Solved

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

Posted on 2008-06-15
9
1,912 Views
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

0
Comment
Question by:Plastikboot
  • 5
  • 4
9 Comments
 
LVL 9

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
0
 

Author Comment

by:Plastikboot
ID: 21789972
But how do I split the BCM and most important how do I import the compressed rich text?
0
 
LVL 9

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
0
 

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??
0
How to run any project with ease

Manage projects of all sizes how you want. Great for personal to-do lists, project milestones, team priorities and launch plans.
- Combine task lists, docs, spreadsheets, and chat in one
- View and edit from mobile/offline
- Cut down on emails

 
LVL 9

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
0
 

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.
0
 
LVL 9

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.
0
 
LVL 9

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
0

Featured Post

Free Trending Threat Insights Every Day

Enhance your security with threat intelligence from the web. Get trending threat insights on hackers, exploits, and suspicious IP addresses delivered to your inbox with our free Cyber Daily.

Join & Write a Comment

Suggested Solutions

JSON is being used more and more, besides XML, and you surely wanted to parse the data out into SQL instead of doing it in some Javascript. The below function in SQL Server can do the job for you, returning a quick table with the parsed data.
"Disruption" is the most feared word for C-level executives these days. They agonize over their industry being disturbed by another player - most likely by startups.
This video shows, step by step, how to configure Oracle Heterogeneous Services via the Generic Gateway Agent in order to make a connection from an Oracle session and access a remote SQL Server database table.
Using examples as well as descriptions, and references to Books Online, show the documentation available for date manipulation functions and by using a select few of these functions, show how date based data can be manipulated with these functions.

760 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

21 Experts available now in Live!

Get 1:1 Help Now