What is the best way to import data from Janna?

[gamer2k4]

The company I work for is planning to switch over to BCM after using
Janna Contact for about fifteen years. Janna has been unsupported and
unupdated for nearly a decade, so this is kind of an important data
migration. Also, we have over 60000 records, so re-entering the data
is almost completely out of the question.

Does anyone have experience with this sort of thing? Is there a simple
way to transfer all of the information, or is it a multiple step
process? I've started work with queries and VB scripts in MS Access
(Janna uses .mdb files for its databases) to consolidate everything
into two tables (accounts and contacts), but I've heard it's also
possible to import Janna data into Quicken, and then import that data
into BCM. I'm sure there are other ways as well.

Finally, I'm curious as to how various things are imported. How are
notes handled? Does BCM take into account contact/account
relationships, and if so, how? What steps are needed to do that?

Thanks in advance for any help.

 

[Luther]

The company I work for is planning to switch over to BCM after using
Janna Contact for about fifteen years.  Janna has been unsupported and
unupdated for nearly a decade, so this is kind of an important data
migration.  Also, we have over 60000 records, so re-entering the data
is almost completely out of the question.

Does anyone have experience with this sort of thing? Is there a simple
way to transfer all of the information, or is it a multiple step
process? I've started work with queries and VB scripts in MS Access
(Janna uses .mdb files for its databases) to consolidate everything
into two tables (accounts and contacts), but I've heard it's also
possible to import Janna data into Quicken, and then import that data
into BCM.  I'm sure there are other ways as well.

Finally, I'm curious as to how various things are imported.  How are
notes handled? Does BCM take into account contact/account
relationships, and if so, how? What steps are needed to do that?

Thanks in advance for any help.

BCM will import Accounts (companies) and Business Contacts (people)
from Access. You'll need to map out which fields in an Access table
map to which fields in a BCM contact. If that doesn't work, you can
export from access to CSV files, and then import those into BCM. You
may be able to map a Janna Note column to a BCM comments field. BCM
has some relationships (Business contacts work for Accounts), but you
cannot import those from Access.

 

[Durwood Laughinghouse]

Was gmer2k able to obtain a solution to converting Janna files to Outlook? I have been using Janna for several years and would like to convert the information to Outlook and have it just as accessible as it is in the Janna program.



gamer2k wrote:

What is the best way to import data from Janna?
11-Jul-08

The company I work for is planning to switch over to BCM after using
Janna Contact for about fifteen years. Janna has been unsupported and
unupdated for nearly a decade, so this is kind of an important data
migration. Also, we have over 60000 records, so re-entering the data
is almost completely out of the question.

Does anyone have experience with this sort of thing? Is there a simple
way to transfer all of the information, or is it a multiple step
process? I've started work with queries and VB scripts in MS Access
(Janna uses .mdb files for its databases) to consolidate everything
into two tables (accounts and contacts), but I've heard it's also
possible to import Janna data into Quicken, and then import that data
into BCM. I'm sure there are other ways as well.

Finally, I'm curious as to how various things are imported. How are
notes handled? Does BCM take into account contact/account
relationships, and if so, how? What steps are needed to do that?

Thanks in advance for any help.

Previous Posts In This Thread:

What is the best way to import data from Janna?
The company I work for is planning to switch over to BCM after using
Janna Contact for about fifteen years. Janna has been unsupported and
unupdated for nearly a decade, so this is kind of an important data
migration. Also, we have over 60000 records, so re-entering the data
is almost completely out of the question.

Does anyone have experience with this sort of thing? Is there a simple
way to transfer all of the information, or is it a multiple step
process? I've started work with queries and VB scripts in MS Access
(Janna uses .mdb files for its databases) to consolidate everything
into two tables (accounts and contacts), but I've heard it's also
possible to import Janna data into Quicken, and then import that data
into BCM. I'm sure there are other ways as well.

Finally, I'm curious as to how various things are imported. How are
notes handled? Does BCM take into account contact/account
relationships, and if so, how? What steps are needed to do that?

Thanks in advance for any help.

Re: What is the best way to import data from Janna?
On Jul 8, 7:18=A0am, (e-mail address removed) wrote:

BCM will import Accounts (companies) and Business Contacts (people)
from Access. You'll need to map out which fields in an Access table
map to which fields in a BCM contact. If that doesn't work, you can
export from access to CSV files, and then import those into BCM. You
may be able to map a Janna Note column to a BCM comments field. BCM
has some relationships (Business contacts work for Accounts), but you
cannot import those from Access.

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[Gamer_2k4]

Was gmer2k able to obtain a solution to converting Janna files to Outlook?  I have been using Janna for several years and would like to convert the information to Outlook and have it just as accessible as it is in the Janna program.

Yes, but there's no one-click way to do it. I forget the exact
procedure that I used (it was a year ago), but the steps were
something like this:
1) Open up the Janna data files in MS Access. You may need to import
them, rather than just simply opening the files. The file may work
with a different database program, but I worked in Access, so the
following instructions will assume use of that.
2) Because Janna makes no distinction between companies and people,
find a way to determine which are which (I think it's a Type field or
something like that). Then, based on that, generate a table for each
with cross-tab queries in Access. The companies will be Accounts in
BCM, and the people will be Contacts. Pull out whatever fields you
can with those (name, address, phone, email, etc.) and, for the sake
of clarity, name them exactly what they are in BCM.
3) The tables will still be incomplete; they'll be missing notes and
any unusually named fields (like Fax 3, for example; really any custom
fields that don't easily map to the fields in BCM). To rectify this,
I created another table that held the notes and additional phone
numbers, along with the contact GUIDs for each.
4) I wrote a script that combined the notes and each additional phone
number or email into a single record, then added those to the existing
tables.
5) Now that both the Contact and Account tables are all set up, it's
time to import them. This should be fairly simple if you named the
fields correctly. Do a test run with a limited set of data, and if it
looks good, import the whole thing.

Hopefully this is enough to get you started; if not, I may be able to
access my files in a few weeks and I can give you more specific
answers, such as which database tables hold which information and what
queries I ran.