Archive for August, 2008
Updates don’t work
I tried a bunch of ways, including to attempt to import the precise fields that were exported without any changes, and I get nothing but errors. More research and/or tech support.
Read Full Post | Make a Comment ( None so far )Update attempt via data migration manager (DMM) no work
tried to import same file via DMM. Got 100% failures. This was repeated for each line.
“1″,”updateEmailtoCRM.csv”,”2″,”An error has occurred. Please see the log file for more information.”,””,””,”Generic SQL error.”
First crack at import not working
I’ve only got a few fields to import for the Member (contact) attribute:
GUID
Last Name
Email1
Email 2
and going through the import wizard fails.
I will try on Data Migration Manager (DMM)
mass-update is next
I’ve got to be able to do mass updates of various data and see this feature is available via the web import tool, (“Enrich data by updating…”) which is weird b/c the MS folks told me updates are essentially impossible, yet a blog post from way before my tech support call says otherwise.
My process will be:
Export [...]
Read Full Post | Make a Comment ( None so far )Importing completed
Whew. Lessons learned:
Leave that friggin’ first checkbox UNCHECKED. damn.
Do things in the smallest possible increments so that you don’t invest a lot of time only to find out it’s not working.
If possible, do all the manipulation on your end before you import. e.g.: I had “M/F” for gender in my db but MS wants 1/2. [...]
Maybe upload never happened
I never deleted my member (contact) records before the import so that’s probably why: the “dups” never went in.
Now I deleted the members AND republished the attribute containing picklists. Lets see.
deleting extra picklists and re-importing didn’t work.
damn. I deleted the extra picklist entries. then imported from the data migration manager with the box checked OFF and got the same problem.
wtf.
Perhaps I need to publish the member table to get the picklists to take effect. crap.
Delete migrated data doesn’t delete migrated data
If the migration creates new picklist entries, running through the “delete migrated data” process is microsoft CRM does NOT delete the newly created picklist entries.
better watch out for that checkbox! IMO they should leave it UNCHECKED by default because the worst that will happen is you’ll get error messages if you mistakenly leave it unchecked.
but [...]
Import checkbox confirmed
Good news and bad news:
Good: I confirmed that you get picklist imports to work right be leaving that checkbox (check my prev post) UNCHECKED.
Bad: I accidently left it checked and now I have a bunch doo-doo in my picklists.
Now I get to test the “undo the import” feature. Lets see if that works.
I think I do know why
wait! I think I know why. This time around I left the “To accommodate the source data, automatically customize Microsoft Dynamics CRM list values and length of attributes” box unchecked.
I don’t think I did that when I tried my first import.
My guess is here that leaving this unchecked forces MSCRM to actually see if you [...]
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