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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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  • Suggested answer
    Flydancer Profile Picture
    Flydancer 1,332 on at

    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.

  • Filip Vanchevski Profile Picture
    Filip Vanchevski 215 on at

    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

  • Flydancer Profile Picture
    Flydancer 1,332 on at

    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

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

    Regards,

    Filip

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