Using Scrbe to Work Through Legacy Data

Posted on: October 26, 2009 | By: SuperUser Account | Logan Consulting News

Data migration has many challenges but the most difficult is duplication of records. Using Accounts as an example, there are many different ways to input a company name. If there are more than one users entering new account information in a database, chances are you will find the same company multiple times. Example: Microsoft or Microsoft , Inc. or Microsoft Inc. or Microsoft Incorporated or Microsoft Corporation. (CRM 4.0 includes the ability to set rules which identify possible duplicates so the user can determine if a new record should actually be created.)

The best way I found to work through legacy data is to use the built in parse functions in SCRIBE.

1. STRIPCOMPANYSUFFIX: Removes all trailing punctuation and words in the following list: Inc, Incorporated, Corp, Corporation, Co, Company, Ltd, etc.

2. STRIPCOMPANY: Removes all punctuation, any trailing words in the following list: Inc, Incorporated, Corp, Corporation, Co, Company, Ltd, etc.

3. STRIP( SourceField, “A” | “N” | “P” | “W” | “O” ): Returns only the requested type of characters from text string: alpha, numeric, punctuation, whitespace, other/unknown
a. STRIP(“A”)
b. STRIP(“N”)

The source account name is parsed 4 ways and inserted into a new table. If there are existing accounts in CRM 4.0, those company names are extracted and parsed as well. Then simply compare parsed value to parsed value and create a series Success messages to log in the rejected source rows log. Always insert a unique ROW number in your source file so you can compare the results to the original file.



CRM is Not Just for Salespeople
CRM is Not Just for Salespeople

Free Download:

CRM is Not Just for Salespeople

Download the guide ›

Top 10 Inventory & Operations Decisions Distributors Are Making Blind
Top 10 Inventory & Operations Decisions Distributors Are Making Blind

Free Download:

Top 10 Inventory & Operations Decisions Distributors Are Making Blind

Download the guide ›

2020 Nucleus Research Report on ERP Technology

Free Download:

2020 Nucleus Research Report on ERP Technology

Download the guide ›