Export and Import Notes from Salesforce to Dynamics CRM 2011

Zhen Yuwang, 14 May 2012

Nowadays, lots of Salesforce users have hopped to Dynamic CRM 2011. This situation requires more data migration works, while these 2 products have different structure in data, especially in Notes and Attachments. This time I want to introduce how to export and import notes in data migration process.

First of all, we need the spread sheet contains all notes from Salesforce.

1. Login to Salesforce
2. Click drop down triangle beside your user name
3. Click on “Setup” on the drop down menu

 

4. Click “Data Export” under  “Data Management” in left navigation pane

 

5. Click “Export now”, tick “Note”, and click “Start Export”. When system finishes its jobs, we can download a .zip file which contains all Notes currently

Next, extract the .csv file from .zip file. There are headers like this:

Some of headers are useless in Dynamics CRM 2011. So we modify and rename them.

Pay attention here. In Salesforce, each note is linked to both Account and Lead/Contact, however, in Dynamic CRM 2011, it only has 1 regarding field by default. Moreover, the “Created On” format should be the same with format in Dynamic CRM 2011. (Current format is English (New Zealand))

Now, we can import this .csv file as usual. We can map the “OwnerId” to “UserId” in Owner (Lookup). The “UserId” is a customer field in User to link Note to its Owner (User).

 

Same mapping from “AccountId” to “AccountId” in Regarding (Lookup).

Click Next/Submit to end. After importing finished, the final result is this: