Ian
Fri May 13 03:15:44 CDT 2005
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Thanks,
we will take a look.
Regards
Ian
"BizWorld" <moonis.tahir@gmail.com> wrote in message =
news:eZw1LpMVFHA.3544@TK2MSFTNGP10.phx.gbl...
Hi Ian,
You can easily import Accounts in CRM but this is a time consuming =
task.
But if your data is less then you can easily handle this.=20
1- Insert all of your Accounts data into some temporary table in CRM =
SQL DB..........Dont forget to add ID column with increment 1....
2- Just create your desired accounts through CRM Create Account module =
with name just 1,2,3,4 etc.=20
Req field is only Account name so it takes 5 minutes to create 100 =
accounts.
3. Write a Cursor which will pick all of your AccountBase table data. =
Dont forget to write an additional Identity()
SELECT IDENTITY(int, 1,1) AS ID_Num , [Name] Into #TempAct from =
AccountBase
Use #TempAct table in Cursor.=20
In Cursor just use Update AccountBase Table with only columns that you =
need to update like=20
Name, PhoneNumbers etc....You have to make InnerJoin with 1st Temp =
table to pick the data.=20
Both TempTable has Identity column to relate.=20
If you are a good SQL Dev then you will do it............
Other Three Approaches are
1- ScribeSoft
2- DMF
3- CRM API.=20
BUT If you need only Accounts then use the above way. If your =
migration contains several task then go for the of three options.
Regards,
BizWorld
"Ian Kelsall" <ian.kelsall@crmnews.com> wrote in message =
news:um9aFl7TFHA.616@TK2MSFTNGP12.phx.gbl...
>I can easily import Leads or Contacts into CRM - but is there a way =
to
> import Accounts ?
>=20
> At the moment, we import leads and then convert them - but it takes =
a long
> time to do this.
>=20
> Thanks
>=20
> Ian
>=20
>=20
>
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<DIV><FONT face=3DArial size=3D2>Thanks,</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>we will take a look.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Regards</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Ian</FONT></DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"BizWorld" <<A=20
href=3D"mailto:moonis.tahir@gmail.com">moonis.tahir@gmail.com</A>> =
wrote in=20
message <A=20
=
href=3D"news:eZw1LpMVFHA.3544@TK2MSFTNGP10.phx.gbl">news:eZw1LpMVFHA.3544=
@TK2MSFTNGP10.phx.gbl</A>...</DIV>
<DIV><FONT face=3DArial size=3D2>Hi Ian,</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>You can easily import Accounts =
in CRM but=20
this is a time consuming task.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>But if your data is less then you can =
easily=20
handle this. </FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>1- Insert all of your Accounts data =
into some=20
temporary table in CRM SQL DB..........Dont forget to add ID column =
with=20
increment 1....</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>2- Just create your desired accounts =
through CRM=20
Create Account module with name just 1,2,3,4 etc. </FONT></DIV>
<DIV><FONT face=3DArial size=3D2> Req field is only =
Account name=20
so it takes 5 minutes to create 100 accounts.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>3. Write a Cursor which will pick all =
of your=20
AccountBase table data. Dont forget to write an additional=20
Identity()</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT size=3D2><FONT face=3DArial><STRONG><FONT =
color=3D#808080>SELECT =20
IDENTITY(int, 1,1) AS ID_Num , [Name] Into #TempAct from=20
AccountBase</FONT></STRONG><BR>Use </FONT></FONT><FONT face=3D"Times =
New Roman"=20
size=3D3>#TempAct table in Cursor. </FONT></DIV>
<DIV> </DIV>
<DIV><FONT face=3DArial size=3D2>In Cursor just use Update AccountBase =
Table with=20
only columns that you need to update like </FONT></DIV>
<DIV><FONT face=3DArial size=3D2>Name, PhoneNumbers etc....You have to =
make=20
InnerJoin with 1st Temp table to pick the data. </FONT></DIV>
<DIV><FONT face=3DArial size=3D2>Both TempTable has Identity column to =
relate.=20
</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>If you are a good SQL Dev then you =
will do=20
it............</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Other Three Approaches =
are</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>1- ScribeSoft</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>2- DMF</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>3- CRM API. </FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>BUT If you need only Accounts then =
use the above=20
way. If your migration contains several task then go for the of three=20
options.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Regards,</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>BizWorld</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>"Ian Kelsall" <</FONT><A=20
href=3D"mailto:ian.kelsall@crmnews.com"><FONT face=3DArial=20
size=3D2>ian.kelsall@crmnews.com</FONT></A><FONT face=3DArial =
size=3D2>> wrote in=20
message </FONT><A =
href=3D"news:um9aFl7TFHA.616@TK2MSFTNGP12.phx.gbl"><FONT=20
face=3DArial =
size=3D2>news:um9aFl7TFHA.616@TK2MSFTNGP12.phx.gbl</FONT></A><FONT=20
face=3DArial size=3D2>...</FONT></DIV><FONT face=3DArial =
size=3D2>>I can easily=20
import Leads or Contacts into CRM - but is there a way to<BR>> =
import=20
Accounts ?<BR>> <BR>> At the moment, we import leads and then =
convert=20
them - but it takes a long<BR>> time to do this.<BR>> <BR>>=20
Thanks<BR>> <BR>> Ian<BR>> <BR>> <BR>></FONT>=20
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