Initial Load on standalone CRM

What are the different ways of loading initial master data on standalone CRM ?
I know we can do a manual set up of Org Model but can we do it by any other means like CATT or connect with R/3 for a while and then perform the initial load etc
Many Thanks !!

Hi Anand,
I would also like to know how to make an initial load (Business Partner and products) for a CRM standalone solution. Could you please describe in detail how to do this with IDocs?
Thanks,
Cristina
PS: I did not open the thread, but if it helps, we will find a way to allot the points.

Similar Messages

Inital load on standalone CRM

Hi all,
I have to upload arround 1 million record in CRM system. and i am using LSMW Idoc method....in which i am using CRM_XIF_PARTNER_SAVE and CRM_XIF_PARTNER_SAVE_M IDoc. And i have create the file port and the partner number.
But i am stuck at this point .. Any one who has done this before can sedn me step doc which help me in doing so...
Points will be rewarded....
Thanks in advance
Vertika

Hi Vertika,
This are the steps I have done in order to load business partners in SAP CRM. I use a flat file as data source, LSMW as SAP CRM tool, IDOC as import method and message type CRMXIF_PARTNER_SAVE_M
1. Customizing for Business Partners. Transaction SPRO. You have to check if all the customizing for BP is defined (Roles, Number Ranges, Groupings, etc).
2. Create Ports for LSMW - Transaction WE21
3. Create Partner Nº for LSMW - Transaction WE20. In this step you must set US for partner and include CRMXIF_PARTNER_SAVE_M as Inbound Parameter.
4. Create a Project in LSMW. Transaction LSMW.
5. Create a SubProject in LSMW. Transaction LSMW.
6. Create a Object in LSMW. Transaction LSMW.
7. Set IDoc Inbound Processing in LSMW. Transaction LSMW. In this step you must set the port, the partner type an number and activate the idoc inbound processing.
8. Automatic Workflow Customizing. Transaction SWU3. You must execute the automatic Workflow Customizing.
9. Verify Workflow. Transaction SWU3. You must start the Verification Workflow.
10. Maintain Object Attributes. Transaction LSMW. In this step you must specify the import method (IDOC), the message type CRMXIF_PARTNER_SAVE_M and the basic type CRMXIF_PARTNER_SAVE_M02
11. Maintain Source Structures. Transaction LSMW. In this step you define a name for your source structure.
12. Maintain Source Fields. Transaction LSMW. In this step you define the name, length and type for all the fields that you are going to include in the flat file where you have stored the source data.
13. Maintain Structure Relations. Transaction LSMW. In this step you define the segments of the IDOC that you want to map.
14. Maintain Field Mapping and Conversion Rules. Transaction LSMW. In this step you define the mapping and conversion rules between the source fields and the segments included in the IDOC.
15. Specify Files. Transaction LSMW. In this step you define the source files (from your PC or the CRM server). You must define wich are the separator in the flat file (tabulator, comma, etc).
16. Assign Files. Transaction LSMW.
17. Read Data. Transaction LSMW. In this step the CRM system read data from flat file.
18. Display Read Data. Transaction LSMW. You have to check if the data from the flat file have been read in a correct way.
19. Convert Data. Transaction LSMW. In this step, the CRM system map and convert the data.
20. Display Converted Data. Transaction LSMW. You have to check if the data have been mapped and converted in a correct way.
21. Start IDoc Generation. Transactio LSMW. In this step, the CRM system create the IDOC. The IDOCs created remains with status 64.
22. Start IDoc Processing. Transactio LSMW. In this step, the CRM system process the IDOC. The IDOCs processed change the status to 51 (incorrect) or 53 (correct).
23. Check the IDOCs. Transaction WE02.
24. Check the bdocs. Transaction SMW01. Every IDOC processed OK, generate a BDOC BUPA_MAIN. You have to check is the bdoc status is green.
25. Check the Busines Partner. Transactio BP. You have to check if the Business Partner are created and the data are ok.
Best Regards,
Alvaro

Initial Load for Master Data from R/3 to CRM

Hi Middleware Experts,
I have an ambiguity on initial load of enhanced master data from R/3 to CRM. The current situation is
1)I have already enhanced master data on R/3 side with some additional fields. Now shall i go ahead with standard intial load of these Master data to CRM without creating middleware interfaces to map those enhanced fields on CRM side?
2)Also after doing initial load from R/3 to CRM, if I develop middleware interfaces for mapping these new fields of master data and then again do the initial load, so that new fields also get mapped, will the initial load be done properly as i have already done it once? will it overwrite the previous initial load data on CRM side properly?
Please suggest whether it can be done or not and which is the better option.
Regards,
Rahul

Hi Rahul,
Since you have not done the mapping yet the middleware will not bring those fields to CRM it will work just like a standard initial load without considering the enhanced master data field.
When you develop the middleware interface and enhance the CRM data structure also and then you can see the exchange of those fields through MW. You can start the intial load at that time also its not that you can do the initial load just once. But the better option would be that you avoid doing initial load several times because its time consuming activity. You do all the enhancement and then finally perform the initaial load.
Allot points if my post helps!!
Best regards,
Vikash.

Initial Load R3AM1 Parallel Processing (load objects)

Dear
After optimizing the parallel processing for the initial load between ISU -> CRM (Initial Load ISU / CRM Issues), I would like to know the following:
On the CRM system , transaction R3AM1 you can monitor the Load Objects.Is it possible to parallel process the load objects?
At this time we can see each block being processed one at the time. We can however see there are multiple queues available.
Any info would be most welcome.
Kind regards
Lucas

There you have it!
increase MAX_PARALLEL_PROCESSES(changing crm table smofparsfa) from 5 to 10 and you will see more queues getting processed simultaneously.
More info:
The maximum number of loads and requests that can be processed simultaneously is defined in the table SMOFPARSFA under the MAX_PARALLEL_PROCESSES..The hierarchy in order of preference is initial load, request load, and then SDIMA.
If the number of running loads and the number of running requests in total is as much as or higher than this number, the remaining loads have to wait until a process is free again.Consequently this parameter can be modified if the processing of loads\requests is delayed due to non availability of free processes.The default value of this parameter is 5(as is there in your CRM as well)
There's no need to change anything in table 'CRMPAROLTP' on the CRM system

Initial load of sales orders from R3 to CRM without statuses

1) Some sales orders were uploaded into CRM without statuses in the headers or line items.
2) Some sales orders were uploaded without status, ship-to, sold-to, payer.....If I deleted them and use R3AR2, R3AR4 to upload each individual then no problem.
Any ideas or suggestions?
Thanks.

Hi,
   Request load of adapter objects uses different extractor modules for extracting the data from external system to CRM. While your initial load of sales docs. will use a different extraction logic bases on the filter conditions specfied on trx.
R3AC1
   There may be a problem in the extraction of data from the source system (don't know if you are using a R/3). Can you please de-register the R/3 (i suppose) outbound queue using trx.
SMQS
, and then debug the extraction (R/3 outbound) before the data is sent to CRM using FM
CRS_SEND_TO_SERVER
   If this goes well, you may try debugging the mapper in CRM inbound and the validation module in CRM as a last resort. Also, please refer to trx.
SMW01
to see if the Bdocs are fully processed.
Hope this helps...Reward if helpful.
Regards,
Sudipta.

Replicating data once again to CRM after initial load fails for few records

My question (to put it simply):
We performed an initial load for customers and some records error out in CRM due to invalid data in R/3. How do we get the data into CRM after fixing the errors in R/3?
Detailed information:
This is a follow up question to the one posted here.
Can we turn off email validation during BP replication ?
We are doing an initial load of customers from R/3 to CRM, and those customers with invalid email address in R/3 error out and show up in SMW01 as having an invalid email address.
If we decide to fix the email address errors on R/3, these customers should then be replicated to CRM automatically, right? (since the deltas for customers are already active) The delta replication takes place, but, then we get this error message "Business Partner with GUID 'XXXX...' does not exist".
We ran the program ZREPAIR_CRMKUNNR provided by SAP to clear out any inconsistent data in the intermediate tables CRMKUNNR and CRM_BUT_CUSTNO, and then tried the delta load again. It still didn't seem to go through.
Any ideas how to resolve this issue?
Thanks in advance.
Max

Subramaniyan/Frederic,
We already performed an initial load of customers from R/3 to CRM. We had 30,330 records in R/3 and 30,300 of them have come over to CRM in the initial load. The remaining 30 show BDOC errors due to invalid email address.
I checked the delta load (R3AC4) and it is active for customers. Any changes I make for customers already in CRM come through successfully. When I make changes to customers with an invalid email address, the delta gets triggered and data come through to CRM, and I get the BDOC error "BP with GUID XXX... does not exist"
When I do a request load for that specific customer, it stays in "Wait" state forever in "Monitor Requests"
No, the DIMA did not help Frederic. I did follow the same steps you had mentioned in the other thread, but it just doesn't seem to run. I am going to open an OSS message with SAP for it. I'll update the other thread.
Thanks,
Max

Initial Load of IS-U business partners to CRM - wrong business partner cat

Hi Gurus,
when donwloading CUSTOMER_MAIN from R/3 to CRM
Where is determined that the business partner in CRM should be created in the business partner category 'Person'?
We have the problem that all our business partners in CRM are now 'Organizations' (but were sold-to-parties in R/3 with account group DEBI)
PIDE - setting is:
R/3 account group DEBI ---> classisifaction 'B' ('Customer')
In the customizing of the business partner roles for the role type CRM000 (and for all the others) Organization, Person and Group is all allowed by default.
The download itself and the number ranges work fine.

The reason for the problem is unknown but a workaround is to first initial load BUPA_MAIN instead of CUSTOMER_MAIN, then the right business partner category is taken by the system

Initial Load of contract from ISU to CRM

Hi All,
We are working on the replication of contract from ISU to CRM.
We have done all the necessary setting,like assigning default product,running ecrm_generate_everh report etc
When we are running initial load on SI_CONTRACT,only single BDOC is getting generated which is error free but still it contains no data.
Since its without an error ,we are not able to figure out whats the error is.
Regards
Nikhil

Hello Nikhill,
Could you resolve the problem?? I've a similar error, the BDoc is empty. The table everh is filed but the fields contractpos and contarcthead have value '0000000000000000' i think that is the problem. ANd the recport ECRM_CHECK_EVERH say that are misiing contracts.
Could you help me please!!!
Thnks!!

Initial Load of BUAG_MAIN (Business Agreements) IS-U = CRM

Hello. We are integrating ISU to SAP CRM 7.0.
We have been replicating Business Partners between the two systems for a couple of years, and now wish to begin replication the Business Agreements <=> Contract acconts objects (BUAG_MAIN)
In our development system, in order to successfully process the initial load of BUAG_MAIN, I had to RE-run an inital load of BUPA_MAIN. I am really unconfortable having to do this in our productive systems!
My question to you experts:
Is there a way to run an initial load of a dependent object (BUAG_MAIN) without having to re-run an initial load of the parent object? Any suggestions would be greatly appreciated!

Hello Pratik,
- There are no dumps in ST22
- There are no errors in SMW01
- No. range settings are set as following:
CRM: Master Data-> Business Agreement-> Define Number Range for Business Agreement:
No. From number To number Ext.
01 000100000000 000199999999 X
02 000200000000 000299999999
ERP/IS-U: Financial Accounting (New)-> Contract Accounts Receivable and Payable-> Basic Functions->Contract Accounts->Number Ranges and Contract Account Categories
No. From number To number Ext.
01 000100000000 000199999999
02 000200000000 000299999999 X
But before inital download we have set all no. ranges to External as prescribed in the set-up and load guide for business agreements and contract accounts.
(There is just one Business Agreement Class and one contract account category)
Hope to hear from you soon.
Kind Regards
Saima

Initial Load ISU / CRM Issues

Hi all
I have a few questions.
1. When you start an initial load for BUPA_MAIN in R3AS (from ISU to CRM) it seems only 1 DIAG WP is used (SM50). Is this normal?
2. In R3AM1 you can monitor the objects. Everything seems to be loaded but yet the status is still 'Running', is this because of BDoc validation errors?
Kind regards
Lucas

Hello Lucas,
There's a param(CRM_MAX_QUEUE_NUMBER_INITIAL) you can maintain in the table CRMPAROLTP of the source system(maintain this in the ERP system if you're doing an initial load from ERP to CRM)
Reference Notes:
350176
765236
The parval1 for Parameter CRM_MAX_QUEUE_NUMBER_INITIAL should be an integer(lets say 5) instead of a character 'X'. In such a case 5 queues would be formed for initial load.
Here's an example :
Parameter name CRM_MAX_QUEUE_NUMBER_INITIAL
Param. Name 2 <Object name> " for example CUSTOMER_MAIN
Param. Name 3
User <User> " for example CRM, if CRM is connected
Param. Value <no. of queues> " for example 5
Param. Value 2
So using the example above 5 R3AI_CUSTOMER_MAIN queues would be formed on the ERP and sent to CRM for processing.
The no. of available dialog work processes in SM51 available to the qRFC scheduler in CRM system should be able to handle the parallel processing of queues. So consult your basis administrators on this front.
Regards,
Rohit

CRM business role - user mapping initial load

Hi,
I'm tyring to initial load the data from the CRM systems into IDM. I'm able to get all data of the users expect their business role mapping(parameter in CRM).
in the read pass of the user from the abap initial load , the attribute for the parameter is as follows,
                    Target                                                                             Source
sap%$rep.$NAME%Parameter1:Info:VARCHAR:255|                        parameter1
but no data is stored in the parameter1 table though the user has some parameter mapped in the CRM system
Can anyone plz help to load this user-business role mapping details.
Thanks in Advance.
Regards,
Pricy

Hello Pricy,
can you just give me some hints on what you are trying to do exactly?
My assumptions:
- CRM business role is stored as user parameter in ABAP SU01 user data, right?
- you want to read all the ABAP user data from your CRM system INCLUDING the user parameter data from ABAP SU01 user data, right?
If that is the case at least the loading part should work pretty fine. I just tried this on my local system and had no issues, all user parameters of my existing ABAP users where loaded into one temporary table.
-> Pass: ReadABAPUsers -> table "sap%$rep.$NAME%Parameter1:Info:VARCHAR:255|"
Did you find this temp table created on your database correctly? My table is there and is called "sapT01_001Parameter1" (where my repository is named T01_001) and it contains all the existing user parameters.
What exactly is your issue?
Regards,
René

How the CRM data is transferred (initial load) to TREX server in CRM EHP1

Hi Guru's
I am working on HV segmentation first time and would like to know, how the CRM data is transferred (initial load) to TREX server in CRM EHP1, if we create the 'Data source for HV - Attribute set / Inforset' will that transfer the data to TREX server or do we need to perform Initial load by execute by batch program / Transaction.
For the update (delta load) is the program : CRM_MKTTG_TREX_UPDATE to update the BP data, can we also add other objects (Transactional data) for delta load.
Regards,
Ajay Kumar

Hi Ajay,
Yes you are right the Report CRM_MKTTG_TREX_UPDATE is used for Full load (inital load) for HV segmentation data.
Both Full and Delta load is suggested to be performed in background. You can use the options "Business partners" and "Marketing permissions". For BP's you can use Delta upload with further options:
Synchonize Business Partners Beforehand
Force Update
Offset for Delta Table Entries (in sec.)
You can also "Define Delta Source Objects for High Volume Segmentation" in SPRO > MKT > HV segmentation.
Here you can set relevant data source objects that is available for delta upload.
For more details refer to documentation next to the customization entry.
Hope this information helps you.
Regards,
Anup

Error in Initial Load of Products from ECC to CRM

Hi ,
Im getting below errors In initial load of MATERIAL from ECC to CRM.
Data cannot be maintained for set type COMM_PR_MAT
Data cannot be maintained for set type COMM_PR_UNIT
Data cannot be maintained for set type COMM_PR_SHTEXT
My Analysis is
I found these set types are already assigned in other base category and around 100+ materials are created using this base category.
After initial load of DNL_CUST_PROD1, i found these set types are not assigned to any of the categories of hierarchy R3PRODSTYP. Since R3PRODSTYP is not having above set types, my initial load is failing.
Required Solution
Is there any other way, I can download materials from ECC to CRM, with out deleting the existing materials and Z hierarchy created earlier from CRM.
Regards,
Prasad
Message was edited by:
SAP CRM

Hi there,
Try to attach the Set Types:
"COMM_PR_MAT", "COMM_PR_UNIT", "COMM_PR_SHTEXT", COMM_PR_BATCH, COMM_PR_LGTEXT, COMM_PR_LGTEXT1,COMM_PR_LGTEXT2,
to the Category "MAT_" and then run the Initial load again.
It should work now unless you have some other issues.
Best regards,
Pankaj S.

CRM 5.0 - Error during Initial Load

Hi,
We have connected CRM 5.0 with ECC 5.0.
During initial load we are getting error in the outbound queue of ECC system as 'Name or Password incorrect (Repeat Logon)'.
Any idea, why is this happening. We have double checked the user id and password entered in SM59 is correct.
Thanks in advance,
Amit

Hi Michael,
Yes, I had checked on both the systems.
Anyways, the problem is now solved, it seems the BASIS team did some goofup while configuring the RFC destinations. It is working now.
Thanks for your help.
Cheers,
Amit

No initial load of Customers, Material and delta load of Sales Orders.

Hi Experts,
I am facing a very troublesome issue. I am not able to setup the Middleware portion for initial and delta loads. I read a lot of documents and corrected a lot of things. finally, the connectivity is done with R/3 and CRM. Initial load of all objects is successful (as per Best PRactices guide). Customizing load is successful.
But after now I have these open issues for which I am unable to find any answers (am really exhausted!!):
- Customer_main load, it was succesful, but no BP's of R/3 are available.
- Material, it failed in SMW01, SMQ2, the errors are:
Mat. for Initial Download: Function table not supported
EAN xxxxxxxxxxxxxxxxxx does not correspond to the GTIN format and cannot be transferred
EAN yyyyyyyyyyyyyyyyyy does not correspond to the GTIN format and cannot be transferred
Plant xx is not assigned to a business partner
- Sales order, it shows green bdoc, but error segments says "No upload to R/3" and the order does not flow to R/3.
We had our system setup 3 years back for data transfer and Middleware. But few things changed and connectivity stopped. I did all that again now, but am not yet successful. Any inputs will be greatly appreciated.
Thanks,
-Pat

Hi Ashvin,
The error messages in SMW01 for MAterial initial load is :
     Mat. for Initial Download: Function table not supported
     EAN 123456789000562 does not correspond to the GTIN format and cannot be transferred
     EAN 900033056531434 does not correspond to the GTIN format and cannot be transferred
     Plant 21 is not assigned to a business partner
I have done the DNL_PLANT load successfully. Why then the plant error?
Some of the messages for BP:
Messages for business partner 1331:
No classification is assigned to business partner 1331
For another,
     Partner 00001872(469206A60E5F61C6E10000009F70045E): the following errors occurred
     City Atlanta does not exist in country US
     Time zone EST_NA does not exist
     You are not allowed to enter a tax jurisdiction code for country US
     Validation error occurred: Module CRM_BUPA_MAIN_VAL, BDoc type BUPA_MAIN.
Now, the time zone EST is assigned by default in R/3. Where do I change that? I do not want to change time zones as this may have other impacts. Maybe CRM I cna change this, not for sure in R/3. City check has been deactivated in R/3 and CRM, still the error.
Till these 2 are not solved, I cannot go into the Sales order loads.
Any ideas will be greatly appreciated.
Thanks,
-Pat

Initial Load on standalone CRM

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