CODEWITHSUNDEEP
ssismigrationdynamics-crmkingswaysoft
KCodeR
KCodeR

Reputation: 139

Kingsway soft SSIS dynamics crm migrating marketing lists and connections

Is there a certain process to follow when migrating connnections between records and connection roles using kingswaysoft package as it seems to create duplicate connections.

Also what is the process of migrating marketing list members for both static and dynamics marketing lists?

Upvotes: 1

Views: 1337

Answers (1)

KingswaySoft
KingswaySoft

Reputation: 927

In order to migrate the connection between records, you would need to work with the connection entity. To create a connection between two records, you would need to specify a source record and a target record in the CRM Destination component, in which case you can use the record1id and record1idobjecttypecode fields to specify the source record and record2id and record2idobjecttypecode fields to specify the target record. If you want to specify the relationship between the participants in the connection, you would need to specify the record1roleid and record2roleid fields.

In regards to the migration of marketing list and marketing list member, you would need to work with the list and listmember entity. You may need to migrate the list entity first and then the listmember and specify the listid in the CRM destination component. The type field in the list entity defines whether the list is static or dynamic, we do offer a CRM Migration Starter Pack which can give you some general ideas of the migration process, you can find more detail on our KingswaySoft's website.

Upvotes: 1

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