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Data Migration Wizard Client or server / Product Import RRS feed

  • Question

  • Hi everyone,

    Is the Data Migration Wizard to be used from the server only or can this be done from a client also?

    The reason I ask is because a Sales Manager would like to have an import of a new product list every week. So probably the easiest solution is if he uses the DMM but I was wondering if it is possible to do that from the client.

    Also I would like to ask if anyone has tips or experiences concerning the import of product lists? I realise this can be quite a complicated matter because of the price lists and everything... It's my first experiment with it so all help is welcome :)
    Wednesday, October 14, 2009 2:30 PM

Answers

  • This suggests you can install is locally (http://support.sherweb.com/showfaq.php?idarticle=458). Also, the fact there is a bug such that you can't run it with the Outlook client running would suggest you can have it running locally. However, the Data Migration Manager (DMM) is only good for importing records, not updating. So if you have an existing product list in the system, this will remain and you'll now largely have duplicates, once you've imported.

    A better option may be Scribe ($$$) or a simple tool developed for the purposes. It should be relatively inexpensive for a developer to put together a user-friendly tool for import/updating products.

    Finally, depending on the volume of products, there are manual-updating tools which allow you to pull down a list of records from CRM into Excel, adjust them and then reimport them into the system (e.g. http://mscrmbulkupdatetool.codeplex.com/).

    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 Wednesday, October 14, 2009 6:50 PM
    • Marked as answer by ThunderSon Thursday, October 15, 2009 1:13 PM
    Wednesday, October 14, 2009 6:50 PM

All replies

  • This suggests you can install is locally (http://support.sherweb.com/showfaq.php?idarticle=458). Also, the fact there is a bug such that you can't run it with the Outlook client running would suggest you can have it running locally. However, the Data Migration Manager (DMM) is only good for importing records, not updating. So if you have an existing product list in the system, this will remain and you'll now largely have duplicates, once you've imported.

    A better option may be Scribe ($$$) or a simple tool developed for the purposes. It should be relatively inexpensive for a developer to put together a user-friendly tool for import/updating products.

    Finally, depending on the volume of products, there are manual-updating tools which allow you to pull down a list of records from CRM into Excel, adjust them and then reimport them into the system (e.g. http://mscrmbulkupdatetool.codeplex.com/).

    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 Wednesday, October 14, 2009 6:50 PM
    • Marked as answer by ThunderSon Thursday, October 15, 2009 1:13 PM
    Wednesday, October 14, 2009 6:50 PM
  • I will ask the developers how much time it would be to create a tool and I'll also try the excel import export tool that you suggested. Thanks for your advice on that.

    I was wondering if it would be easier for me to make a separate entity Products in my particular case. Tell me what you think.
    Because I find it quite hard to import products because you have the issue of Product Lists and Price List Items... I don't know how you can have those filled in with an import??

    And many of the fields that are on my Excel with the products/price list are not on the CRM product form anyways. So would it not be better to create a custom entity products?

    The purpose of the products is mainly for information sake. The customer will not be using quotes/orders/invoices...

    Tell me what you think

    Thx.

    PS. how can you do an import of products and have things filled in like the products list and the price lists items? Because if those are not filled in properly you can't really use the product anyways?
    Thursday, October 15, 2009 8:12 AM