Importing both accounts and contacts in BCM2007

S

Scott

Hi,

I would like to be able to import both contacts and accounts into BCM. I am
importing from a specialized database (insurance) database. I can export out
to excel, access,csv, etc. When I try importing accounts, the I can getting
the business name, addresses, etc., But the "Contact Name" doesn't import,
nor the email address.

Reading through this site, it seems that on earlier editions of BCM that
linking the contacts and accounts wasn't possible, is there a change that it
is now with 2007?
 
L

Luther

Contacts and Accounts are still imported separately in 2007, except
when importing from BCM files. Imports from ACT are a special case, as
the ACT data is first converted to a BCM file, and the Business
Contact's parent Account, if any, is preserved.
 

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