"Primary Contact" field on acct. level blank when importing Excel

[ryanholliday]

I am trying to import data from an Excel file to create accounts for BCM.
The file includes addresses, phone, etc., and I would also like to import the
Excel column where I have the primary contact name. Even though the rest of
the data inserts properly after I map the transition, the "Primary Contact"
field does not fill with the name from my Excel file.

 

[Luther]

I am trying to import data from an Excel file to create accounts for BCM.  
The file includes addresses, phone, etc., and I would also like to import the
Excel column where I have the primary contact name.  Even though the rest of
the data inserts properly after I map the transition, the "Primary Contact"
field does not fill with the name from my Excel file.  

I think the PrimaryContact field contains the internal id of a
BusinessContact, and when you open an Account form, BCM fetches the
name field of the contact with that id and displays it.

So there's no way to import a primary contact name for an Account.

 

[ryanholliday]

Thanks for the help. The more I looked at it, that was my assumption,
unfortunately. Would you think the best thing would be to import the excel
names as contacts and then manually link the individual contact names to the
accounts?

 

[Luther]

Thanks for the help.  The more I looked at it, that was my assumption,
unfortunately.  Would you think the best thing would be to import the excel
names as contacts and then manually link the individual contact names to the
accounts?







- Show quoted text -

Yes, I think so. The only alternative would be to write some code add
the links, but that would only be worth it if you had thousands of
records that needed linking.

 

[ryanholliday]

I actually do have a few thousand records that I'd like to link a contact to.
Is there a site you can direct me to that walks me through writing code for
this? I am pretty computer illiterate.

 

[Luther]

I actually do have a few thousand records that I'd like to link a contact to.
 Is there a site you can direct me to that walks me through writing codefor
this?  I am pretty computer illiterate.  






- Show quoted text -

Sorry, Not in a newsgroup post. I would adivise finding someone that's
already familiar with the type of code required--probably some Sql
code would be enough, once all the data is in the bcm database.