Search results by user ID 5154

Re: Remove multiple customer/contact records

roger — Tue, 02 Aug 2011 21:06:54 GMT

Let me provide some more details...I exported from Method the 'Contacts' table and someone went through and updated the 'Entity' and 'EntityRecordID' fields to "group" contacts that share the same shipping address (aka same customer). Now I would like to import the updated contact records but I'm not sure this will replace the current contact records with the updated "Entity" information or just add the "new" contacts.

I am also concerned that since Method was recently updated, the data may not transfer properly...any concern with that?

Remove multiple customer/contact records

roger — Mon, 01 Aug 2011 18:11:09 GMT

Is there anyway short of deleting each contact individually to delete a group of contacts? We imported a tremendous number of records from our previous CRM and would love to now make them "disappear" and replace them with better information. If not, is it possible to "wipe" the entire contact table and start over?

Import CRM Data

roger — Fri, 27 May 2011 16:42:42 GMT

I am working with a client to import data extracted from their current CRM (Maximizer). The 'Import/Export' section under 'Integration Tools' appears to contain the "right" tools. However, I have a few questions...

Which Method tables contain bits of information related to CRM? It appears obvious that the 'Contacts' and 'Customer' tables are involved (setting the 'IsLeadStatusOnly' field to 'TRUE') but are there other tables (LeadSource, Opportunity, etc.)?
Do I import the 'Customer' table data first and then export the updated 'Customer' table to match the "auto-assigned" 'RecordID' to the 'EntityRecordID' field listed within the 'Contacts' table? If so, do I need to "map" fields listed within the 'Contacts' table that are "shared" with the 'Customer' table (e.g. address fields)? Also, is it sufficient to include the 'EntityRecordID' only or should I also include 'Entity_RecordID' and/or 'EntityType' data?
Is the 'SalesRep' field pulled from a different table or a "disconnected" field contained within the 'Contacts' and 'Customer' tables? BTW, the 'Customer' table contains a 'SalesRep_RecordID' but the 'Contacts' table appears to only contain the 'SalesRep' field? Is this "shared" data from the 'Customer' table or unique to each table?

Thanks in advance!