How to migrate Data from Maximizer to Salesforce.com?
Though we can get data in .csv format from Maximizer, but we cannot get all the Notes attached with respective Contacts/Accounts. In order to get the latest notes for respective Contacts/Accounts from Maximizer , we have to export data into single xml file. Then we have to convert this XML file into .csv file first and then import data from these files into the salesforce.com using Data Loader.
You can convert xml data into .csv files using software named as ‘Exult XML convertor’. It can convert the data into Ms Access , SQL Server tables, .csv files etc formats. This software converts single xml file into multiple .csv files if your xml file contain nested tags. These .csv files are connected to each other using Primary and Foreign key relationship. We can use the columns Primary key and Foreign key as an external key to upsert data into salesforce.com
For eg: If you xml file contains:
<Contact>
<Notes>
</Notes>
</Contact>
Exult XML converter will create two .csv files with columns
Contact.csv- columns- ContactP key, FirstName, LastName etc
Notes.csv – columns - NotesP Key, ContactF key, title, body etc
We can relate notes with contacts (ParentId) using Salesforce Id of contacts. Add a column in Notes.csv and using VLOOKUP formula in Excel we can relate two .csv files and hence can upsert /insert data into salesforce.
Note: you need to export all the contact data from salesforce first to assign ParentIds to the Notes. In Notes.csv VLOOKUP will assign the Ids using values from column’ ContactP Key’ from one .csv and column ‘ContactF key’ from another.csv file.
