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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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Scribe Import Into SalesLogix 6.2
Posted: 15 Aug 06 2:53 AM
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fiogf49gjkf0d Hi,
I'm currently trying to do an initial migration from our our legacy system to our brand, spanking new SLX 6.2 system. For simplicity, I have exported the account and contact tables from our old system into a spreadsheet with 1 row per contact/company details.
The problem is, i'm confused as to how to import the account information seeing as the address info is stored ni a different table. From what I can see, I need to populate the 'addressID' and shippingID' fields in the ACCOUNT table. I also need to populate the ENTITYID field in the ADDRESS table.
Is there a way to get Scribe to make these connections automatically? If so, how?
Please be aware that i'm not too hot on importing or using Scribe (in fact, i've never used it before) so i'd appreciate it if you could explain in 'Scribe for Dummies' terms.
Thanks,
Darren |
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Re: Scribe Import Into SalesLogix 6.2
Posted: 15 Aug 06 8:30 AM
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fiogf49gjkf0d Darren, RJ and others have come up with some good suggestions for you in ittoolbox..
somethings from me...
before starting the data import, did you make sure that all the fields in the legacy system has got matching columns in salesLogix??if there are extra columns in yur legacy you may want to create 1:1 tables with acc/contacts and then import that data there as well...
Also what db is that system?? Any ODBC compliant db can be connected as source in scribe and then be used to load to saleslogix.
Also if you want to find out which tables are affected in slx when you do some in the client , turn on the slxprofiler and that will tell you the sqls executed in the background database.This can be used in the scribe dataload jobs for importing that same functionality(if one exists in your legacy).
If you save your DTSs, then you'd be able to access the same datasources when you open it.If you want to automate scribe jobs it is possible thru some kinda commmand line tools available with it(without setting up the whole server thing)
Another thing while importing data to tables with a relationship in slx...When you use the saleslogix adapter to import the data, you import all the columns that you want to the parent table and then map other source columns to the subtable(1:1 with parent) columns as well..Scribe inernally handles the keys created on these 2 tables and you dont have to worry about those keys....
-Nandu
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Re: Scribe Import Into SalesLogix 6.2
Posted: 15 Aug 06 9:05 AM
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fiogf49gjkf0d Thanks for the tips nandu,
I've been playing around with Scribe today and have found the virtual fields in the adapter that allow the entry of address info. So that's my first hurdle overcome. So, I proceeded to do a test import. I then ran into my second hurdle - notably, i've treated every source row as a unique company. I now have tons (well, 40 to be exact) of duplicate entries all over the place. I guess i'll need to add a 'skip if' clause somewhere in the insert step.
To answer your question, it's a SQL Server so I should be able to simply pull straight from that. I was only using a spreadsheet tfor testing purposes. I'll need to move over to SQL as a data source soon. I do have extra source columns and i've already created 1:1 extension tables to handle these.
I presume that's where Scribe's 'Key Cross Reference' feature comes in handy, right?
Darren |
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Re: Scribe Import Into SalesLogix 6.2
Posted: 15 Aug 06 9:30 AM
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fiogf49gjkf0d If you look at the target adpater properties there is a tab where you can instruct the input rows to bypass if some source field is empty or repeated or something...You may wanna use that .But pls note that you maye byapss the whole record if that is the case.
one question is how come the dup records are in slx now?? is that because the other system had dups in there and you are just exporting it...If the relationships are maintained in the other system properly, you can import them the same way using scribe to slx.Just be sure to mark them in slx with the external system IDS in userfields in slx tables.This can be used to seeks those recs for later updates etc if required...(Lifesaver to be exact!!!)
Also, While playing around with the data try as much as possible to use the data from the final datasource as this can get tricky with scribe at times. |
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Re: Scribe Import Into SalesLogix 6.2
Posted: 15 Aug 06 10:21 AM
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fiogf49gjkf0d Hi Nandu,
The reason for the duplicate entries:
I imported from the Scribe Sample Text file - AccountCountact table. I simply imported this into SLX as a straight 'insert' step and clicked 'go'.
I was initially going to export from my existing database to create the same flat fiel format e.g. account and contact on the same row but I guess this would create multiple entries for the same company. I think I would be best importing account in a seperate DTS then go back and do the contacts in a different one.
Do you agree with this?
Darren |
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Re: Scribe Import Into SalesLogix 6.2
Posted: 15 Aug 06 10:49 AM
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fiogf49gjkf0d Originally posted by Darren Savery
. I think I would be best importing account in a seperate DTS then go back and do the contacts in a different one.
Do you agree with this?
Darren |
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I dont.Even if the source row is only one, you can have multiple targets tables in scribe and have that information distributed on different tables like accounts and contacts..
Originally posted by Darren Savery
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I was initially going to export from my existing database to create the same flat fiel format e.g. account and contact on the same row but I guess this would create multiple entries for the same company
Darren |
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the process that you mentioned is not going to create dups if both account and contact process are done in a single step- Meaning the scribe is going to go thru all the steps for a single source row of data.Hope it is clear now.
There are no ways to insert an attachment in a post...Otherwise i would have asked you to post your DTSes here 
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Re: Scribe Import Into SalesLogix 6.2
Posted: 15 Aug 06 11:08 AM
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fiogf49gjkf0d Nandu,
Thanks for all your help for I am simply a newbie
I should hopefully have a DTS I could send you within the next day or two if you care to look at it for me?
Do you have any example DTSs you could show me as an example? If so, you could send them to darren.saveryATlogitech.uk.com
Any help you give me is much appreciated.
Best regards,
Darren |
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Re: Scribe Import Into SalesLogix 6.2
Posted: 15 Aug 06 11:35 AM
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fiogf49gjkf0d sure...i have a million of them...What exactly do you want ??
something which would seek for an account name in the same postal code and if there is one then update that account with some source data + if there is no match then insert account, contacts with those addresses as well...right?
i will send this one and another one which would insert acc/contact with their addresses straight from an access database...
hth! |
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