J
JohnQDP
I've got over a dozen years' worth of contacts and (mainly) notes in
Maximizer. How difficult is it to get that data into BCM?
Maximizer. How difficult is it to get that data into BCM?
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L
Lon Orenstein
JohnQDP:
The contact data should come across without too many problems, assuming you
have less than 40 custom fields in Maximizer. You can export to CSV or
comma delimited, clean it up in Excel or Access, and then import into BCM.
You can map the fields during the import.
The notes are a different story. BCM doesn't have a converter for Maximizer
and no one that we know has written one.
It would be a huge PITA to do but you could probably run a Notes History
report, save it to a text file, then copy/paste the notes for each contact
into the Comments field in BCM. One advantage of this is that the Comments
field is searchable.
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
The contact data should come across without too many problems, assuming you
have less than 40 custom fields in Maximizer. You can export to CSV or
comma delimited, clean it up in Excel or Access, and then import into BCM.
You can map the fields during the import.
The notes are a different story. BCM doesn't have a converter for Maximizer
and no one that we know has written one.
It would be a huge PITA to do but you could probably run a Notes History
report, save it to a text file, then copy/paste the notes for each contact
into the Comments field in BCM. One advantage of this is that the Comments
field is searchable.
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
A
as
John,
We're looking at doing the same thing. I have a call into a Maximizer
consultant I know re: cost to do this and if it's possible. Maybe you and I
could share the cost? I haven't found any other way to do this other than how
Lon suggested. BUT, I do wonder if the notes can be downloaded with the
contact identifier, then we'd just have to write a program to link up the
notes with the rest of the contact data. I don't know how to do it but know
it can be done, and my IT person probably can do it quickly.
Email me if you'd like to discuss further since I don't regularly monitor
this board. I was researching an issue with installing Maximizer on a 64-bit
server (short term only - I really want to switch to BCM) and came across
your post. kfx216 at yahoo dot com.
AS
We're looking at doing the same thing. I have a call into a Maximizer
consultant I know re: cost to do this and if it's possible. Maybe you and I
could share the cost? I haven't found any other way to do this other than how
Lon suggested. BUT, I do wonder if the notes can be downloaded with the
contact identifier, then we'd just have to write a program to link up the
notes with the rest of the contact data. I don't know how to do it but know
it can be done, and my IT person probably can do it quickly.
Email me if you'd like to discuss further since I don't regularly monitor
this board. I was researching an issue with installing Maximizer on a 64-bit
server (short term only - I really want to switch to BCM) and came across
your post. kfx216 at yahoo dot com.
AS
Y
yani1shu
Did anyone ever figure this out? I'm trying to do the exact same thing now.
I've started looking into manually inserting the notes from maximizer into
BCM via SQL Server insert statement into the table "dbo.ActivitiesTable"
which is the table that stores all the history notes apperantely. I just
posted a question on these boards trying to figure that one out.
I've started looking into manually inserting the notes from maximizer into
BCM via SQL Server insert statement into the table "dbo.ActivitiesTable"
which is the table that stores all the history notes apperantely. I just
posted a question on these boards trying to figure that one out.
L
Luther
Did anyone ever figure this out? I'm trying to do the exact same thing now.
I've started looking into manually inserting the notes from maximizer into
BCM via SQL Server insert statement into the table "dbo.ActivitiesTable"
which is the table that stores all the history notes apperantely. I just
posted a question on these boards trying to figure that one out.
- Show quoted text -
I suspect that if enough Maximizer customers want to migrate to BCM,
and they tell Microsoft, then Microsoft might add support for
Maximizer imports. Alternately, the BCM import utility is extensible,
so a third party can write an import module and sell it.
F
FoxMicrosoft
It has been awhile since a post was made. I am also looking to convert my
Maximizer database and I have over 30,000 notes over the last 15 years. Did
anyone ever get this figured out?
Bill
Maximizer database and I have over 30,000 notes over the last 15 years. Did
anyone ever get this figured out?
Bill