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How to Import All Records of Particular Veeva CRM Object(s) into Veeva Align Without Running a Full CRM Refresh or an Import Date Override Job?

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Question:

How to import all records of particular Veeva CRM object(s) into Veeva Align, without running a full CRM Refresh or an Import date override job?

Answer:

This can be done by manipulating the Process Monitor records. 
  1. Navigate to Admin (Business Admin) --> in Component.
  2. Select Process Monitors.
  3. Change the value of the Last Completed Import Datetime field of the desired CRM object(s) to 1990-01-01 in order to import all records of the particular CRM object(s). 

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These steps do not interrupt the Import of the records of the other CRM Objects in the event the Last Completed Import Datetime is left unchanged. The value of the Last Completed Import Datetime resets after the Import from CRM job has run. The value is set to the date-time when the Import from CRM job is completed.

There are several advantages of using Process Monitor records over the Full CRM Refresh and Import Date Override options:

  1. The password of the CRM Connection user is not required.
  2. There is an ability to select the particular CRM Object(s) that can potentially decrease the duration.
  3. Similarly to the Import Date Override option, the Last Completed Import Datetime serves as the date and time filter to decide which records to import based on the Created and Last-Modified Dates.
Notes:
  • It is not recommended to use this solution permanently. It is considered a useful ability for troubleshooting purposes. The Import from CRM process may take longer if the date is set further in the past, as more records get considered.
  • Regarding Product Metrics, Full CRM Refresh needs to be used to achieve the data reflection. There is a scenario when Product Metric records get deleted. The Process Monitor does not result in the data reflection. It may work in other cases, however, Full CRM Refresh is confirmed working.

Related Documentation:

Align Help Documentation:

 

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