Importing both Contacts and Accounts to BCM

T

TechMosaic

Is there a way to import Accounts and Contacts so that they are linked?
In other words, I have a spreadsheet with one row per Account, tha
also
includes Contact Info.

I can easily perform two separate imports, so that I have all th
Accounts in and all the Contacts in BCM, but they are not linked.

Is there a way (either during an import, or aftwards with a macro) t
link these? The BUSINESS CONTACT Company field and the ACCOUNT
Account Name will be identical matches, and at this point, I only hav
one contact per account
 
L

Leonid S. Knyshov

TechMosaic said:
Is there a way to import Accounts and Contacts so that they are linked?
In other words, I have a spreadsheet with one row per Account, that
also
includes Contact Info.

I can easily perform two separate imports, so that I have all the
Accounts in and all the Contacts in BCM, but they are not linked.

Is there a way (either during an import, or aftwards with a macro) to
link these? The BUSINESS CONTACT Company field and the ACCOUNTS
Account Name will be identical matches, and at this point, I only have
one contact per account.

Don't know of a way, but it's possible if you want to manipulate the SQL
instance directly.

This is not a very useful response, but this question has been open too
long. :)

If you are familiar with writing applications for Office, you can get the
BCM API guide from MSDN.
--
Leonid S. Knyshov, CEO
Crashproof Solutions, LLC - http://www.crashproofsolutions.com
MCP Exchange 2003/Small Business Server 2003
Microsoft Small Business Specialist Partner
See the tips and tricks section on my website for video tutorials on BCM
Send a smile to Microsoft (Office 2007 Beta feedback tool)!
http://tinyurl.com/m4omy
 

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