Follow the previous tutorial:
CONNECTING TO A DATASOURCE (CSV FILE)
Then connect Data Source B (right hand side) to Dynamics CRM using the tutorial CONNECTING TO DYNAMICS CRM
Once connected, you should see a list of the fields from the source, but the Destination Columns in the mapping section will read
<NONE> because we have yet to connect them together.
You can map these to the target in several different ways:
Check the check-box in the Key Column in the email row to tell DS3 that the email address is a good way to uniquely identify a contact.
Once you have completed the mapping it will look something like this:
Note: email has been used as a key but care must be taken as this may not always be the case.
You can compare the Source and Destination by clicking 'Compare A -> B' on the tool bar:
This will load the data from the csv file and the contact entity and perform a reconciliation to identify missing or changed items in the target.
The reconciliation result is displayed in the in the Compare Results Panel:
Clicking on the (green +) will preview the rows to be added.
When you first connect to a Destination System, DS3 automatically sets the EnableDelete Setting in the provider to false to make sure no items in the destination system can be deleted by accident. This can be changed to true if you want to delete items from CRM.
To synchronize the CSV file and the Dynamics CRM contact entity, click on the 'Synchronise' button in the taskbar:
A dialog will appear which allows you to choose whether to stop the processing in the event of any errors:
Pressing 'Start' will begin the synchronization:
When you have finished a synchronization it is always a good idea to check everything has been synchronized by comparing A->B again.
Once completed, you can check all of the fields match in the target system by reconciling them again by using the 'Compare A->B' feature.
There should be no records to update: