Importing Salesforce information to BCM

[Guest]

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?

 

[Luther]

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!

 

[Guest]

thanks for responding

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!

 

[Guest]

Is there an easy way to find the field names in the various tables in BCM?

 

[Luther]

Is there an easy way to find the field names in the various tables in BCM?









- 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.

 

[George]

Where can I find the XML schema for the .BCM file (without having to create
an item for every entity, then export)?