Attachment and Task migration through Scribe Insight

Posted On June 5, 2015 by Posted in

Key Technologies: Scribe Insight, CRM Online

Note: This article assumes experience on Scribe Insight for Data Integration/Migration and understanding of CRM Online

Sources: CRM, Salesforce

Activities like Tasks need to be migrated and linked to an entity (Account, Contact, Lead, Opportunity and so on).

For storing the GUID from CRM, perform a seek step on the entity and then insert the task associated with it.

Store the Guid of the Entity from seek step in a Variable (Leadid/Contactid/Accountid/Opportunityid) and then use it in the next step.

Notes and Attachments are stored in Annotation entity in CRM

In Scribe, configure source and and select ‘annotation’ entity in the target(CRM).

1. Seek step will lookup ‘accountid’ and if it finds one, will continue to next step else the record will be skipped

2. Note/attachment will be inserted to the respective Id found.

Similarly design for contacts, leads and opportunities by selecting the respective entity.