Is there a way to create a CRM record with predefined GUID via SSIS and Kingswaysoft?
I know this is possible via C#, by assigning ID property to new GUID.
If at all i create a column named ID, to which destination column it needs to be mapped?
Thanks
Ideally, in order to populate a value to a record in SSIS using the KingswaySoft component, you would need to map a value from Upstream components. The same applies to GUIDs as well, unless you wish to populate a new GUID value for the field. In that case, you can simply leave it unmapped. In the case of predefined GUIDs, if you wish to provide values in a static way, then you may need to map the value using a Derived Column component. Could you let us know your specific use case and we can let you know our thoughts?
Alternatively, you can reach out to our Support team and we'd be more than happy to review the details with you.
Related
I am somewhat new to MS Access and I have inherited an application with a table that uses this Lookup feature to replace a code with a value from a query to another table.
When I first used this table and exported it to Excel for analysis, I somehow got the base ID number (or whatever it would be called) rather than the translated lookup value. Now, when I do this, I get the translated text. The biggest problem is that while the base value is unique, the translated values are not, so I cannot use them for the work I am doing.
Can someone explain how to get the underlying ID value rather than the lookup value? Is there some setting I can use or some way to reference the field upon which the lookup is based. When I query the ID field, I get the lookup value. I know that the first time I did this, the spreadsheet contained the ID number not the text.
For now, I created a copy of the table and removed the lookup information from this copy, but I know I did not run into this when I did this the first time.
Thanks.
When you export to Excel, leave Export data with formatting and layout unchecked. This will create a spreadsheet with raw data values in Lookup fields.
Export settings image
Can anyone help me for upserting the record in CRM11 using kingswaysoft crm connector ?
I have an excel sheet which contains employee number and other details, not any guid. I need to insert or update these data in CRM11.
Do we need guid to update the record. Can we not proceed for update without guid I mean based on employee number ? If yes then how to fetch the guid using employee number through CRM connector ?
Here need DEPARTMENT entity detail based on their name provided in excel sheet, basically need to LOOKUP. Is it possible to fetch other entities details like department through CRM connector instead of directly pointing to the sql database ?
We (I work for KingswaySoft) support manually specified fields to be used for Upsert operation. It is a relatively simple configuration. You basically choose Upsert as the action on the general page of the CRM destination component, then "Manually Specify" as the Upsert/Update matching criteria. After that, you would head to the Columns page to select the matching fields which become the Upsert key fields. In the case that you set up this type of manually Upsert, you don't need to worry about GUID (and you should not map the primary key field just to be safe). When the Upsert action happens, we actually first do a lookup of the key values based on the matching fields that you have selected, it would create a new record if no match is found and our component will return the newly created record's ID in the default output. If a match is found, we use the GUID value from the lookup operation to perform an Update.
If you have to perform the Upsert based on a field from a lookup (or related) entity, you would have to go a different approach (as suggested by our team above), you would be using an SSIS Merge Join component. The idea is, you use a CRM source component to read from CRM. The source component would be using a FetchXML query that reads from the target entity by joining with the lookup (or related) entity that you want to pull the key values. After the merge join component, you would know whether a match is found. If a match is not found, then you would send to a destination component to perform a Create action. Otherwise, if a match is found, you would send it to a destination component that performs the Update action. The merge join component would be doing a left join.
Hope this helps. Please feel free to let me know if there is anything else that we can help with.
have you taken a look at our Help Manual? You can find instructions for how to use our destination component to write data to a destination Microsoft Dynamics CRM server.
Our CRM destination component supports Upsert action, which would update any existing records in CRM if matching can be found, otherwise create a new record.
There are four matching options supported when the Update/Upsert action is selected: Primary Key, CRM Duplicate Detection, Manually Specify, Alternate Key.
You can use Manually Specify matching criteria if you do not know the GUID value and would like to perform Update/Upsert based on the employee number.
Our CRM toolkit uses CRM Web Services to communicate with CRM, we do not work directly with your SQL database.
To perform LookUp based on the name in Excel, you can use SSIS Merge component to find the Department details of the records in your excel sheet.
Hope this has helped, feel free to reach out to us if you have more questions.
Upsert doesn't exist in CRM 2011 so you'll need to do it manually in two operations:
Retrieve based on Employee number, then
If exists => Update, otherwise, Create
I have a Custom Source DataFlow Component whose O/P will differ every time, I need to Insert those records in to a Destination table.
Problem:-
Can't Specify the Input columns at Design time for Destination Component.. as in actual for every call to the DataFlow task, The source component gonna return Different O/P Columns based on the Table Schema.
Solution Needed For:-
How to accept whatever inputs are available without any mapping in Destination DataFlow component(either by any Existing Component or by Custom Component)?
The data flow's fixed structure is there for data validation and to optimization purposes. All of it's components are going to have fixed input and output columns. I would suggest the following possibilities:
Write a data flow for every possible schema. There are probably a finite number of possibilities. You could reduce the effort of this task by using BIML which could generate the package structure for you. This may also introduce the possibility of parallel loading.
Use a script task instead of a data flow. In the script task, write the rows for each input into a table.
m
If you need to pass multiple inputs to a single script component, the only way I know to do this is by passing the multiple inputs to a UNION ALL component, and then passing the single output from the UNION ALL to the Script.
You'll have to account for any differences between the two columns structures in the UNION ALL, and maybe use derived columns if you need an easy way to identify which original input a row came from.
I know this is way late but I keep seeing this UNION ALL approach and don't like it.
How about this approach.
Run both data flows into their own recordset destination and save into a variable of type ADO object
Create a new dataflow and use a script source and bring in both ADO objects
Fill datatables using adapter and then do what ever you want with them.
I have following issue with IBM Integration Designer (BPM Advanced 8.5.6):
I want to retrieve a row from a database table, thus I created a JDBCOutbound interface via wizard. The Designer automatically creates a Business Object Type as input for this operation, being built up of one string named "verb" and another generated BO which just has all the columns of my table as attributes. When I now try to assign something to the "verb" variable I only have the values "insert, update and delete" as possible values in the dropdown. But I actually want a Select.
Does anybody know what to do in this case?
Thanks in advance!
David
I found out that the verb is ignored, when you have a retrieve operation. All you have to pass is the BO with the field values you want to search for.
Not sure if there's any way to do this, but we're trying to programmatically determine dependencies in our ETL process, specifically whether modifying a column in our source data set will impact our ETLs and if so, which ones, ie. with a package 'myPackage' containing a data flow task that draws from 'sourceTable' and includes various columns including 'column1' and ultimately loads 'destinationTable' with 'column1New' is there any way to query the SSIS package itself to determine that column1New is based on column1 (does lineage provide anything of use here?)
Each column you use in a transformation of your package is associated an ID. The next component to which the column is passed down to will refer to that column using the lineage ID property, but is given a new id.
You could query the XML of your package to trace the path a column takes by creating a map of these IDs. However, this might be difficult to implement in a stable way.
This might help you on your way:
http://blogs.msdn.com/b/helloworld/archive/2008/08/01/how-to-find-out-which-column-caused-ssis-to-fail.aspx