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Add Contact Owners during Migration C4C

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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  • Former Member

    HI Andreas,

    were you able to find an answer to your question ?

    Regards,

    AB

  • 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

  • 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

  • Feb 14, 2017 at 07:45 AM

    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

    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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