importing data

Importing completed

Posted on August 27, 2008. Filed under: Lessons Learned, importing data, milestone |

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.  [...]

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Maybe upload never happened

Posted on August 26, 2008. Filed under: importing data |

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.

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deleting extra picklists and re-importing didn’t work.

Posted on August 26, 2008. Filed under: importing data |

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.

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Import checkbox confirmed

Posted on August 26, 2008. Filed under: importing data |

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.

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I think I do know why

Posted on August 26, 2008. Filed under: importing data |

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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it’s working and I don’t know why

Posted on August 26, 2008. Filed under: importing data |

I hate it when stuff works and I can’t figure out why! 
All this time I didn’t think importing picklists would work unless I hand-edited the data map.  So in my incremental testing, imported only one picklist field.  No data map.  I did have all the picklist values previously defined via the customization.
And the import worked.  [...]

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Starting over with data migration wizard (DMM)

Posted on August 26, 2008. Filed under: importing data |

I’m getting some weird errors and I didn’t do a good job of previously preserving a known-working import (sans picklists) so I’m going to start a migration of the Member file all over again.

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Success! XMLnotepad2007 manually edits data maps

Posted on August 26, 2008. Filed under: importing data |

I’m getting happier. I just did a test edit by copy/pasting nodes from one export map to another and then tried importing the map. it works.  Now lets edit the rest of it and see if it *really* works!

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switching to XML notpad 2007

Posted on August 26, 2008. Filed under: importing data |

I have a hunch that dreamweaver is getting in the way so based on the MS docs I’m going to install XML notepad 2007

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Data Migration Manager (DMM) hand editing import maps

Posted on August 26, 2008. Filed under: importing data |

This thing is picky, but not as picky as the web-based import wizard.  With that tool, I exported a map, then did nothing other than make the file human-readable (i.e. insert CR & spaces) and I get an import error.
 
I can at least edit  DMM exported data map (with Dreamweaver MX 2004 [i know]), save [...]

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