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Migrate accounts and contacts through kingswaysoft

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Posted on by Community Member Microsoft Employee

I am migrating accounts and contact from one CRM instance to another. In order to migrate account and associate related contacts to them, following are the steps performed:

1. Migrating account without primary account and primary contact Ids

2. Migrating contacts- using conditional split to see whether parent of the contact is Account or Contact record.

In 2nd step, I am migrating contacts directly if the parent is not a contact record. But if it is a contact, in this step contacts are migrated without parentcustomerid field.

The case where parent is not a contact, where complete contact records are migrated, i am getting an error saying 'parentcustomerid' should not be null. i.e the case where there's no parent record for the contact.

I tried ticking Ignore null valued fields, but no help.

Please suggest.

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a33ik 84,323 Most Valuable Professional on at

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RE: Migrate accounts and contacts through kingswaysoft

Hello,

Try to use following approach:

1. Migrate Accounts and Contacts without parentcustomerid/primarycontactid field migrated.

2. Update migrated accounts and contacts fields parentcustomerid/primarycontactid.