Handle HubSpot Enumeration Field Options with KingswaySoft
Enumeration fields or optionsets need to be handled well in a migration scenario. And it is easy to not have an option in a target system, which was a legacy option in your Source data set. One such example would be currency options. Currency abbreviations can easily be missed, incomplete, or need to be changed to better reflect the destination system. In this business case, we are working with an old database system and have now been tasked to create the contact information in HubSpot.
Manage Unlicensed Users in CRM Using KingswaySoft
While migrating from CRM to CRM, or any other Source system to CRM, in an ETL, records will need to be associated with users. And since the Source and Target Systems are different, there may not be a guarantee that some users may still exist in the organization. And in such cases, such users become either unlicensed, or stub users. These type of users have restrictions when it comes to being set as an owner of records, and in this blog post, we will see how this can be handled efficiently.