+2Hi,
I’m trying to build a simple Business Lead migration job from excel. I need to input, among other things that work great, also note into Business_Lead.Note
Here’s how I’ve got it set up for now:
Here’s the method:
Now when I validate and execute in excel all goes well but no note is migrated:
Any idea what am I missing please?
+11Hi
Ran into the same challenge last year - this is how I solved it:
3 Migrations Jobs
MJ1 = CREATE_TABLE_FROM_FILE
When loading the data in MJ1 add a dummy column called LEAD_OBJID with a default value of ‘NO_OBJID’:
MJ2 = Use data loaded into IC table to create Business Lead, standard migration job using multiple methods:
You can see the last 2 methods are a bit different.
Method 60 is to mark the row as processed in the IC table to stop Leads from being uploaded more than once and to facilitate the updating of the Notes field.
You have to complete the following Source Mapping for Method 60:
Method 70 starts another migration job to update the BL Notes field:
MJ3 = Formatting Tab:
Method List Tab:
Source Mapping Tab:
Use the LEAD_OBJID dummy column to find the new Business Lead, a simple select to get the Objversion and enter the column name(s) from the IC table created in MJ1 as the Note (I am using a simple SELECT … FROM DUAL to format my note as per business requirements).
Maybe someone has a simpler way to do it but this works :-)
+11+2Amazing, thanks. I’d still love to have a simpler way but will also check this out.
By the way I see that you’re inserting contact, I’ll need to do that too so will try to replicate.
Thanks!
+11Amazing, thanks. I’d still love to have a simpler way but will also check this out.
The source migration - what was your source please? some CRM?
By the way I see that you’re inserting contact, I’ll need to do that too so will try to replicate.
Thanks!
No worries
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