CRM Connector
kmpackard asked 7 years ago
Hello,
I'm doing a CRM to CRM migration (don't ask) using ODBC as a data source. I've successfully migrated most everything, but am having a lot of trouble figuring out how to deal with activity parties. Activities have been migrated, but the party information is missing. Is this something anyone has experience with?
Thank you!
I'm doing a CRM to CRM migration (don't ask) using ODBC as a data source. I've successfully migrated most everything, but am having a lot of trouble figuring out how to deal with activity parties. Activities have been migrated, but the party information is missing. Is this something anyone has experience with?
Thank you!
Answers
Best Answer
lorren answered 7 years ago
kmpackard replied 7 years ago
lorren answered 7 years ago
Kevin,
You can use the advanced messages option on the CRM destination to allow you to create the relationship between one entity and another.
In that map you can set the guids of the source and target.
Lorren
You can use the advanced messages option on the CRM destination to allow you to create the relationship between one entity and another.
In that map you can set the guids of the source and target.
Lorren
kmpackard replied 7 years ago There must be something simple I'm missing due to inexperience. Can somebody please provide a very brief step-by-step, assuming activities have been migrated with the original GUIDs?
Thanks
Activity parties are tricky to put it mildly. If you are going from CRM to CRM you should be able to map the GUID's direct. For this case I would suggest connecting directly with the eOne support/consulting team support@eonesolutions.com
Regards