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CRM Contacts synchronization RRS feed

  • Question

  • Hi,

    I am trying to sync a contacts list from one CRM application to the other CRM application. What is the approach that can be used to schedule a sync job for this requirement?

    Thanks

    Friday, January 9, 2015 8:22 PM

Answers

  • hello,

    you will have to

    1. Create an entity to store source and destination entity and field mapping.

    2. Also store the last time you synchronized the contacts.

    3. Based on the last synchronized time, get all entities modified since last update.

    4. Call web service to update data.

    the settings can be stored in XML files or as fields. The utility can be an exe that can be scheduled as task or service.

    good luck.

    Jithesh

    • Marked as answer by ReignFan Monday, February 9, 2015 8:31 PM
    Thursday, January 15, 2015 11:11 AM

All replies

  • can you please elaborate on what you mean by one CRM application to another ? Are they two organisations?.

    regards

    Jithesh

    Saturday, January 10, 2015 11:44 PM
  • Yes, they are two different organizations.

    Thanks

    Monday, January 12, 2015 3:31 PM
  • hi.

    if they are two organizations, you have to either write a utility to sync the contact. There are many tools available to do this without programming

    regards

    Jithesh

    Wednesday, January 14, 2015 6:46 AM
  • Could you please let me know more information about the utility to sync the contacts? I don;t want to go for tools.

    Thanks

    Wednesday, January 14, 2015 7:26 PM
  • hi,

    when you say contact list, are you looking for a synchronization of marketing lists or actual contacts between multiple organization?.

    regards

    Jithesh

    Wednesday, January 14, 2015 9:17 PM
  • Actual Contacts..
    Wednesday, January 14, 2015 9:31 PM
  • hello,

    you will have to

    1. Create an entity to store source and destination entity and field mapping.

    2. Also store the last time you synchronized the contacts.

    3. Based on the last synchronized time, get all entities modified since last update.

    4. Call web service to update data.

    the settings can be stored in XML files or as fields. The utility can be an exe that can be scheduled as task or service.

    good luck.

    Jithesh

    • Marked as answer by ReignFan Monday, February 9, 2015 8:31 PM
    Thursday, January 15, 2015 11:11 AM