Importing both accounts and contacts in BCM2007

G

Guest

Hi,

I would like to be able to import both contacts and accounts into BCM. I am
importing from a specialized database (insurance) database. I can export out
to excel, access,csv, etc. When I try importing accounts, the I can getting
the business name, addresses, etc., But the "Contact Name" doesn't import,
nor the email address.

Reading through this site, it seems that on earlier editions of BCM that
linking the contacts and accounts wasn't possible, is there a change that it
is now with 2007?
 
L

Luther

Contacts and Accounts are still imported separately in 2007, except
when importing from BCM files. Imports from ACT are a special case, as
the ACT data is first converted to a BCM file, and the Business
Contact's parent Account, if any, is preserved.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Similar Threads

Importing Accounts into BCM2007 from Outlook 2
Linking Contacts to Accounts during Import 2
BCM 2007 and 2003 Compatability 4
Importing Contacts & Accounts - Address Problems 4
Filtering for a parent account category while in business contacts - BCM Outlook 2007 0
Importing Accounts and Contacts 3
Importing data from quickbooks or excel, need data mapping 4
Importing Accounts and Contacts from Outlook 7

Top