contactCopy Online Help - Export data to Microsoft Dynamics CRM

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Overview

Confirm parsing result

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Settings: Dynamics CRM

Settings: Text replacement rules

Contact information parser

Report wrong parsing result

Microsoft Dynamics CRM

Before you can export data to Microsoft Dynamics CRM, you must configure the connection parameters for your Dynamics CRM Server.
Specify your server name with an optional port number.

You can find out your server by connecting to your CRM server using Internet Explorer. You will find the server name in Internet Explorer's address bar, or by going to File > Properties. Extract the server name and the optional port number from this address.
Examples:
      crmserver:5555
      crm.mycompany.com:5555
      192.168.2.50:80

Dynamics CRM 4 supports several organizations hosted on the same CRM server. Click Get organizations, to retrieve the list of available organizations servers from the server. Then select your organization from the list.

Click Test connection, to test if ContactCopy can connect to your Dynamics CRM server.

With ContactCopy, you can create new Entities of the following types in your CRM server database: Contact, Account, Competitor and Lead Per export operation, you can create one or more entities. If you create both a Lead and an Account object, you can connect them with links to each other by clicking Link contact to account and/or Link account to contact.

Field mapping allows you to define, to which fields (=attributes) of a CRM server entity the contact information fields found by ContactCopy will be exported. Click on Field mapping... type to modify the default field mapping of each entity type.

IMPORTANT!

For using the field mapping feature on a Dynamics CRM 4 server, your Dynamics CRM user account must have the right to retrieve the names of Microsoft CRM entity attributes from the CRM server. If you don't have this right, please ask your CRM server administrator to make the following modification to your Security Role:

In the CRM server settings, go to "Security roles" > [Your role] > "Customization"
'allow "Read" access for "Entity", "Attribute" and "Relationship"

If this change is performed, you can customize the way ContactCopy assigns values to the fields of Microsoft CRM contacts, leads, etc. Otherwise you can only export values using the default field mapping, i.e. export ContactCopy values to Microsoft CRM default fields in a predefined way.

On a Dynamics CRM 3 server, all users automatically have this right, and no change is required.

In the Field mapping dialog, you can specify to which attributes of a CRM server entity ContactCopy will export which values

Microsoft Dynamics CRM entities can be adapted to your company's requirements. ContactCopy's field mapping feature allows adapting its export to any CRM server configuration.

You can specify the export values in several ways:

(1) As a numeric constant

The attribute will be initialized with the specified value.

Examples:
1
1.2

(2) As a string constant

String constant must be enclosed in single quotes.

Example:
'String constant'

(3) As a parser variable

Parser variables are the values which ContactCopy extracted from the textual contact information.

Example:
      parsed_FirstName
      Exports the first name that the parser found in your textual contact information.

The exportable variables are listed in the Parsing result values list box. By double clicking on them, they are inserted in your export value.

The following variables are available:

      parsed_Prefix: salutation ("Mr.", "Mrs.") and/or prefix title ("Dr.")
      parsed_FirstName: First name or initial
      parsed_MiddleName: Middle name oder middle initial
      parsed_LastName: last name
      parsed_Suffix: suffix title ("Ph.D.") or additional name information ("junior")
      parsed_Company: company name
      parsed_Company2: company name, second line
      parsed_Position: position ("CEO", "technical director")

      parsed_StreetAddress1: street address
      parsed_StreetAddress2: street address, second line
      parsed_PostCode: post code of street address

      parsed_PostboxAddress: post box address ("PO Box")
      parsed_PostboxPostCode: post code of post box address

      parsed_PlaceName: city, place name
      parsed_Province: regional information: state (USA), canton (Switzerland), province (Italy), etc.
      parsed_Country: name of the county. This string can be in different languages. Use parsed_CountryIsoCode, if you need the country in a language independent form.

      parsed_Phone1: phone number
      parsed_Phone2: additional phone number
      parsed_Mobile: mobile phone number
      parsed_Fax: fax number
      parsed_Email: email address
      parsed_Url: website address

      parsed_Gender: gender of the first name
        'M'=male
        'F'=female
        'MF'=male or female first name (e.g., Alex)
        '?'=no gender information available for this first name
        ''=no first name was found

      parsed_CountryIsoCode: two character country code (ISO-3166)
      (is the same as the country domain in email and website addresses. Only exception: UK/Great Britain, which has the ISO country code GB
      See http://www.iso.org/iso/en/prods-services/iso3166ma/02iso-3166-code-lists/list-en1.html for details.

(4) As an expression consisting of constants and/or variables

You can use the usual operators (+ - * /) to do basic calculations.
Use the operator "+" to concatenate strings.
You can use PascalScript functions, to calculate values (e.g. UpperCase() und LowerCase(), to convert a string to upper or lower case). See below für a reference of the available functions.

Example:
      parsed_FirstName + ' ' + parsed_MiddleName
      exports a string containing the first name, a space character and the middle name

      UpperCase(parsed_PlaceName)
      exports the place name in upper case

(5) As a script

A script must assign the value which should be exported to the variable result.
In a script, you can implement complex rules using if-then-else. ContactCopy uses PascalScript as its scripting language.

You can find a reference of the most important functions you can use in your script on these web pages:

Reference of PascalScript string functions
Reference of PascalScript arithmetic functions
Reference of PascalScript date/time functions

IMPORTANT! Pick list values have to be exported as integer numbers corresponding to number of the pick list entry.
To export the first pick list entry, specify "1", etc.

Example:
If a country pick list has the following values:
      1 = USA
      2 = Canada
      3 = Mexico

you can use the parsed_CountryIsoCode variable, to export the country to this pick list:

      If parsed_CountryIsoCode='US' then result:=1;
      If parsed_CountryIsoCode='CA' then result:=2;
      If parsed_CountryIsoCode='MX' then result:=3;

Check export value checks if the specifies value is syntactically correct. If the value computed in a script is invalid, you might still get errors during an export operation.

Use the <<Add buttons to insert a variable or a pick list value at the cursor position of the export value field.