Import problems with primary contacts

A

arne ojasson

Hi,
I’m using bcm2007 and want to import a company and a primary contact from a excelfile. The import of a company or contact works without any problems. But when I try to import the contact as a primary contact the import is successful but not as a primary and not linked to the company!
I tried different ways in the import wizard and mapped the field to ‘primary contact’ and so on…
But it was not possible to get the imported contact listed in the ‘company-sheet’ under ‘business contacts’.


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K

kevinw

I’m using bcm2007 and want to import a company and a primary contact from a
excelfile. The import of a company or contact works without any problems. But
when I try to import the contact as a primary contact the import is
successful but not as a primary and not linked to the company!
I tried different ways in the import wizard and mapped the field to ‘primary contact’ and so on…
But it was not possible to get the imported contact listed in the ‘company-sheet’ under ‘business contacts’.

I tried similar things to you, also without success. I have since learned
that the linking only works when importing from a .BCM file.

Not impressed...

Kevin
 

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