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    I have 2 tables that I am migrating over to a CRM customer.  At present I am using the Data Migration Manger for CRM Online.  The problem that I am encountering is that the 2 files (Account and Contact) refer back to each other.  Account has a Primary Contact field that refers to the Entity Contact  and Contact has a Parent Customer that refers to the Entity Account.  Both of these fields have data in them and from a true data perspective both fields match up correctly. When I try to migrate them over to the live database I receive an error message stating that the lookup could not find the requested record.  My guess is that no matter what the sequence is in migrating the 2 files, one file must go first in the migration sequence, therefore it will not find the requested Account or Contact.  I can omit one of the fields i.e. Parent Customer and the migration will work fine.  But there needs to be a second step of writing an SQL that will populate the Parent Customer on the Contact table.

    Has anyone experienced this before and what were your solutions?   I used both the DMM for CRM online and the Data Migration Wizard and both react the same in this situation.  Is there something I am overlooking?  I mapped the Primary Contact field on the Account table to Full Name in the Contact table and I mapped the Parent Customer on the Contact file to the Account Name in the Account table

    Thanks
    Wednesday, January 6, 2010 8:33 PM

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    Since you are your Microsoft CRM Online - the latest release (R4) of the Import Data Wizard (not DMM) will support what you are trying the do - will auto reconcile the lookups between the two tables - it is a very nice feature.

    The Import Data Wizard supports .zip file as a source file - so zip both of your Account and Contact csv into a zip file and use that zip file to run the Import Data Wizard. 

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    Wednesday, January 6, 2010 8:38 PM
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  • Question
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    Since you are your Microsoft CRM Online - the latest release (R4) of the Import Data Wizard (not DMM) will support what you are trying the do - will auto reconcile the lookups between the two tables - it is a very nice feature.

    The Import Data Wizard supports .zip file as a source file - so zip both of your Account and Contact csv into a zip file and use that zip file to run the Import Data Wizard. 

    Follow Workopia on Twitter

    http://www.workopia.com/Links.htm

    Wednesday, January 6, 2010 8:38 PM
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    I have some experience with DMM but I don't think that it will be possible. Other solution which I can see it is use Scribe (but it cost) or free solution. Import Account without primary contact and import contacts and use CRM Accelerator CRMData Import http://blogs.msdn.com/crm/archive/2008/01/25/data-manipulation-tool.aspx
    which you can export Accounts and update primary contact and import it once again. This way you will update them not create a duplicates.

    You can write also custom application but it will be a time consuming or use sql query to update directry database but it will be highly not supported.
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    • Proposed as answer by kgorczewski Wednesday, January 6, 2010 8:47 PM
    Wednesday, January 6, 2010 8:47 PM