PC Review


Reply
Thread Tools Rate Thread

Importing Salesforce information to BCM

 
 
=?Utf-8?B?SmFuZXQ=?=
Guest
Posts: n/a
 
      9th Oct 2007
Has anyone done this successfully?

We want to move to BCM and transfer all data with attachments to our local
server.

I exported all the data from Salesforce. I created a basic Access database
and linked the tables that contained our data..
Account
Attachment
Contact
Document
Event
Opportunity
OpportunityContactRole
Task

From Access I tried to use the Move Data (upsizing wizard) to the SQL Server
using the default databse created by the BCM install.

It starts then hangs!

Is there an easier way to import the data and attachments into the default
BCM?

or should I upgrade to a full version of SQL?


 
Reply With Quote
 
 
 
 
Luther
Guest
Posts: n/a
 
      9th Oct 2007
On Oct 8, 11:04 pm, Janet <Ja...@discussions.microsoft.com> wrote:
> Has anyone done this successfully?
>
> We want to move to BCM and transfer all data with attachments to our local
> server.
>
> I exported all the data from Salesforce. I created a basic Access database
> and linked the tables that contained our data..
> Account
> Attachment
> Contact
> Document
> Event
> Opportunity
> OpportunityContactRole
> Task
>
> From Access I tried to use the Move Data (upsizing wizard) to the SQL Server
> using the default databse created by the BCM install.
>
> It starts then hangs!
>
> Is there an easier way to import the data and attachments into the default
> BCM?
>
> or should I upgrade to a full version of SQL?


I don't think version of SQL will make any difference.

The basic problem is that you are bypassing BCM, which creates primary
and reference keys in the database. Even if the sql Move Data wizard
completed without errors, BCM won't work unless all the required
columns have the right data.

You best solution is to write a program to create a BCM (XML) file
from your Access database, and then import the file into BCM.

It's a lot of work, but its been done before. Additionally, since I
expect a lot of firms will be following the same migration when they
run into the limitations of Salesforce, you can sell your solution to
them!

 
Reply With Quote
 
 
 
 
=?Utf-8?B?SmFuZXQ=?=
Guest
Posts: n/a
 
      9th Oct 2007
thanks for responding

"Luther" wrote:

> On Oct 8, 11:04 pm, Janet <Ja...@discussions.microsoft.com> wrote:
> > Has anyone done this successfully?
> >
> > We want to move to BCM and transfer all data with attachments to our local
> > server.
> >
> > I exported all the data from Salesforce. I created a basic Access database
> > and linked the tables that contained our data..
> > Account
> > Attachment
> > Contact
> > Document
> > Event
> > Opportunity
> > OpportunityContactRole
> > Task
> >
> > From Access I tried to use the Move Data (upsizing wizard) to the SQL Server
> > using the default databse created by the BCM install.
> >
> > It starts then hangs!
> >
> > Is there an easier way to import the data and attachments into the default
> > BCM?
> >
> > or should I upgrade to a full version of SQL?

>
> I don't think version of SQL will make any difference.
>
> The basic problem is that you are bypassing BCM, which creates primary
> and reference keys in the database. Even if the sql Move Data wizard
> completed without errors, BCM won't work unless all the required
> columns have the right data.
>
> You best solution is to write a program to create a BCM (XML) file
> from your Access database, and then import the file into BCM.
>
> It's a lot of work, but its been done before. Additionally, since I
> expect a lot of firms will be following the same migration when they
> run into the limitations of Salesforce, you can sell your solution to
> them!
>
>

 
Reply With Quote
 
=?Utf-8?B?SmFuZXQ=?=
Guest
Posts: n/a
 
      10th Oct 2007
Is there an easy way to find the field names in the various tables in BCM?



"Luther" wrote:

> On Oct 8, 11:04 pm, Janet <Ja...@discussions.microsoft.com> wrote:
> > Has anyone done this successfully?
> >
> > We want to move to BCM and transfer all data with attachments to our local
> > server.
> >
> > I exported all the data from Salesforce. I created a basic Access database
> > and linked the tables that contained our data..
> > Account
> > Attachment
> > Contact
> > Document
> > Event
> > Opportunity
> > OpportunityContactRole
> > Task
> >
> > From Access I tried to use the Move Data (upsizing wizard) to the SQL Server
> > using the default databse created by the BCM install.
> >
> > It starts then hangs!
> >
> > Is there an easier way to import the data and attachments into the default
> > BCM?
> >
> > or should I upgrade to a full version of SQL?

>
> I don't think version of SQL will make any difference.
>
> The basic problem is that you are bypassing BCM, which creates primary
> and reference keys in the database. Even if the sql Move Data wizard
> completed without errors, BCM won't work unless all the required
> columns have the right data.
>
> You best solution is to write a program to create a BCM (XML) file
> from your Access database, and then import the file into BCM.
>
> It's a lot of work, but its been done before. Additionally, since I
> expect a lot of firms will be following the same migration when they
> run into the limitations of Salesforce, you can sell your solution to
> them!
>
>

 
Reply With Quote
 
Luther
Guest
Posts: n/a
 
      10th Oct 2007
On Oct 9, 5:05 pm, Janet <Ja...@discussions.microsoft.com> wrote:
> Is there an easy way to find the field names in the various tables in BCM?
>
>
>
> "Luther" wrote:
> > On Oct 8, 11:04 pm, Janet <Ja...@discussions.microsoft.com> wrote:
> > > Has anyone done this successfully?

>
> > > We want to move to BCM and transfer all data with attachments to our local
> > > server.

>
> > > I exported all the data from Salesforce. I created a basic Access database
> > > and linked the tables that contained our data..
> > > Account
> > > Attachment
> > > Contact
> > > Document
> > > Event
> > > Opportunity
> > > OpportunityContactRole
> > > Task

>
> > > From Access I tried to use the Move Data (upsizing wizard) to the SQL Server
> > > using the default databse created by the BCM install.

>
> > > It starts then hangs!

>
> > > Is there an easier way to import the data and attachments into the default
> > > BCM?

>
> > > or should I upgrade to a full version of SQL?

>
> > I don't think version of SQL will make any difference.

>
> > The basic problem is that you are bypassing BCM, which creates primary
> > and reference keys in the database. Even if the sql Move Data wizard
> > completed without errors, BCM won't work unless all the required
> > columns have the right data.

>
> > You best solution is to write a program to create a BCM (XML) file
> > from your Access database, and then import the file into BCM.

>
> > It's a lot of work, but its been done before. Additionally, since I
> > expect a lot of firms will be following the same migration when they
> > run into the limitations of Salesforce, you can sell your solution to
> > them!- Hide quoted text -

>
> - Show quoted text -


>From past discussions of this topic, I recall:


There are several names for the fields:

The Outlook object model has property names. Outlook names some
fields, and BCM names their additional fields. Outlook SDK should have
the names of their fields. I have an Outlook 2003 book with the names
in an Appendix. If you program at this level, you should be able to
create an object (e.g. Business Contact) and then iterate through the
collection of properties, printing out their names.

Most BCM fields end up being stored in database table columns. You can
query the BCM database system tables and get a list of columns.

There are the names of the fields seen on the screen, which are
translated for different locales.

BCM has locale neutral names for the fields. There are used for the
element names in exported XML files. If you create a database with one
of each entity (e.g. Business Contact, Account, Opportunity), populate
every field, and export to a BCM file, the file should contain most of
BCM's names for the fields.

The database used to have (in V2) a table that mapped the different
field names and had other useful information like their types and the
maximum sizes of the text fields, but I don't see it any longer. They
may compile it into the product in v3, or I just can't find it, but
you may want to hunt around the database and the BCM files for such a
table. The program has to get the information from somewhere when it's
running.

 
Reply With Quote
 
George
Guest
Posts: n/a
 
      16th Sep 2009
Where can I find the XML schema for the .BCM file (without having to create
an item for every entity, then export)?

"Luther" wrote:

> On Oct 9, 5:05 pm, Janet <Ja...@discussions.microsoft.com> wrote:
> > Is there an easy way to find the field names in the various tables in BCM?
> >
> >
> >
> > "Luther" wrote:
> > > On Oct 8, 11:04 pm, Janet <Ja...@discussions.microsoft.com> wrote:
> > > > Has anyone done this successfully?

> >
> > > > We want to move to BCM and transfer all data with attachments to our local
> > > > server.

> >
> > > > I exported all the data from Salesforce. I created a basic Access database
> > > > and linked the tables that contained our data..
> > > > Account
> > > > Attachment
> > > > Contact
> > > > Document
> > > > Event
> > > > Opportunity
> > > > OpportunityContactRole
> > > > Task

> >
> > > > From Access I tried to use the Move Data (upsizing wizard) to the SQL Server
> > > > using the default databse created by the BCM install.

> >
> > > > It starts then hangs!

> >
> > > > Is there an easier way to import the data and attachments into the default
> > > > BCM?

> >
> > > > or should I upgrade to a full version of SQL?

> >
> > > I don't think version of SQL will make any difference.

> >
> > > The basic problem is that you are bypassing BCM, which creates primary
> > > and reference keys in the database. Even if the sql Move Data wizard
> > > completed without errors, BCM won't work unless all the required
> > > columns have the right data.

> >
> > > You best solution is to write a program to create a BCM (XML) file
> > > from your Access database, and then import the file into BCM.

> >
> > > It's a lot of work, but its been done before. Additionally, since I
> > > expect a lot of firms will be following the same migration when they
> > > run into the limitations of Salesforce, you can sell your solution to
> > > them!- Hide quoted text -

> >
> > - Show quoted text -

>
> >From past discussions of this topic, I recall:

>
> There are several names for the fields:
>
> The Outlook object model has property names. Outlook names some
> fields, and BCM names their additional fields. Outlook SDK should have
> the names of their fields. I have an Outlook 2003 book with the names
> in an Appendix. If you program at this level, you should be able to
> create an object (e.g. Business Contact) and then iterate through the
> collection of properties, printing out their names.
>
> Most BCM fields end up being stored in database table columns. You can
> query the BCM database system tables and get a list of columns.
>
> There are the names of the fields seen on the screen, which are
> translated for different locales.
>
> BCM has locale neutral names for the fields. There are used for the
> element names in exported XML files. If you create a database with one
> of each entity (e.g. Business Contact, Account, Opportunity), populate
> every field, and export to a BCM file, the file should contain most of
> BCM's names for the fields.
>
> The database used to have (in V2) a table that mapped the different
> field names and had other useful information like their types and the
> maximum sizes of the text fields, but I don't see it any longer. They
> may compile it into the product in v3, or I just can't find it, but
> you may want to hunt around the database and the BCM files for such a
> table. The program has to get the information from somewhere when it's
> running.
>
>

 
Reply With Quote
 
 
 
Reply

Thread Tools
Rate This Thread
Rate This Thread:

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are On
Pingbacks are On
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Import from Salesforce to BCM Bill Board Microsoft Outlook BCM 4 13th May 2008 08:06 PM
How do I import contacts from SalesForce.comto Outlook 2007 BCM? =?Utf-8?B?UmljaGFyZCBMb3NjaWFsZQ==?= Microsoft Outlook BCM 0 9th Nov 2007 12:22 AM
Importing SalesForce Contact History in BCM =?Utf-8?B?UmF5IE9sc29u?= Microsoft Outlook BCM 1 16th Jul 2007 08:08 PM
INSTALL BCM - uninstall BCM - install BCM - still no BCM =?Utf-8?B?RHJpeA==?= Microsoft Outlook BCM 2 9th Apr 2006 10:45 PM
BCM import from Salesforce.com =?Utf-8?B?ZnJ1c3RyYXRpb24gYnVpbGRpbmc=?= Microsoft Outlook BCM 1 16th Aug 2004 04:16 PM


Features
 

Advertising
 

Newsgroups
 


All times are GMT +1. The time now is 09:04 AM.