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Sage CRM Person Connector: Insert not available (2 replies)

Arline Welty
2 years ago
Arline Welty 2 years ago

Why is the "Insert" or "Insert/Update" option not available? I'm trying to do a data migration and need to insert hundreds of Person records against Company records. I've restarted services and added a new connector and am getting the same results.

This is the same system I've worked on with Erica and yes we've followed all the setup steps within Sage CRM and run the necessary scripts on the CRM database that Realisable advises.

 

Assembly Versions:

Realisable.IManWebUI.DLL 4.2.0.0

Product Update: Product Update 5

Config Version: 4.26

DB Version: 4.20

https://www.realisable.co.uk/wp-content/uploads/2021/12/Connector.png
Erica Malcolm
2 years ago
Erica Malcolm 2 years ago

Hi Arline,

Person table should be enabled by default. Please confirm in CRM and try restarting the CRM Apache Tomcat service, please refer to the following link for further information

 https://www.realisable.co.uk/support/Documentation/sage-CRM-user/CRMSetup.htm?Highlight=sage%20crm

Arline Welty
2 years ago
Arline Welty 2 years ago

Erica,

Thanks for the response but not sure we're getting each other. The issue was that I could access the Person entity, but I could only UPDATE, not Insert or Insert/Update. This was true for Address as well. But for Company, I have Update/Insert/Insert/Update options.

So far I have:

  • Followed the steps in the guide and checked CRM configuration
  • Run the scripts against the CRM database
  • Restarted Apache Tomcat
  • Refreshed Metadata
  • Restarted IMAN Services & IIS application pool
  • Deleted & re-added the connector

 

One thing that finally worked was changing the import type to "Company" where I have the Insert option. Then I was able to change the type back to "person" and it retained the Insert option. 

Strange?

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Realisable Software Ltd provides code-free, cost-effective applications integration solutions for SMEs. Our core IMan product is designed to integrate almost any application with a number of Sage solutions and online payment processors.

Looking to purchase IMan, please see our resellers here.

Realisable Software
Ph: +44 (0) 208 123 1017

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Realisable Software Ltd provides code-free, cost-effective applications integration solutions for SMEs. Our core IMan product is designed to integrate almost any application with a number of Sage solutions and online payment processors.

Looking to purchase IMan, please see our resellers here.

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Ph: +44 (0) 208 123 1017

Copyright © Realisable. All rights reserved.
Realisable is a registered trademark

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