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Scribe Online: Defining a Basic Data Map

   Words by CRM Consultancy

   on 31/01/2016 11:00:17

After defining our Connections in Scribe Online, we can then look at defining a Basic Map to pass data from Source to Destination.

So our next step is configure how the data will be migrated from the Source to the Destination – to do this, we work our way through these steps:

  1. Give our Data Map a Name and Description
  2. Select the Source Connection, and the Entity from the Source Connection
  3. Select whether all records from the source should be migrated, or a selected filter of records.
  4. Select the Destination Connection, and the Entity we want to migrate data into
  5. Select the Operation Type for how we want this data migrate - Update first, then Insert - Update Only - Insert Only - Delete
  6. For Update Operations, select a field which matches records from Source to Destination to control which record in the Destination should be updated from the Source

image

We these basics defined, we can then configure the ‘meat’ of our Data Map in terms of which Source Fields are matched to which Destination Fields – for this, Scribe Online gives us a Drag-n-Drop interface to pull Source Fields onto Destination Fields to define or map:

image

With that done, our Simple Data Map is ready to go and so back in the main interface we can Run Map Now and see how our data migrates across.

NOTE: With any Data Migration, we would always recommend migrating into a Development or Test Environment first so we can see and evaluate the outputs before taking the process into Live.

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We can then see the success (or otherwise!) of our job by the View History button:

image

These Basic Maps are fine for simple pushes of data from A to B – however the true power of Scribe (both Insight and Online) is the ability to develop complex maps that combine multiple Matching fields and Scripts to translate unpredictable data in the Source to more managed data in the Destination, and for so, we need a more Advanced Map.

For this we have the next article in this series: Scribe Online – Defining an Advanced Map

Further Reading

Defining a Basic Map: https://help.scribesoft.com/scribeonline/en/sol/maps/sy_mapdefine.htm

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