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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / SSIS Upsert operation
Microsoft Dynamics CRM (Archived)

SSIS Upsert operation

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Posted on by Filip Vanchevski 215

Hi guys, I have an interesting migration project i've been working on in the last month.

We are migrating a legacy !ACT database to CRM, and i have come to an interesting point and i just have to ask since i can't find any info when i tried to google it.

So i wonder is it possible to do an Upsert Operation with SSIS where i have two criteria/two columns the id and another column. So basically what that means is update the record if in the system you find a match for ID and LastNAme(just an example i am not doing it with lastname) and create the record if either ID or LastName are different?

Does anyone know if this is possible.


Regards,

Filip

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  • Filip Vanchevski Profile Picture
    Filip Vanchevski 215 on at
    RE: SSIS Upsert operation

    Ok thanks, i will try in the DEV org, and post the answer here for future reference, thanks for the help again.

    Regards,

    Filip

  • Flydancer Profile Picture
    Flydancer 1,332 on at
    RE: SSIS Upsert operation

    Your alternative could work, too. Better try it with just a few records.

    PS: If you'll use the alternate keys approach you don't have to worry about duplicates because crm won't allow them.

  • Filip Vanchevski Profile Picture
    Filip Vanchevski 215 on at
    RE: SSIS Upsert operation

    I was wondering if Manually specify would do the same, and then in the Column Mapping section i can check both the id and the last name column, would this work as well?

    Thanks for the help btw

  • Suggested answer
    Flydancer Profile Picture
    Flydancer 1,332 on at
    RE: SSIS Upsert operation

    Hi Filip,

    yes this is possible.

    First you have to define the alternate key for your entity, see the following link for an explanation: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/define-alternate-keys-entity

    After you've done that, you can use the Alternate Key as the matching criteria, see the last option of the dropdown in the following screenshot:

    I hope this helps.

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