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Forum to discuss general SalesLogix import and data migration topics. View the code of conduct for posting guidelines.
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7.2 Import Wizard - using cross reference files
Posted: 30 Aug 07 9:32 PM
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OK - another strange area for me. The documentation is not exactly bountiful either! Maybe I'm just having an off day, but I can't get this to work - even though it looks very promising while I am working through the wizard.
In my source data, I have usernames (Bob The Builder, John Smith, Geoff Hurst and all the old favourites).
What I want to do as part of the import is retrieve the associated UserID and populate Account.AccountManagerID with it.
So I created a Cross Reference file, created a 'UserIDFromUsername' cross reference (of type 'Users').
Then in my field mapping to Account.AccountManagerID, I created an XReference, using the source AccountManager field (which is actually username, as mentioned above).
Resulting value is
XReference(ACCOUNTMANAGER, UserIDFromUsername)
Proceeding through the wizard, I am presented with a screen asking me to map 'Import Users' to 'SalesLogix Users', which I complete (and Save).
Everything is looking very promising - but when I do the import, the mappings have not worked at all - none of them. The AccountManagerID is blank (I did not set a default user during the import).
To add insult to injury, even though I have saved the mappings, the next time I run the import they have disappeared and I have to do them again. 'Load User Mapping' seems to do precisely nothing.
I obviously have some conceptual problems here, because I am sure that this stuff must work if you know how to use it. Can anyone suggest where I might be going wrong??
Thanks.
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Re: 7.2 Import Wizard - using cross reference files
Posted: 31 Aug 07 3:08 AM
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Hi Phil, I think you are overcomplicating it - just drop your field from your source table onto account.accountmanagerid. Then, everything will work fine - you will still get the abilty to xref the users from the source (Bob Smith to Robert Smith of example). And you can save that mapping (which, as you say, you reload via the Load User Mapping).
But, afaics, you've no need to do this via code/script. |
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