Issue with CRM Destination

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Dave Stein

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Jul 9, 2012, 2:21:56 PM7/9/12
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I'm trying to learn to use the CozyRoc Dynamics CRM Source and Destination in preparation for purchasing the product. However, I've run into an issue. 

I'm trying to add a CRM Contact Record from a legacy system and need to tie that Contact to a specific account. I have the AccountID from the Account Entity, but when I try to use the CRM Destination for the Contact entity, AccountID isn't among the available destination columns. 

I'm not sure if this is a CozyRoc question or just a CRM question. How do I enter legacy data into it so that I can link Contacts to their corresponding Accounts? 


Ray Riopel

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Jul 9, 2012, 2:26:02 PM7/9/12
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You're looking for parentcustomerid.

--
Ray

Dave Stein

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Jul 9, 2012, 2:29:56 PM7/9/12
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Ah ha! And join back to AccountID in the Account entity. Thanks. 
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