How Do I Generate An Mid Code For U.S Import Microsoft CRM: Data Conversion – Import from Act!

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Microsoft CRM: Data Conversion – Import from Act!

Best Software Act! very popular CRM for small and medium size organization. This system attracts the business owner by its low price, plus the system is easy to use. However as your business grows you should rise to the occasion to implement a more advanced CRM solution. The natural question is – how do we convert the data from Act! of the new CRM solution and the mapping of your items for conversion. You can avoid entering operator data with the potential for many errors and mistakes. Assuming you are an IT specialist, we will provide you with the technical side of Act to MS CRM data migration:

o First you need to download Act! SDK from the Best Software website

o Install Act! SDK on the computer, where you plan to program

o We will use an asynchronous data export/import model, this means that we will design the system, which has two parts: export to XML and this XML file import to CRM

or Let’s Code Act! data export application, we will use C# to address the Act Framework classes, we will need these libraries:

using the Act.Framework;

using Act.Framework.Activities;

using Act.Framework.Companies;

using Act.Framework.ComponentModel;

using Act.Framework.Contacts;

using Act.Framework.Database;

using Act.Framework.Groups;

using Act.Framework.Histories;

using Act.Framework.Lookups;

using Act.Framework.MutableEntities;

using Act.Framework.Notes;

using Act.Framework.Opportunities;

using Act.Framework.Users;

using Act.Shared.Collections;

or To connect with Act! database:

ActFramework framework = new ActFramework();

framework.LogOn(“Act Username”, “password”, “SERVER”, “Database”);

o Now we need Act field names to map them to MS CRM fields:

private void ShowContactsFieldsDescriptions(ActFramework framework) {

ContactFieldDescriptor[] cFields = framework.Contacts.GetContactFieldDescriptors();

ContactFieldDescriptor cField;

for(int x = 0; x “;

ContactFieldDescriptor cField;

Object oValue;

// First Name

cField = framework.Contacts.GetContactFieldDescriptor(“TBL_CONTACT.FIRSTNAME”);

oValue = cField.GetValue(cList[i]);

if (oValue != null && !(oValue.ToString().Trim().Equals(“”)))

strContactXml +=”[CDATA[” + oValue.ToString() + “]]”;

// Surname

cField = framework.Contacts.GetContactFieldDescriptor(“TBL_CONTACT.LASTNAME”);

oValue = cField.GetValue(cList[i]);

if (oValue != null && !(oValue.ToString().Trim().Equals(“”)))

strContactXml +=”[CDATA[” + oValue.ToString() + “]]”;

other

strContactXml + = “” + “N/A” + “”;

// Greetings

cField = framework.Contacts.GetContactFieldDescriptor(“TBL_CONTACT.SALUTATION”);

oValue = cField.GetValue(cList[i]);

if (oValue != null && !(oValue.ToString().Trim().Equals(“”)))

strContactXml +=”[CDATA[” + oValue.ToString() + “]]”;

// Job Title

cField = framework.Contacts.GetContactFieldDescriptor(“TBL_CONTACT.JOBTITLE”);

oValue = cField.GetValue(cList[i]);

if (oValue != null && !(oValue.ToString().Trim().Equals(“”)))

strContactXml +=”[CDATA[” + Regex.Replace(oValue.ToString(), “rn”, “
“) + “]]”;

o This is only part of the data, which can be transferred to CRM, the whole list of fields is too long for a small article, but you can design the whole list of desired fields. Please, pay special attention to change

HTML tag – this is required for text data transfer to CRM

o Next is to create the import application. We will not describe here the connection in MS CRM details – please read the Microsoft CRM SDK if you need these examples. We will concentrate on the import behavior.

The XML export file should look like this:

[CDATA[John]][CDATA[Smith]][CDATA[John]][CDATA[1234 W. Big River]][CDATA[Chicago]][CDATA[IL]][CDATA[123456]][CDATA[Toy Corporation]]4F1849C3-9184-48B5-BB09-078ED7AB2DAD

o Reading, parsing and viewing the creation of the MS CRM object is quite simple:

Microsoft.Crm.Platform.Proxy.BizUser bizUser = new Microsoft.Crm.Platform.Proxy.BizUser();

ICredentials credentials = new NetworkCredential(crmUsername, crmPassword, crmDomain);

bizUser.Url = crmDir + “BizUser.srf”;

bizUser.Credentials = credentials;

Microsoft.Crm.Platform.Proxy.CUserAuth userAuth = bizUser.WhoAmI();

// CRMContact proxy object

Microsoft.Crm.Platform.Proxy.CRMContact contact = new Microsoft.Crm.Platform.Proxy.CRMContact();

contact.Credentials = credentials;

contact.Url = crmDir + “CRMContact.srf”;

CorrectXML(“Contacts.xml”, userAuth.UserId);

StreamReader reader = File.OpenText(“Contacts.xml”);

string input = null;

while ((input = reader.ReadLine()) != null)

string strContactId = contact.Create(userAuth, input);

Console.WriteLine(“Contact 0 created”, strContactId);

log.Debug(“Contact ” + strContactId + ” created”);

o Consider in more detail the CorrectXML function – it sets the OwnerId into the XML contact tree:

private void CorrectXML(string fileName, string userId)

File.Move(fileName, fileName + “.old”);

StreamReader reader = File.OpenText(fileName + “.old”);

FileInfo t = new FileInfo(fileName);

StreamWriter writer = t.CreateText();

string input = null;

while ((input = reader.ReadLine()) != null)

input = Regex.Replace(input, “_REPLACE_ME_”, userId);

writer.WriteLine(input);

reader.Close();

writer.Close();

File.Delete(fileName + “.old”);

o Finally, we launch export, import, open MS CRM and view the contact list, transferred from Act!

o Separate task is Sales data from Act!, Notes etc. – we plan to describe it in future articles

Good luck with the integration! If you want us to do the work – call us at 1-630-961-5918 or 1-866-528-0577! help@albaspectrum.com

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