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Kurren

Making a report for data upload

Posted By

Hi.

We're migrating data across two CRM systems (one live, and one brand new with no data) where database backup and restore is not possible. We've decided the best way to do this is by the data upload feature of CRM. The issue is that there is no way to export the data into excel from the live system.

Is there any way to export as much data as possible into excel for use by the data upload feature?

I know reports can do this but there seems to be no built in reports for data upload, and making one to include as much information as possible for data upload seems like a large task.

Thank you

  • 0

    Hi Kurren,

    Why not just write the views with the data you need, and export that to excel through SQL?

    Or write the views, then use an ODBC connection through excel to the database?

  • 0

    Hi Toby.

    I'm in the middle of writing the SQL you talked about, but I cant just do "SELECT * " .

    E.g. if we take the companies addresses, some of these are billing addresses and some are shipping. But with data upload an entire column can either be billing or shipping. So we need to split those addresses into columns for billing addresses and columns for shipping addresses.

    The same kind of issue is faced with many other data tables for Company and Person

*Community Hub is the new name for Sage City