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Data migration with non matching lookup fields

Válasz Data migration with non matching lookup fields

  • 2012. április 27. 5:01
     
     
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    We are migrating accounts from CRM3 to CRM5 using excel
    The problem is that the content of the parent account field in the CRM3 records is not found in the CRM5 account records.
    So when we migrate, errors are generated cause  the look up field for parent account generates errors.

    Anyway to avoid this ?

     

Az összes válasz

  • 2012. április 27. 5:11
     
     Válasz
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    Hi,

    There are 2 ways of doing this. I don't know how many accounts you have in CRM 3.

    One way is to migrate parent accounts first and them migrate rest of the accounts. It will take a bit of time to correctly import all the accounts.

    The other is to remove all the parent accounts from the accounts in CRM 3. Then migrate all accounts to CRM 5. Now manually add the parent accounts back in.

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.

    Ashish Mahajan, CRM Developer, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

     
  • 2012. április 27. 5:37
     
     
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    hi

      Adding to previous post

    Also make sure the format

    In order to import lookup fields you need to render the CSV source attribute in the following format:

             " [ Related Entity Type Name ] , [Related Entity Instance GUID ] "

    For example

             "account,{BB51BC3D-98EB-DC11-9C73-0002B3C73EB0}"

     please refer to this article by Adi  for further details

    http://social.microsoft.com/forums/en-US/crm/thread/aec7fa52-0c80-440f-ad06-4fde609faf46/

    hth

    if the response answered your question, please take a minute and mark the response as an answer.

     
  • 2012. április 30. 12:40
     
     
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    Hi

    Did this help?

    Please make sure to mark as answer to the response that helped you get through. This will help others with similar problem identify the answer and also close this thread as resolved.

    Thanks

    Dkay