importing data into V3

Hi,

Has anyone managed to import data into v3? What options do we have at
the moment? I understand that the migration framework isn't going to be
around for a while so is Scribe our only option? What about the import
option from within the application? Is it possible to import accountas
and contacts related to those accounts?

Thanks

Jo

MattNC
Tue Dec 06 08:01:03 CST 2005

There's no way to import accounts with related contacts via the web client
per se, but the workaround is pretty straightforward. First, import your
accounts. Next, in your contacts source file (preferably a csv or excel file)
add a column called parent account and populate it with the appropriate
account name. When you import you will be able to lookup how you want the
contacts' parent accounts field to map and given the ability to lookup the
appropriate accounts for each different value in the parent accounts field in
your source file.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Jo" wrote:

> Hi,
>
> Has anyone managed to import data into v3? What options do we have at
> the moment? I understand that the migration framework isn't going to be
> around for a while so is Scribe our only option? What about the import
> option from within the application? Is it possible to import accountas
> and contacts related to those accounts?
>
> Thanks
>
> Jo
>
>

Mike
Tue Dec 06 08:04:27 CST 2005


"Jo" <email.johughes@gmail.com> wrote in message
news:1133874248.891392.183530@g14g2000cwa.googlegroups.com...
> Hi,
>
> Has anyone managed to import data into v3? What options do we have at
> the moment? I understand that the migration framework isn't going to be
> around for a while so is Scribe our only option? What about the import
> option from within the application? Is it possible to import accountas
> and contacts related to those accounts?
>
> Thanks
>
> Jo
>

Yes, We've done several so far. Basically, we wrote our own. We have used
it on 3 data imports, including custom entities. It fetches data from the
source database using stored proceedures and passes the data to a dynamic
entity, this creates/updates and deletes (where required) the data.

We created it for our other consultants to use , requires the knowledge to
write simple SPs (select * from <table etc) and thats it.

let me know if you would like more details

Kind Regards

Mike

Mike
Tue Dec 06 08:06:18 CST 2005


"Jo" <email.johughes@gmail.com> wrote in message
news:1133874248.891392.183530@g14g2000cwa.googlegroups.com...
> Hi,
>
> Has anyone managed to import data into v3? What options do we have at
> the moment? I understand that the migration framework isn't going to be
> around for a while so is Scribe our only option? What about the import
> option from within the application? Is it possible to import accountas
> and contacts related to those accounts?
>
> Thanks
>
> Jo
>
sorry Jo, my email is :
email: info@(REMOVETHISBIT TO EMAIL)crm-services.co.uk

rafael
Wed Apr 05 11:25:02 CDT 2006

Hi,

Could you explain me one detail from what you have explained.

My aim is to export accounts and contacts that are linked.

First, I import the account names. I've found no problem doing that.

Second, I make sure that my contacts spreadsheet has a column called Parent
Account. I had no problem doing that.

Now, I've read in other threads, that I should export the "Accounts IDs"
from CRM into contacts spreadsheet and match the "Account IDs" with the
corresponding "Parent Account". I have one question here. When I'm going to
export to Excel, where should I get the so-called "Account ID" field. If I do
a normal exporting process through CRM, I only find the "Account Name" and
"Account Number" fields. If I try to export from SQL Server, the same
happens, I only find the "Accound Name" and "Account Number" fields. In
neither case, I can find the "Account ID" field.

If tried assuming that the "Account Number" and "Account Id" fields were the
same, but I have had no success.

Any clues?


Regards,

--
Rafael E. Olarte
Sales Rep.
Vendeur
eBusiness Solutions S.A.
Bogotá, Colombia


"MattNC" wrote:

> There's no way to import accounts with related contacts via the web client
> per se, but the workaround is pretty straightforward. First, import your
> accounts. Next, in your contacts source file (preferably a csv or excel file)
> add a column called parent account and populate it with the appropriate
> account name. When you import you will be able to lookup how you want the
> contacts' parent accounts field to map and given the ability to lookup the
> appropriate accounts for each different value in the parent accounts field in
> your source file.
> --
> Matt Wittemann
> http://icu-mscrm.blogspot.com
>
>
> "Jo" wrote:
>
> > Hi,
> >
> > Has anyone managed to import data into v3? What options do we have at
> > the moment? I understand that the migration framework isn't going to be
> > around for a while so is Scribe our only option? What about the import
> > option from within the application? Is it possible to import accountas
> > and contacts related to those accounts?
> >
> > Thanks
> >
> > Jo
> >
> >