Config Package Card opens, there is Skip Table Triggers boolean column in detail part.

    - Not validate fields: in detail part of Config Package Card, select needed table line and click on Table -> Fields. Config Package Fields opens, there is Validate Field boolean column.

    For more information, you can refer to my YouTube.

  • Community Member Profile Picture
    Community Member on at
    RE: RapidStart Customer and Contact relationship import fail

    Thank you TharangaC However I am hard to find the option in worksheet records page. Where is  the"Skip Table Triggers" option?

  • Community Member Profile Picture
    Community Member on at
    RE: RapidStart Customer and Contact relationship import fail

    Thank you TUNG KHOA. However I am hard to find the option in worksheet records page. Where is  the"Skip Table Triggers" option?

  • mmv Profile Picture
    mmv 11,467 on at
    RE: RapidStart Customer and Contact relationship import fail

    Hi,

    Does the above solution work for you?

    Please verify the solution.

    Best Regards,

    MMV

  • Suggested answer
    Tharanga Chandrasekara Profile Picture
    Tharanga Chandrasekara 23,116 on at
    RE: RapidStart Customer and Contact relationship import fail

    Problem is with your trigger validations. So in the initial import skip the table triggers. You can do this by ticking the "Skip Table Triggers". By doing this it will allow you to import data without checking any validations or relationships.

  • Verified answer
    4BzSoftware Profile Picture
    4BzSoftware 6,071 on at
    RE: RapidStart Customer and Contact relationship import fail

    Hi Donam,

    First import Customer and Contact Business Relation with "Skip Table Triggers" is true, and not validate all fields. Then, import them again with table triggers and validate needed fields.

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