Connecting Excel spreadsheet to BCM

[Guest]

I have created a client list in an Excel spreadsheet and have been
experimenting with importing this into BCM. The trouble I encounter is these
two are not linked. When I update my spreadsheet by adding a new contact,
Access is updated, the two are linked. The new contact in my excel
spreadsheet is not added to BCM. Is there a way to link the two so data
added to excel is added to BCM?

 

[Lon Orenstein]

Shawne:

In a word, No. My two cents is to import it into BCM and then edit the
contacts from there.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

 

[Guest]

Thanks Lon for you helpful post, it answered my question. I haven't figured
out how to import just one new client from the spreadsheet. Is that
possible? My end goal is to find a program that we can use to import client
data to 'populate' the fields in the business forms we use which are Acrobat
files. Any suggestions? Someone had told me BCM was the way to go, but now
I feel kind of like I'm maintaining two data bases for the same list.
Shawn

 

[Lon Orenstein]

Shawne:

Yes, you can import one contact by only having one contact (row) on the
spreadsheet. Seems like a long way to go to get one contact entered -- it
might be easier to cut/paste or just enter it directly.

As for populating fields into an Acrobat form, you should be able to setup
an ODBC connection to BCM that Acrobat can read.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

 

[Guest]

Thanks Lon, very helpful. I will eventually get some of your books, there
is much to learn! Have a great day.

 

[Luther]

I have created a client list in an Excel spreadsheet and have been
experimenting with importing this into BCM. The trouble I encounter is these
two are not linked. When I update my spreadsheet by adding a new contact,
Access is updated, the two are linked. The new contact in my excel
spreadsheet is not added to BCM. Is there a way to link the two so data
added to excel is added to BCM?

There are two view in the BCM V3 database designed for integrating
Contacts and Accounts with other applications: PublicAccountsView and
PublicContactsView. When records in those Views are updated (or
another CRUD operation happens) from a program like Excel, BCM will
process the changes when it runs. This is how Microsoft Accounting
keeps its Customers in sync with BCM.

 

[Don Tdoit]

Hello Luther

Your post is interesting, but sorry, I am a bit vague about those views you
mention. Does that mean that i can merely update an excel database and
import it to BCM and it will update fields but not overwrite or lose certain
data already in BCM?
I look forward to your reply.
Thanks