Import Business Partners and Activities

[Former Member]

I am trying to import data from a CRM program into SAP B1. I have figured out how to import the partner records as leads, but I have not found a way to import the activities. I can see the service call type, but these imports need to be related activities of the partner (table OCLG) not standalone service calls (OSCL). I am currently trying the DI API, but I am more than happy to use the DTW or DI Server if anyone has any suggestions.

[Former Member]

I found an earlier post started by John Chadwick [Post: Adding an "activity" via the contacts object failing ] on 8/23/05 that answers my question:

I need to use the oContacts object to add/update the activities.

The code example for DI API provided by Louis De Gouveia is:

Private Sub add_activity()

Dim oAc As SAPbobsCOM.Contacts

oAc = oCompany.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oContacts)

oAc.CardCode = "1HS001" ' this must be a bp that exists

oAc.Activity = SAPbobsCOM.BoActivities.cn_Meeting

oAc.Details = "test22"

'oBp.

Dim lretcode As Long = oAc.Add()

If lretcode<> 0 Then

MsgBox("Error")

ElseIf lretcode = 0 Then

MsgBox("Succes")

End If

If oAc.GetByKey(9) = True Then MsgBox(oAc.Details)

End Sub

[Former Member]

Jimmy,

Its not exposed by the DTW, or at least not that I can find. According to the SDK help file, the table shows up under the SERVICE section (as ServiceCallActivities [table OCLG]), but there does not appear to be any way to import the activities related to partners through this. That is what brought me to the DI API thinking that there may be a way to add the activities through the object the same way that a user can via the form (so far no luck). I also tried to post the records directly to the table (and yes, I know this is not a preferred way but I figured I would at least try), the records showed up but we could no longer add records for activities via the UI.

Regards,

Coleman

[former_member186095]

Hello,

Here is the location of the template of DTW:

C:\Program Files\SAP\Data Transfer Workbench\Templates\Templates

if you can't find the template in this location, it means the table is not exposed to DTW

Rgds,