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
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