5/6/2024 1:30:44 PM
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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 help needed (again)!!!
Posted: 31 Aug 06 9:51 AM
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fiogf49gjkf0d Hi all,
I'm busy working on my migration and thought I had it all sussed when something kreeps up and smacks me across the face :o(
I am trying to import opportunities and their related opportunity products from our old CRM system (Ascent). I have three steps set up in my DTS:
1) Insert into Opportunity
2) Insert into LG_OpportunityExt (extension table created to hold additional data from old system)
3) Insert into opportunity_products table
I created a view in my old system that contains company and opportunity linked together.
By using the 'skip if repeated' function, I have managed to import 1 opportunity and have multiple products associated with it. However, things go a bit pear shaped after that. Say, for example, I am importing an opportunity from my old system that has 4 products inside it. I can get Scribe to create only 1 opportunity but it places 8 instances of each product inside the newly created opportunity. Why 8, i've no idea! Maybe it's got something to do with the fact that there are 8 employees in the company?
Anyway, what I need to do is to only have 4 products inside the opportunity. I understand that I cannot use the 'skip if repeated' function on the last step of a DTS, but the insertion of the opportunity_products is the last step in my DTS. Can anyone help?
I can provide a copy of the DTS file if this will help anyone understand what I'm trying to do.
Darren |
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Re: Scribe help needed (again)!!!
Posted: 01 Sep 06 10:51 AM
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fiogf49gjkf0d Darell,
Because of the joins out, you may have to do this in two shots or build a recursive action.
Carla |
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Re: Scribe help needed (again)!!!
Posted: 01 Sep 06 11:42 AM
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fiogf49gjkf0d Import your products from the other system to you crm first.Flag them off with a Ascent ID in those user fields or unused fields in the product table first.
Then import your Opportunity information to the opp table with the external ascent system oppID in one of those fields(userfield1)
Now import the OppProds and there find the slx OppID by looking for the AscentOppID in the opportunity.Userfield1(Select OppID from oppurtunity where Opportunity.userfield1 = "AscentOppID")
The Key here is the compare the 2 systems and understand the flow first and then start loading the master data while recording the external ID and then go on to load the details..
hth!
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