Dec 20, 2016

Migrate Connections using Kingswaysoft Adapter

We all use Kingswaysoft Adapter to migrate data to Dynamics CRM. Just thought of sharing related tricks.

Here I reveal how to migrate connection, which can be little tricky than other entities. Important part is we need Connection roles are configured correctly. In my example, Employee and Employer Roles needs to be configured as illustrated below.

Account (i.e. Organisation in given example) is Employer and Contact (i.e. Individual in given example) is Employee. See how they associated with each other and enabled for particular entities.
Now see the fields we need to map with relevant information. We pass correct texts for Roles and Guids for related records. We need to pass object type code as well.

Actual fields we are mapping here as below;

Record1id = Connected To
Record1roleid = Role (To)
Record2id = Connected From
Record2roleid = Role (From)

For Roles need to resolve with Primary field as below since we are passing the names. For the safe side I enable the "Ignore Case". Still we need to make sure spellings are correct.

Object Type Code for Custom entities
This is tricky since this value can be different based on environment. Just check the URL of an open record of same type to obtain it.

No comments:

Post a Comment