lookup mapping - ssis

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Posted on by ganeshm

I am trying to move account entity from sources to destination both using crm online instance.But i have few doubt & trouble to make a upsert operation.

1.how make relationship mapping for lookup fields.

2.as account is related to contact,while making upsert operation is it possible to create a new contact.(if the contact is not present)

in certain lookup field if the record is not created it may cause some error.so how to map and create parent child records are any other relationship entity record in crm using ssis (kingwaysoft).

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prt33k 6,907 on at

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1. You need to map the uniqueidentifier of the entity with the lookup field.

2 No. Upsert applies to primary entity, not to referential entity.

So usually we create a parent record and once the GUID of parent record is available we then proceed with child record creation with guid of parent record mapping to lookup field.

CRM 2016 also has alternate key concept where if a alternate key is defined, then you can use that instead on uniqueidentifier but then we need to have alternate key first.

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ganeshm on at

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thanks for your fast reply,

i tried to override my lookup value to the destination crm,but i cant find any option to do that.

In my scenario i need change my owner name ,where this new owner name present only in the destination how to override the value of this lookup field.

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prt33k 6,907 on at

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Hi Ganesh,

If you know the GUID of the user in destination then you can create a derived column and map that to the owner lookup..something like this:

however if there are multiple user, then better to have a mapping of user from source to destination in a table and then you can use lookup component in SSIS to resolve the GUID as per the value in source.

Thanks,

PS

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ganeshm on at

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thanks for your reply ,

can u help me with any link for the toolbox component description and uses.

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Rajkumar Rajaraman on at

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Ganesh,

Refer the following URL's for SSIS Toolbox:

searchitchannel.techtarget.com/.../Using-SQL-Server-Integration-Services-SSIS-tools-in-business-scenarios

bennyaustin.wordpress.com/.../steps-to-build-and-deploy-custom-ssis-components

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prt33k 6,907 on at

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Detail of lookup transformation can be found here : www.simple-talk.com/.../implementing-lookup-logic-in-sql-server-integration-services

Derived column is pretty straight forward - you can refere www.dotnetfunda.com/.../use-of-derived-column-in-ssis

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ganeshm on at

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thanks,

i am using crm online for both sources and destination.For the lookup transformation ,connection are available for the OLEdb. how can establish connection for online crm.

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Community Member on at

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I've same problem. How can we lookup towards online crm? We can't use cache, nor oledb

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