Tech Support > Microsoft Windows > Windows CRM > Migrating activities to Existing Accounts
Migrating activities to Existing Accounts
Posted by Mark Anthony on June 15th, 2005


Hi Could someone verify the possibility of using the CDF to import data as
Activities and relating them to Accounts?.. From a post someone mentioned it
wasnt possible.. although when I logged a similar scenario (Contact import
instead of activities).. Support mentioned that I just need to populate the
cdf tables of account specifically destinationID with the GUID of the
existing record and MSCRM. The activities would then be migrated normally
while the Accounts wont..
Verification needed..
Thanks =)

Posted by Julian Sharp on June 17th, 2005


"Mark Anthony" <MarkAnthony@discussions.microsoft.com> wrote in message
news:4367C724-627A-4178-ABA1-CDA964A2C348@microsoft.com...
Yes it is possible

If the accounts already exist on CRM and you want to import activities into
them you first have to make a copy of all accounts in CDF database and set
the accountid guid in the destinationid on the _info table. You may also
need to set the status on the _info table to a value other than 0 or null -
not sure which - it has been a while since I did this.

Then in cdf_activity link the accountid from cdf_account (which should be an
integer) to the objectid on cdf_activity

When DMF runs it will not load the accounts but will use the account
information to migrate the activities

The issue you will have is how to match the activities you are importing to
the existing accounts to get the accountid so unless there is some sort of
(non CRM generated) unique identifier on account which also existing in your
activity data it could be difficult




Similar Posts