Link an account to a Business Contact during import

[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

 

[Luther]

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...

 

[Nancy R]

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