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CRM 4.0: Data Migration: Addresses RRS feed

  • Question

  • My import source keeps all addresses separate.  I could get a cleaner import if I do Accounts, then Contacts, then Account addresses, then Contact addresses.  How do Account.Address1 and Contact.Address1 map to the Addresses entities?  Is there a special type or code for an address record to get copied into .Address1* fields?

     

    Many thanks,

    Tom

    Thursday, August 28, 2008 11:25 PM

Answers

  • I partially solved my own problem, posted here to help others.  The DMM Help file seems to be incorrect about including an Account field, or at least incomplete. 

    In my Accounts query (that generates the Accounts.csv), I pick up the primary source address as Address1, and name it 'Primary'.  Accounts.CompanyName acts as my unique identifier for each Account.  In my Addresses query, I pick up all non-primary source addresses along with the Company Name.  When mapping Addresses to the Address (customeraddress) entity, I set my Company Name column to the Parent attribute.  I'm then given a choice of Account or Contact (all of my addresses are companies), I select Account Name* from Account and the import proceeds.

    There must be no duplicates in the Accounts.Account Name attribute.

     

     

    Friday, August 29, 2008 10:27 PM