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CRM 4.0: Migrating the Subject Tree RRS feed

  • Question

  • I have just imported a Subject Tree into CRM using Data Management --> Imports.

    Alas I cannot see the items within the CRM interface but I do have a custom web page which confusingly sees all the Subjects I have imported via several attempts.

    My import CSV simply has 2 columns, a Title (mapped to Title and Subject) and a Parent (mapped to Parent Subject).

    What is going on here and how do I remove the dodgy Subjects?

     

    Wednesday, August 25, 2010 1:47 PM

Answers

  • When you import subjects (and business units for that matter) you need to link them to the structure existing in the target system. So, for example, have one of them associated to the default subject in the target system and all the others link to this subject. If you don't they import fine but do not surface anywhere.

    I'm not sure if you can remove them through the web services but if not you may need to resort to unsupported SQL deletes.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Sunday, August 29, 2010 9:33 PM

All replies

  • When you import subjects (and business units for that matter) you need to link them to the structure existing in the target system. So, for example, have one of them associated to the default subject in the target system and all the others link to this subject. If you don't they import fine but do not surface anywhere.

    I'm not sure if you can remove them through the web services but if not you may need to resort to unsupported SQL deletes.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Sunday, August 29, 2010 9:33 PM
  • That makes sense although in my case I have done away with the "Default" subject and have a number of top level subjects.

    I was hoping to simply turn up at my client's site and import a file. 

    From this answer, it sounds like I need to create all the top level folders manually and then import all the children.

    Seems odd and labour intensive.

    If I have removed the "Default" would there not be a 'hidden' top level subject title that the system would recognize?

    Monday, August 30, 2010 8:10 AM
  • If you can see it through the client then yes, if not then no. It is odd and potentially labour intensive. What annoys me the most is it does not error but let's the import go ahead but never surfaces the subjects.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Monday, August 30, 2010 9:59 AM
    Monday, August 30, 2010 9:58 AM
  • I'm aware that this is an old post, but as it is one of the primary hits on this issue, I'll add a reply. You need to set the field "FeatureMask" to 1 for the subjects to be visible in the CRM interface.
    • Proposed as answer by KevinHejn Thursday, February 17, 2011 11:54 AM
    Thursday, February 17, 2011 11:54 AM