Importing opportunities from previous crm program

  • Thread starter Thread starter Meg Jaskowiak
  • Start date Start date
M

Meg Jaskowiak

I must be the dumbest person. I am so confused with BCM. I am trying to
import data from Entellium CRM. I have three files of data. Account file
which I imported, Contact Information which I imported and now opportunity
data which I for the life of me have no clue on how to import. I need
someones expertise to help me in layman terms so I know what Im doing.

Help Please.
Meg Jaskowiak
24-7 Power
 
I must be the dumbest person. I am so confused with BCM. I am trying to
import data from Entellium CRM. I have three files of data. Account file
which I imported, Contact Information which I imported and now opportunity
data which I for the life of me have no clue on how to import. I need
someones expertise to help me in layman terms so I know what Im doing.

Help Please.
Meg Jaskowiak
24-7 Power
Click to expand...

BCM only imports contact types from generic files.
 
So in other words I will have to type all this information into BCM?






- Show quoted text -
Click to expand...

Someone could write a program to import data from Entellium to BCM,
like others have done to import from ACT! and QuickBooks.
 
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