How do I assign a LARGE number of business contacts to an account

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Guest

I am importing a contact list from Excel. I will have over a thousand
entries. I want to assign them all to the same Acount but so far have only
been able to do it by opeining each record individually. Is there a batch
edit or way to get to the database to quickly enter this field. I tried
adding the field in teh spreadsheet but BCM does not allow me to maop this
field. Thnak you.
 
I am importing a contact list from Excel. I will have over a thousand
entries. I want to assign them all to the same Acount but so far have only
been able to do it by opeining each record individually. Is there a batch
edit or way to get to the database to quickly enter this field. I tried
adding the field in teh spreadsheet but BCM does not allow me to maop this
field. Thnak you.
Click to expand...

Automatically linking Contacts to Accounts on import only works when
importing from BCM files--and therefore works for QuickBook and ACT
imports as well as they use BCM files as an intermediate step.

Judging from the traffic on this newsgroup, adding that feature to
CSV, Excel, and Access imports is moving up the user requests hit
parade.
 
Judging from the traffic on this newsgroup, adding that feature to
CSV, Excel, and Access imports is moving up the user requests hit
parade.
Click to expand...

It most certainly is, having imported some 750 Accounts and Contacts via
Excel (don't bother trying with CSV!!!) and then finding I have to link each
one manually in the BCM form :-(

The Business Contacts mapping has a Parent Account Name field. I would have
thought completeing this with the same name as the Account should have linked
them automatically...

Kevin
 
I have successfully mapped contacts to their respective company
automatically, but it is by no way straightforward. Short (technical)
description:

I first imported all companies, then contacts, then opened the database and
exported the according tables to excel (ContactMainTable and
ContactNameTable). Had to juggle the data abit so that I had a complete
MainTable that included right company name for each contact, as well as its
respective ParentEntryId, ServiceID and Parent Type set right. Then exported
to a .csv file and updated the database through running a vbscript.

I am not a programmer, so I needed help on the vbscript.

Very strange that this feature is not included in the import function of
BCM, it is a clear show-stopper for alot of companies.

- Vidar C.
 
I have successfully mapped contacts to their respective company
automatically, but it is by no way straightforward. Short (technical)
description:

I first imported all companies, then contacts, then opened the database and
exported the according tables to excel (ContactMainTable and
ContactNameTable). Had to juggle the data abit so that I had a complete
MainTable that included right company name for each contact, as well as its
respective ParentEntryId, ServiceID and Parent Type set right. Then exported
to a .csv file and updated the database through running a vbscript.

I am not a programmer, so I needed help on the vbscript.

Very strange that this feature is not included in the import function of
BCM, it is a clear show-stopper for alot of companies.

- Vidar C.








- Show quoted text -
Click to expand...

Good stuff.

Can you post the script?
 
come on MIcro -- leta have a free update to fix his
amazing but i dont see any bug fixes or upgrades FOC coming from MIcro on
this product ?
 
come on MIcro -- leta have a free update to fix his
amazing but i dont see any bug fixes or upgrades FOC coming from MIcro on
this product ?






- Show quoted text -
Click to expand...

I expected that Office 2007 Service Pack 1 will be the first BCM
update we're likely to see.
 
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