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Scribe Online: Defining an Advanced Data Map

   Words by CRM Consultancy

   on 31/01/2016 16:01:51

Now we have defined a Basic Data Map to see Scribe Online in action – we can take the ‘kid gloves’ off and look at a more practical map.

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After the Connections have been set, this gives us a number of Commands that we can drag into the Execution area:

  • Add a Query step from the Source so the Map knows to read a series records from Source
  • Add a For Each Result step to inform the Map to loop through each record returned by the Query
  • Add a Update/Insert step to prompt that an existing record in CRM should be Updated, or a new record to be Created.

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  • We can then modify the details our Update/Insert to tailor how the step will run.
  • Matching Criteria - to determine how the Map will decide between Update or Insert
  • Fields – configure which fields should be copied from Source to Destination, and whether any translation logic (via script) should be put in place

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Matching Criteria from Source to Destination

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Mapping Data Links from Source fields to Destination fields

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Using Script to develop a set of logic for how the Source field should be translated into the Destination field

  • The Scripting here mirrors the Script from the earlier versions of Scribe Insight, which in turn mimics aspects of Excel Scripting, and so can be quite familiar after an initial learning curve.
  • Once we have our Query, Matching Criteria and Data Links in place, we are then ready to Preview our Advanced Map.
  • Preview – we do this by clicking in the Debug tab and clicking Start, this then allows us to run through our steps one step at a time

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  • Here we can view how the data changes whilst going through the steps – seeing the raw input from the Source, to the formatted Update Message that is then passed to Dynamics CRM, which gives us the ability to spot and track errors as they happen.
  • After reviewing our Advanced Map via the Debugger and ironing out any problems, we are ready to run for real.
  • We do this by jumping back to our list of Maps in the Solution, and clicking Run Map Now
  • Scribe Online will start the job running as a service in the background, and then give us a pop-up notification when the job finishes.
  • After which, we can review previous jobs (in the same fashion as a Simple Map) by highlighting our Solution and clicking View History – this gives the list of past executions and the rows of data processed:

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  • This should be familiar to users of Scribe Insight, as is effectively the Online method of viewing the Execution Log.

  • This then imports into CRM and completes the migration job for the Advanced Map:

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  • The data can then be used for the intended purpose in our CRM Solution:

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This is aimed at showing how an Advanced Map can be used to migrate data into Dynamics CRM using Scribe Online as part of a wider post here on Scribe Online.

Further Reading

Defining an Advanced Map

http://help.scribesoft.com/scribeonline/en/advsys/maps/adv_mapdefine.htm

Using Scribe to Migrate Data From a Text Field to an Option Set

https://blog.westmonroepartners.com/using-scribe-to-migrate-data-from-a-text-field-to-an-optionset/

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