cdf_Account Table

  • Article

Data in the cdf_Account table must meet the migration criteria specified in Data Requirements for Migration. The following table shows all of the attributes in Microsoft CRM that can be migrated from the cdf_Account table and the respective attribute names and types in the CDF database. The table also shows whether the attribute is required and whether it is used to create a relationship with other entities. For drop-down lists and Boolean attributes, the table shows the valid values and the default value in Microsoft CRM. The last rows of the table list the Microsoft CRM Account attributes that cannot be migrated using the Microsoft CRM Data Migration Framework.


Microsoft CRM
tab name and
attribute label


CDF attribute name


CDF type		 Required
or
Relationship
in CDF
Valid
Microsoft CRM
values
Default
Microsoft CRM
value
Not on tab AccountId int (PK) Required    
  StateCode1 int (state)   0 (Active)

1 (Inactive)

 0
Parent Account ParentAccountId int Relationship    
  ParentAccountIdName2 nvarchar (160)      
General tab          
Account Name Name nvarchar (160)      
Account Number AccountNumber nvarchar (20)      
Primary Contact PrimaryContactId int Relationship    
  PrimaryContactName2 nvarchar (200)      
Relationship Type CustomerTypeCode int (picklist)      
  CustomerTypeCodeName2 nvarchar (200) (picklist)   Competitor

Consultant

Customer

Investor

Partner

Influencer

Press

Prospect

Reseller

Supplier

Vendor

Other

 Null
Main Phone Telephone1 nvarchar (50)      
Other Phone Telephone2 nvarchar (50)      
Fax Fax nvarchar (50)      
Web Site WebSiteURL nvarchar (200)      
E-mail EmailAddress1 nvarchar (100)      
Address Name Address1_Name nvarchar (200)      
Street 1 Address1_Line1 nvarchar (50)      
Street 2 Address1_Line2 nvarchar (50)      
Street 3 Address1_Line3 nvarchar (50)      
City Address1_City nvarchar (50)      
State/Province Address1_StateOrProvince nvarchar (50)      
ZIP/Postal Code Address1_PostalCode nvarchar (20)      
Country/Region Address1_Country nvarchar (50)      
Phone Address1_Telephone1 nvarchar (50)      
Address Type Address1_AdddressTypeCode int (picklist)      
  Address1_AddressTypeCodeName2 nvarchar (200) (picklist)   Bill To

Ship To

Primary

Other

 Null
Shipping Method Address1_ShippingMethodCode int (picklist)      
  Address1_ShippingMethodCodeName2 nvarchar (200) (picklist)   Airborne

DHL

FedEx

UPS

Postal Mail

Full Load

Will Call

 Null
Freight Terms Address1_FreightTermsCode int (picklist)      
  Address1_FreightTermsCodeName2 nvarchar (200) (picklist)   FOB

No Charge

 Null
Details tab          
Territory TerritoryId int Relationship    
  TerritoryIdName2 nvarchar (200)      
Category AccountCategoryCode int (picklist)      
  AccountCategoryCodeName2 nvarchar (200) (picklist)   Preferred Customer

Standard

 Null
Industry IndustryCode int (picklist)      
  IndustryCodeName2 nvarchar (200) (picklist)   See IndustryCodeName. Null
Annual Revenue ($) Revenue money      
No. of Employees NumberOfEmployees int      
SIC Code SIC nvarchar (20)      
Ownership OwnershipCode int (picklist)      
  OwnershipCodeName2 nvarchar (200) (picklist)   Public

Private

Subsidiary

Other

 Null
Ticker Symbol TickerSymbol nvarchar (10)      
Description Description ntext      
Administration tab          
Owner OwningUser int Required    
  OwningUserName nvarchar (255)      
Originating Lead OriginatingLeadId int Relationship    
  OriginatingLeadIdName2 nvarchar (200)      
Credit Limit ($) CreditLimit money      
Credit Hold CreditOnHold bit   0 (No)

1 (Yes)

 0
Payment Terms PaymentTermsCode int (picklist)      
  PaymentTermsCodeName2 nvarchar (200) (picklist)   Net 30

2% 10, Net 30

Net 45

Net 60

 Null
Price List DefaultPriceLevelId int Relationship    
  DefaultPriceLevelIdName2 nvarchar (100)      
Preferred PreferredContactMethodCode int (picklist)     1
  PreferredContactMethodCodeName2 nvarchar (200) (picklist)   Any

E-mail

Phone

Fax

Mail

 Any
E-mail DoNotEmail bit   0 (Allow)

1 (Do Not Allow)

 0
Phone DoNotPhone bit   0 (Allow)

1 (Do Not Allow)

 0
Fax DoNotFax bit   0 (Allow)

1 (Do Not Allow)

 0
Mail DoNotPostalMail bit   0 (Allow)

1 (Do Not Allow)

 0
Optional attributes          
  StatusCode1 int (status)   1 (Active)

2 (Inactive)

 For state code 0, 1

For state code 1, 2
  AccountClassificationCode int (picklist)      
  AccountClassificationCodeName2 nvarchar (200) (picklist)   Default Value Default Value
  AccountRatingCode int (picklist)      
  AccountRatingCodeName2 nvarchar (200) (picklist)   Default Value Default Value
  Address1_County nvarchar (50)      
  Address1_Fax nvarchar (20)      
  Address1_Latitude float      
  Address1_Longitude float      
  Address1_PostOfficeBox nvarchar (20)      
  Address1_PrimaryContactName nvarchar (150)      
  Address1_Telephone2 nvarchar (50)      
  Address1_Telephone3 nvarchar (50)      
  Address1_UPSZone nvarchar (4)      
  Address2_AddressTypeCode int (picklist)      
  Address2_AddressTypeCodeName2 nvarchar (200) (picklist)   Default Value Default Value
  Address2_City nvarchar (50)      
  Address2_Country nvarchar (50)      
  Address2_County nvarchar (50)      
  Address2_Fax nvarchar (20)      
  Address2_FreightTermsCode int (picklist)      
  Address2_FreightTermsCodeName2 nvarchar (200) (picklist)   Default Value Default Value
  Address2_Latitude float      
  Address2_Line1 nvarchar (50)      
  Address2_Line2 nvarchar (50)      
  Address2_Line3 nvarchar (50)      
  Address2_Longitude float      
  Address2_Name nvarchar (200)      
  Address2_PostalCode nvarchar (20)      
  Address2_PostOfficeBox nvarchar (20)      
  Address2_PrimaryContactName nvarchar (150)      
  Address2_ShippingMethodCode int (picklist)      
  Address2_ShippingMethodCodeName2 nvarchar (200) (picklist)   Default Value Default Value
  Address2_StateOrProvince nvarchar (50)      
  Address2_Telephone1 nvarchar (50)      
  Address2_Telephone2 nvarchar (50)      
  Address2_Telephone3 nvarchar (50)      
  Address2_UPSZone nvarchar (4)      
  BusinessTypeCode int (picklist)      
  BusinessTypeCodeName2 nvarchar (200) (picklist)   Default Value Default Value
  CustomerSizeCode int (picklist)      
  CustomerSizeCodeName2 nvarchar (200) (picklist)   Default Value Default Value
  DoNotBulkEmail bit   0 (True)

1 (False)

 1
  DoNotBulkPostalMail bit   0 (True)

1 (False)

 1
  EmailAddress2 nvarchar (100)      
  EmailAddress3 nvarchar (100)      
  FtpSiteUrl nvarchar (200)      
  MarketCap money      
  SharesOutstanding int      
  StockExchange nvarchar (20)      
  Telephone3 nvarchar (50)      
  TerritoryId int Relationship    
  TerritoryIdName2 nvarchar (200)      
  Address1_UTCOffset int      
  Address2_UTCOffset int      
Not migrated IsPrivate        
  Address1_AddressId        
  Address2_AddressId        
  Aging30        
  Aging60        
  Aging90        
  CreatedBy        
  CreatedOn        
  DeletionStateCode        
  ModifiedBy        
  ModifiedOn        
  OwnerId        
  OwnerIdType        
  OwningTeam        
  ParticipatesInWorkflow        
  SecurityDescriptor        
  VersionNumber        

1 See StateCode and StatusCode Values.

2 The field is used only in the CDF database; it is not migrated.

© 2005 Microsoft Corporation. All rights reserved.