Step A)
Setup CRM Server/Entity Schema
Do you have to import relationship between entities?
no: Your CRM Server is OK
yes: Add prefix_OldId attribute to each
related entities(from CRM Web U.I.). Why do you need OLDID
attribute? |
|
Step B)
Setup CRiMport
- Start CRiMport application
- From "Option Menù", Click "Set CRM Server name"
- From "Option Menù", Click "Set CRM Credentials"
- From "Option Menù", Click "Set OLD_ID name" (only if you import relationship between entities). This value must be the same value used in step A.
- Click on "Load Entities" button (or from "Action" menu, click on "Load entities" button)
- In the left box, select entities you have to import
|
|
Step C)
Create Staging DB
- Click on "Create SQL Server DB"
- Set the server name
- Set Credentials
- Set DB name
- Click on "Create database" button
- In the message box click "OK"
- In the second message box click "YES" (it will be set "db connection string" in option menu)
|
|
Step D)
Populate Staging DB
You can populate Staging DB in several ways:
- using SQL Server DTS technology
- using SQL Server Import/Export wizard (SQL 2000 documentation) (SQL 2005 documentation)
- if you have SQL Tool on your PC, you can launch "Import\Export wizard" from CRiMport
"Tool" menu, clicking on "Import into Staging DB Wizard"
- You can create an ad-hoc query to import data into Staging DB tables
- You can use third-party tools to import data
|
|
Step E)
Import data into CRM
- click on "Import" button in CRiMport application
|
|