by rssbus | November 21, 2017

Migrate Accounts from DynamicsCRM to Salesforce


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Migrate Accounts from DynamicsCRM to Salesforce

The sample project featured in this article has built-in templates for retrieving DynamicsCRM accounts and inserting them into your Salesforce account, as well as a map script that will transform the XML structure of a DynamicsCRM Account to a valid Salesforce account, ready to be sent to Salesforce.

The ports are configured to automatically move files from one port to the next until the accounts from DynamicsCRM are added to Salesforce. If there is already an existing account record in Salesforce with a matching account name, the application will instead update the existing Salesforce account with the new data. You can login to your Salesforce account to check for your new account.

The map port and Salesforce port are preconfigured to operate automatically. You can schedule the application to poll DynamicsCRM for new records whenever you want the job to run from the DynamicsCRM port settings page, or manually process files using the Receive button from the Receive tab of the DynamicsCRM port.

In order to configure the example, please follow these steps:

  1. Go to the Ports tab and click the Import Settings button. In the dialog that appears, choose the file DynamicsSfdcMigration.zip to import the project's settings and port configurations.
  2. After you have imported the sample, start by selecting the DynamicsCRM port and navigating to the Settings tab. If you have not already installed the DynamicsCRM port, the application will prompt you to install it.
  3. From Settings, to connect to your DynamicsCRM account, the URL, User and Password of your account need to be set to their respective fields. If you are using a DynamicsCRM Online account, make sure to also set the CRM Version option as CRMOnline.
    After setting these credentials, click the Test Connection button to verify that you can connect to your DynamicsCRM account from RSSBus Connect.
  4. Next, open the Salesforce port and navigate to the Settings tab. If you have not installed the Salesforce port, the application will prompt you to install it.
  5. To connect to your Salesforce account, the Username, Password and Security Token of your account need to be set to their respective fields. The Username and Password are the same credentials you use to log into your Salesforce account, while the Security Token is a code assigned by Salesforce that is changed whenever you reset your password. If you do not know it, you can send a request to Salesforce from your account to have the token reset.
    After setting these credentials, click the Test Connection button to verify that you can connect to your Salesforce Account from RSSBus Connect.
  6. To execute the sample, navigate to the Receive tab of the DynamicsCRM port. Click the Receive button to begin retrieving account records from DynamicsCRM.
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