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Importing Accounts and Contacts using Data Migration Manager

Microsoft Dynamics CRM


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Old 01-05-2008, 03:54 AM   #1
The Office Guy
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Importing Accounts and Contacts using Data Migration Manager

Hi,

I imported the following in this order:

1. Accounts
2. Contacts (mapped Account Name to Parent Customer which was imported
earlier)

Is there a way to identify the contact as a primary contact during Contacts
import so that Account is updated with a primary contact?

Thanks.
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Old 26-06-2008, 07:27 PM   #2
dem@cfo
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RE: Importing Accounts and Contacts using Data Migration Manager

Office Guy,

I am going through the import process of customers (accounts) and contacts.
Struggling.. You mention below that "..mapped Account Name to Parent Customer
which was imported earlier".

Not sure I have the correct import order. Is it accounts then contacts? How
do I establish the "link" between Customer name and Contact Parent Customer??

Thanks a lot!

Doug
dmoir@thecfogroup.com

"The Office Guy" wrote:

> Hi,
>
> I imported the following in this order:
>
> 1. Accounts
> 2. Contacts (mapped Account Name to Parent Customer which was imported
> earlier)
>
> Is there a way to identify the contact as a primary contact during Contacts
> import so that Account is updated with a primary contact?
>
> Thanks.

  Reply With Quote
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