Solved

Bulk import tool - account -parent account relationship mapping

Posted on 2007-11-22
1
387 Views
Last Modified: 2008-10-08
Hi
I have tow csvs parent and account. Both the csvs contains list of Accounts. The difference is that the parent.csv contains the list of all Accounts which will act as a parent account to others. Now for the question

The account.csv file contains two fields account name and parent name. THe parent name filed will be containing the values that are present in parent.csv.
How can I make sure that the tool will look up the GUID of the parent and insert it into the parent account field
0
Comment
Question by:sujithcnair
1 Comment
 
LVL 6

Accepted Solution

by:
preitmeyer earned 500 total points
ID: 20396182
There is a great answer for this question, the answer is, it wont :-)
The ONLY way to use the built-in tool to map parent and child relationships is as follows:
1. Import all of your accounts marked as parent accounts
2. Go into SQL on the backend of the MSCRM database, into the AccountBase table and get all the GUID's for the accounts you just imported.
3. Map all of  your child accounts in the csv file to contain the guid where the old account-id used to be (I use vlookup for this in excel to map them accordingly)
4. Once you have a csv file with the proper parent account guid for each child, import the children with the "parent account" field set as the guid.

That's it.
For a good best practice here, when importing your original accounts, import the old AccountNumber (whatever it was before, not a guid) into a hidden field on the account entity so you can go back and check your work. This also makes things a LOT easier when creating the GUID mappings in Excel.
Good luck!
-Paul
0

Featured Post

IT, Stop Being Called Into Every Meeting

Highfive is so simple that setting up every meeting room takes just minutes and every employee will be able to start or join a call from any room with ease. Never be called into a meeting just to get it started again. This is how video conferencing should work!

Join & Write a Comment

This is a walkthrough guide I wrote whilst upgrading my on-premise MS Dynamics CRM 3.0 deployment to 4.0. This covers the actual installation of the product to a working level for my system, I ran into a lot of issues that the steps below fixed so h…
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
Internet Business Fax to Email Made Easy - With eFax Corporate (http://www.enterprise.efax.com), you'll receive a dedicated online fax number, which is used the same way as a typical analog fax number. You'll receive secure faxes in your email, fr…
When you create an app prototype with Adobe XD, you can insert system screens -- sharing or Control Center, for example -- with just a few clicks. This video shows you how. You can take the full course on Experts Exchange at http://bit.ly/XDcourse.

746 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

13 Experts available now in Live!

Get 1:1 Help Now