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01.14.2008 at 04:17AM PST, ID: 23080481
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MS CRM 3.0 Data Export from one CRM system to another
Hello,

*I need to export around 800 contacts from one MS CRM 3.0 system to another...
- is this possible? and could anyone guide me through the process?
*These contacts have additional notes etc...
- is it possible to export this data too?


Thanks! - hopefully :-)

Craig
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Question Stats
Zone: Microsoft
Question Asked By: chouckham
Solution Provided By: rfgkev
Participating Experts: 2
Solution Grade: A
Views: 38
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01.14.2008 at 12:59PM PST, ID: 20656733

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01.14.2008 at 11:46PM PST, ID: 20660782

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01.14.2008 at 12:59PM PST, ID: 20656733
Hi,

There are a number of ways you can export from and import into CRM.  Personally I write a Dot Net assembly for all my imports simply because I can control exactly what's going on and don't need to rely on any 3rd party product.  So, different methods you could try are as foillows:

1) Create a CSV file or database table containing the exported contact data you want to import and write your own assembly using the CRM web service to create the contacts in the new system.
2) Export the contact data from the original CRM system using the exprt to Excel utility.  This allows you to export the results of a pre-defined view to an Excel spreadsheet.  From there you can use the Import wizard to import the contacts.  Unfortunately this is not very sophisticated so you do not have the ability to import contact notes etc.
3) There is a tool called Scribe Migrate.  You can buy a full license for this or a 30 day license and there may even be a trial version out there as well.  After extracting the contact data into either a CSV file or a database table you can use Scribe to import.  This has the flexibility to import notes etc against contacts.

Good luck,
MH
Assisted Solution
 
01.14.2008 at 11:46PM PST, ID: 20660782
I usually go with either Biffster's 1st method or use crm's Common Data Framework import tool (CDF). It has all the fields you need, it just has 1 table per entity instead of crm's base and extension table per entity.
you need to manually import the data into the cdf database, the import tool takes care of importing it into crm from that point on. it can be a bit of a pain and time consuming to get the data into the cdf database but once it's in there you can import it in batches and do test imports.

Scribe is the quickest and easiest, but there are occasions where you don't have the budget for it (even though it is relatively cheap).
Accepted Solution
 
 
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