Link an account to a Business Contact during import

  • Thread starter Thread starter Bill Board
  • Start date Start date
B

Bill Board

If I have imported my accounts and now I'm ready to import my business
contacts how do it associate (link) my business contact to the already
existing Account?

Thanks,
Bill

PS - I'm using Outlook 2007
 
If I have imported my accounts and now I'm ready to import my business
contacts how do it associate (link) my business contact to the already
existing Account?

Thanks,
Bill

PS - I'm using Outlook 2007

The way I know that contacts get linked to accounts is when they are
both imported in the same BCM file.

You are not the first to ask for this feature...
 
Hi Luther,

How can I import contacts and accounts into BCM at the same time?

When I did the import with my excel files, I could not see any option to do
this.

I have 18000+ contacts and 1700+ accounts so I don't want to have to setup
the links manually.

TIA,
Nancy
 
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