Linking Imported Accounts and Contacts

[Guest]

I have imported about 800 Accounts and 1000 associated Contacts into BCM from
Excel. Is there any way tp associate those 1000 COntacts with their
respective Accoutns, short of opening each Contact and manually doing it? The
Account Name is exatly the same as the Company name in the Contact record.
Can the database be manipulated externally to accomplish this?

 

[Tim P via OfficeKB.com]

Hi MB,

Welcome to the wonderful brave new world of BCM! Halloween spooks have
potentially arrived early. Your post brings shivers of remembance because my
data numbers sometime back were very similiar to yours when I migrated my
data. I could NOT find an answer to this question so I just sucked it up and
proceeded to do this manually. It took me weeks while tending to all of my
other daily business needs as I went. My own knowledge base says that this
is likely the only way for you to proceed unless one of the MVP gurus hanging
out here can come to the rescue and provide you with an answer that you are
preferably looking for!

Good luck and again, for what it may be worth ... you are not alone in your
grief.

"I feel your pain man."

-THP

 

[Guest]

Tim -

Thanks for the response. Obviously not what I wanted to hear, but knowing
I'm not alone helps, well, a little.

 

[Guest]

MB,
I am experiencing the same pain as you... and that was after I imported a
thousand some records to find more than a few surprise entries built from my
import list. Had to delete all accounts, re-organize my data and re-import it.

Now, I am seriously considering dropping the bucks for ACT! as it will cost
me days of time to set up in BCM.

I am wondering what the exported field "EntryGUID" means ... If I export my
accounts and re-import them as contacts after applying that field to the
appropriate contacts in Excel ... will that make the association?