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BCM to CRM 4.0 - how do I migrate the "old" data

Posted on 2008-06-15
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Last Modified: 2013-11-24
Hi Gurus,

I installed a new CRM 4.0 Server and that part went really fine (when I got all the red exclamation marks from CRM-Installation away :))
Then I wanted to import the "old" BCM data in the new server. I started an export - I was happy to find a full export with history in BCM - I got a nice BCM file as result of the export.
The real problems started when I tried to reimport the BCM data in CRM 4.0 with the Data Migration Wizard:
1.) The wizard does not accept BCM files where all the infos are in.
2.) I lose the connection between account and contact when I use the csv files I can export from BCM

So I used the BCM file and made an .xml out of it (just renaming) - I imported the XML in MS Access to get the structure of the old data. Then I used the GUIDs from the XML and brought them back in the csv exported files from BCM (because in the XML file all emailadress were in a different table without GUIDs)
Finally I had a 2 nice files - one for accounts and one for contact in csv format. The import worked and I got almost all data in.

But how do I get the history and everything else in??? Emails, photos and all links to files are missing. How can MS make a big brother of BCM and forget the tools to let the little brother grow????

I hope someone can give me a solution!

Thanks in advance

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Question by:Plastikboot
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9 Comments
 
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Expert Comment

by:Biffster007
ID: 21789812
Hi,

There are a number of ways you can import data into CRM.

1) Using the import wzard which you've already done.
2) Use a third party product like Scribe Migrate or a tool from C360.
3) Write your own import assembly.  This is what I walways do and find it's definitely the most flexible way of doing it.

Cheers,
MH
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Author Comment

by:Plastikboot
ID: 21789972
But how do I split the BCM and most important how do I import the compressed rich text?
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Expert Comment

by:Biffster007
ID: 21789993
Hi,

You're going to have to extract the BCM data into a database of some description, SQL Server would be good, and run imports into CRM from there.  There is a 'Text' datatype in CRM which will hold your compressed rich text.

MH
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Author Comment

by:Plastikboot
ID: 21793783
I really wanted to use the migration wizard but even when I use the text-field option I still get the compressed data in crm - so nothing is decompressed. Is there a way to use the import wizard??
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Expert Comment

by:Biffster007
ID: 21797519
The import wizard is quite limited unfortunately, hence the reason I opt for writing my own assemblies.

By 'compressed' what do you actually mean??  Can you not extract into a CSV file and import from there??

MH
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Author Comment

by:Plastikboot
ID: 21797613
Unfortunately not - it shows "Compressed Rich Text" as label and contains just hexadezimal data without spaces. I didnĀ“t manage to get the contains decompressed yet - I tried Word, Excel and MS Access but no solution.
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Expert Comment

by:Biffster007
ID: 21797639
Hmmmm....

There must be a tool out there that allows you to decompress into fields of some kind??

Can you re-export the data and save into another format??

MH
0
 

Author Comment

by:Plastikboot
ID: 21797685
Nope - I will try to access the SQL database of BCM and reformat the data there. So no solution yet.
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Accepted Solution

by:
Biffster007 earned 500 total points
ID: 21797757
That's the best plan...Reformat the BCM data, then export into another format compatible with the import wzard, then import into CRM.

MH
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