Data Migration with CRM Online

  • Article

I just finished recording a CRM Online Data Migration video focusing on:

  1. CRM Import Wizard
  2. Data Migration Manager - Sample Data Import
  3. Data Migration Manager - Related Account.csv and Contact.csv files

In the last video I demonstrate how to map separate account.csv and contact.csv files into CRM Online while maintaining the parent/child relationship.  The key to maintaining the relationship is linking the Account Name field from the contact.csv file to the Parent Customer lookup in CRM. 

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Since this field is a lookup, the wizard opens another screen asking you to define how it should match the value in your contact.csv file.  Since our Company column in the contact.csv has the name (and not the GUID) we will need to search on Account Name (not Account(Primary Key)).

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This will result in contacts being imported while maintaining the parent/child relationship.  In other words, multiple contacts can be imported under 1 Account.

 

- Eric Boocock