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Add Contact Owners during Migration C4C

Feb 01, 2017 at 02:01 PM

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Hi,

During the Initial Migration of Customers, there is not any option to assign owners to the Contacts (only to customers through Direct Responsibility Tab).

- How I can migrate Contacts Owners?

- How can I Mass Change Contact Owners after the Initial Migration?

Thanks & Regards

Andreas

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Hi Andreas,

What do you mean by Contact Owner? Do you mean the owner of the account?

Can you better explain your scenarion please

Regards,

G Steyer

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Former Member
Guilherme Steyer

Hi Guilherme,

I too in search of answer to this question , how do you maintain Owner of a contact during the import of Customer's and theri related Contact using the Migration Template.

So far I have only seen option of maintaining owner of an account using the Direct responsibility tab in Customer Migration Template.

Regards,

AB

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Former Member

HI Andreas,

were you able to find an answer to your question ?

Regards,

AB

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No. Couldn't find any way to migrate Owners of Contacts.

Just to mention that in the Contacts View Workcenter, the owner of an account is "assumed" to be the Owner of the Contact too. Thus, the users can see in "My Contacts" view, the Contacts who have Direct Responsibility Role Owner to their belonging Account.

Regards,

Andreas

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Former Member

Hi Andreas,

I have the same problem and I cannot find the way to mass update the contact owner.

After account migration, all contacts have been assigned to migration user as the owner.

Using data worbench tool I cannot update them because the owner field is a property not updatable.

Any idea?

Thanks

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2 Answers

Andreas Stylianou Feb 14, 2017 at 07:45 AM
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Hi Guilherme,

Under the Workcenter Accounts, you can find Master Data for ACCOUNTS, CONTACTS and INDIVIDUAL CUSTOMERS..

I mean the owner of the Contacts Master Data.

Regards,

Andreas

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Former Member Nov 21, 2017 at 07:26 PM
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Create a custom Odata on business partner relationship BO and mark it for "Data Workbench Enabled".

Add the required fields.

For this case you can add 3 fields FirstBusinessPartnerUUID, SecondBusinessPartnerUUID and CategoryCode.

Maintain ID mapping for ExternalKey of FirstBusinessPartnerUUID with ERP Employees

Maintain ID mapping for ExternalKey of SecondBusinessPartnerUUID with ERP Contact or External Business Partner

Save this Odata service and then activate it

Go to Data workbench and upload data using this Odata service.

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