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Examples
Kevin Lee edited this page Apr 8, 2019
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The is a simple example of the configuration files for active Contacts.
- Schema File
<entities >
<entity name="contact" displayname="Contact" etc="2" primaryidfield="contactid" primarynamefield="fullname" disableplugins="false">
<fields>
<field displayname="First Name" name="firstname" type="string" />
<field displayname="Last Name" name="lastname" type="string" />
<field displayname="Parent Contact" name="parentcontactid" type="entityreference" lookupType="contact" />
<field displayname="Contact" name="contactid" type="guid" primaryKey="true" />
<field displayname="Home Phone" name="telephone2" type="string" />
<field displayname="Mobile Phone" name="mobilephone" type="string" />
</fields>
<relationships />
</entity>
</entities>- Export Config
{
"CrmMigrationToolSchemaPaths": [
"ConfigDataSchema.xml"
],
"CrmMigrationToolSchemaFilters": {
},
"PageSize": 1000,
"BatchSize": 1000,
"TopCount": 10000,
"OnlyActiveRecords": false,
"JsonFolderPath": "Extract",
"OneEntityPerBatch": true,
"FilePrefix": "EX0.1",
"SeperateFilesPerEntity": true,
"LookupMapping": {}
}- Import Config
{
"IgnoreStatuses": false,
"IgnoreSystemFields": true,
"MigrationConfig": {
"ApplyAliasMapping": true,
"SourceRootBUName": "Example1BU",
"Mappings": {}
},
"SaveBatchSize": 200,
"JsonFolderPath": "Extract",
"DeactivateAllProcesses": false,
"FilePrefix": "EX0.1",
"PassOneReferences": [
]
}The is a example of the configuration files for Team and Queues.
- Schema File
<entities xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<entity name="queue" displayname="Queue" etc="2020" primaryidfield="queueid" primarynamefield="name" disableplugins="false">
<fields>
<field displayname="Incoming Email" name="emailaddress" type="string" primaryKey="false" customfield="false" />
<field displayname="Type" name="queueviewtype" type="optionsetvalue" primaryKey="false" customfield="false" />
<field displayname="Description" name="description" type="memo" primaryKey="false" customfield="false" />
<field displayname="Queue" name="queueid" type="guid" primaryKey="true" customfield="false" />
<field displayname="Convert To Email Activities" name="ignoreunsolicitedemail" type="bool" primaryKey="false" customfield="false" />
<field displayname="Incoming Email Delivery Method" name="incomingemaildeliverymethod" type="optionsetvalue" primaryKey="false" customfield="false" />
<field displayname="Convert Incoming Email To Activities" name="incomingemailfilteringmethod" type="optionsetvalue" primaryKey="false" customfield="false" />
<field displayname="Name" name="name" type="string" primaryKey="false" customfield="false" />
<field displayname="Business Unit" name="businessunitid" type="entityreference" primaryKey="false" lookupType="businessunit" customfield="false" />
</fields>
<relationships />
</entity>
<entity name="team" displayname="Team" etc="9" primaryidfield="teamid" primarynamefield="name" disableplugins="false">
<fields>
<field displayname="Description" name="description" type="memo" primaryKey="false" customfield="false" />
<field displayname="Team" name="teamid" type="guid" primaryKey="true" customfield="false" />
<field displayname="Team Name" name="name" type="string" primaryKey="false" customfield="false" />
<field displayname="Business Unit" name="businessunitid" type="entityreference" primaryKey="false" lookupType="businessunit" customfield="false" />
<field displayname="Email" name="emailaddress" type="string" primaryKey="false" customfield="false" />
<field displayname="Team Type" name="teamtype" type="optionsetvalue" primaryKey="false" customfield="false" />
<field displayname="Default Queue" name="queueid" type="entityreference" primaryKey="false" lookupType="queue" customfield="false" />
</fields>
<relationships>
<relationship name="teamroles" manyToMany="true" isreflexive="false" relatedEntityName="teamroles" m2mTargetEntity="role" m2mTargetEntityPrimaryKey="roleid" />
</relationships>
</entity>
</entities>- Export Config
{
"CrmMigrationToolSchemaPaths": [
"ConfigDataSchema.xml"
],
"CrmMigrationToolSchemaFilters": {
},
"PageSize": 1000,
"BatchSize": 1000,
"TopCount": 10000,
"OnlyActiveRecords": false,
"JsonFolderPath": "Extract",
"OneEntityPerBatch": true,
"FilePrefix": "EX0.1",
"SeperateFilesPerEntity": true,
"LookupMapping": {}
}- Import Config
{
"IgnoreStatuses": false,
"IgnoreSystemFields": true,
"MigrationConfig": {
"ApplyAliasMapping": true,
"SourceRootBUName": "Example1BU",
"Mappings": {}
},
"SaveBatchSize": 200,
"JsonFolderPath": "Extract",
"DeactivateAllProcesses": false,
"FilePrefix": "EX0.1",
"PassOneReferences": [
]
}This example of the configuration files are for Teams and Team Roles.
- Schema File
<entities xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<entity name="team" displayname="Team" etc="9" primaryidfield="teamid" primarynamefield="name" disableplugins="false">
<fields>
<field displayname="Team" name="teamid" type="guid" primaryKey="true" customfield="false" />
<field displayname="Team Name" name="name" type="string" primaryKey="false" customfield="false" />
<field displayname="Business Unit" name="businessunitid" type="entityreference" primaryKey="false" lookupType="businessunit" customfield="false" />
</fields>
<relationships>
<relationship name="teamroles" manyToMany="true" isreflexive="false" relatedEntityName="teamroles" m2mTargetEntity="role" m2mTargetEntityPrimaryKey="roleid" />
</relationships>
</entity>
</entities>- Export Config
{
"CrmMigrationToolSchemaPaths": [
"ConfigDataSchema.xml"
],
"CrmMigrationToolSchemaFilters": {
},
"PageSize": 1000,
"BatchSize": 1000,
"TopCount": 10000,
"OnlyActiveRecords": false,
"JsonFolderPath": "Extract",
"OneEntityPerBatch": true,
"FilePrefix": "EX0.1",
"SeperateFilesPerEntity": true,
"LookupMapping": {}
}- Import Config
{
"IgnoreStatuses": false,
"IgnoreSystemFields": true,
"MigrationConfig": {
"ApplyAliasMapping": true,
"SourceRootBUName": "Example1BU",
"Mappings": {}
},
"SaveBatchSize": 200,
"JsonFolderPath": "Extract",
"DeactivateAllProcesses": false,
"FilePrefix": "EX0.1",
"PassOneReferences": [
]
}This example of the configuration files for allocating Business Units, Security Roles, Timezones and Formats for Users.
- Schema File
<entities xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<entity name="systemuser" displayname="User" etc="8" primaryidfield="systemuserid" primarynamefield="fullname" disableplugins="false">
<fields>
<field displayname="User Name" name="domainname" type="string" primaryKey="false" customfield="false" />
<field displayname="Last Name" name="lastname" type="string" primaryKey="false" customfield="false" />
<field displayname="First Name" name="firstname" type="string" primaryKey="false" customfield="false" />
<field displayname="User" name="systemuserid" type="guid" primaryKey="true" customfield="false" />
<field displayname="Access Mode" name="accessmode" type="optionsetvalue" primaryKey="false" customfield="false" />
<field displayname="Business Unit" name="businessunitid" type="entityreference" primaryKey="false" lookupType="businessunit" customfield="false" />
</fields>
<relationships>
<relationship name="systemuserprofiles" manyToMany="true" isreflexive="false" relatedEntityName="systemuserprofiles" m2mTargetEntity="fieldsecurityprofile" m2mTargetEntityPrimaryKey="fieldsecurityprofileid" />
<relationship name="systemuserroles" manyToMany="true" isreflexive="false" relatedEntityName="systemuserroles" m2mTargetEntity="role" m2mTargetEntityPrimaryKey="roleid" />
<relationship name="teammembership" manyToMany="true" isreflexive="false" relatedEntityName="teammembership" m2mTargetEntity="team" m2mTargetEntityPrimaryKey="teamid" />
</relationships>
</entity>
<entity name="usersettings" displayname="User Settings" etc="150" primaryidfield="systemuserid" disableplugins="false">
<fields>
<field displayname="" name="dateseparator" type="string" primaryKey="false" customfield="false" />
<field displayname="" name="systemuserid" type="guid" primaryKey="true" customfield="false" />
<field displayname="" name="userprofile" type="string" primaryKey="false" customfield="false" />
<field displayname="" name="dateformatstring" type="string" primaryKey="false" customfield="false" />
<field displayname="" name="timeseparator" type="string" primaryKey="false" customfield="false" />
<field displayname="" name="currencysymbol" type="string" primaryKey="false" customfield="false" />
<field displayname="" name="decimalsymbol" type="string" primaryKey="false" customfield="false" />
<field displayname="" name="timeformatstring" type="string" primaryKey="false" customfield="false" />
</fields>
<relationships />
</entity>
</entities>- Export Config
{
"CrmMigrationToolSchemaPaths": [
"ConfigDataSchema.xml"
],
"CrmMigrationToolSchemaFilters": {
},
"PageSize": 1000,
"BatchSize": 1000,
"TopCount": 10000,
"OnlyActiveRecords": false,
"JsonFolderPath": "Extract",
"OneEntityPerBatch": true,
"FilePrefix": "EX0.1",
"SeperateFilesPerEntity": true,
"LookupMapping": {}
}- Import Config
{
"IgnoreStatuses": false,
"IgnoreSystemFields": true,
"MigrationConfig": {
"ApplyAliasMapping": true,
"SourceRootBUName": "Example1BU",
"Mappings": {}
},
"SaveBatchSize": 200,
"JsonFolderPath": "Extract",
"DeactivateAllProcesses": false,
"FilePrefix": "EX0.1",
"PassOneReferences": [
]
}