Importing Accounts and Contacts Aldrin 3/1/2007 9:58:02 PM Hi, I am using Outlook 2007 with BCM 2007 and trying to import Accounts and Contacts from an excel file(s). The issue I am having is that the Accounts import just fine, as do the Contacts, however the contacts are not linked to the "Parent Company Name" in this case the account, even though the "Parent Account Name" is in the spreadsheet. All the other columns import fine just not the linked account, so the contact does not "belong" to a company. I even creted a contact in BCM and linked it to a company, then exported that contact (it had the parent company) , then deleted the contact in BCM and re-imported the same file that BCM exported, BUT again the link between the contact and the company was ignored. Hope someone has a solution!

Re: Importing Accounts and Contacts "Burcu Kinay [MSFT]" <bkinay[ at ]online.microsoft.com> 3/2/2007 2:17:57 AM Hi Aldrin, I see two import paths in your post. 1) You import your contacts from Excel. BCM currently does not import linking from Excel files. (linking is kept only in .bcm formatted files). BCM does not create linking using Parent Account Name. 2) You create a contact and export it. - Do you use .bcm format? - Do you export only the contact you created? -- -- This posting is provided "AS IS" with no warranties, and confers no rights. "Aldrin" <Aldrin[ at ]discussions.microsoft.com> wrote in message news:2870C8D3-F0C9-44D8-BF52-F162ECEC7320[ at ]microsoft.com... [Quoted Text] > Hi, > I am using Outlook 2007 with BCM 2007 and trying to import Accounts and > Contacts from an excel file(s). The issue I am having is that the Accounts > import just fine, as do the Contacts, however the contacts are not linked > to > the "Parent Company Name" in this case the account, even though the > "Parent > Account Name" is in the spreadsheet. All the other columns import fine > just > not the linked account, so the contact does not "belong" to a company. I > even > creted a contact in BCM and linked it to a company, then exported that > contact (it had the parent company) , then deleted the contact in BCM and > re-imported the same file that BCM exported, BUT again the link between > the > contact and the company was ignored. > > Hope someone has a solution!

Re: Importing Accounts and Contacts SalesGuy 5/21/2007 8:48:00 PM I have the same needs as Aldrin. I need to import contacts from excel and have them link to the accounts. It seems odd to me that a program like this would not have a way to link imported contacts to their respective accounts except through MS's own proprietary format (.bcm). Burcu, are there any work arounds for this? Is this in queue to be fixed at MS? "Burcu Kinay [MSFT]" wrote: [Quoted Text] > Hi Aldrin, > I see two import paths in your post. > 1) You import your contacts from Excel. BCM currently does not import > linking from Excel files. (linking is kept only in .bcm formatted files). > BCM does not create linking using Parent Account Name. > > 2) You create a contact and export it. > - Do you use .bcm format? > - Do you export only the contact you created? > > -- > > -- > This posting is provided "AS IS" with no warranties, and confers no rights. > "Aldrin" <Aldrin[ at ]discussions.microsoft.com> wrote in message > news:2870C8D3-F0C9-44D8-BF52-F162ECEC7320[ at ]microsoft.com... > > Hi, > > I am using Outlook 2007 with BCM 2007 and trying to import Accounts and > > Contacts from an excel file(s). The issue I am having is that the Accounts > > import just fine, as do the Contacts, however the contacts are not linked > > to > > the "Parent Company Name" in this case the account, even though the > > "Parent > > Account Name" is in the spreadsheet. All the other columns import fine > > just > > not the linked account, so the contact does not "belong" to a company. I > > even > > creted a contact in BCM and linked it to a company, then exported that > > contact (it had the parent company) , then deleted the contact in BCM and > > re-imported the same file that BCM exported, BUT again the link between > > the > > contact and the company was ignored. > > > > Hope someone has a solution! >

Re: Importing Accounts and Contacts virtualison 6/1/2007 2:31:01 PM I think I have a similar issue. I imported account info into bcm from excel but tried to map a contact person's name to the "primary contact" field in bcm account. This did not work. I'm thinking the primary contact within bcm can only be selected individually, and that I'd need to import my contacts separately, not to accounts but to contacts. It just doesn't seem possible that there's no way around this issue. Anybody know of one? I had planned to do a marketing campaign to 700 people--some primary contacts with accounts, i.e. customers that we have, some business contacts (leads). It would be very inefficient to have to manually select primary contacts. Suggestions? I am just setting us up on bcm and am looking for resource material as to how best to set our database up in bcm. "SalesGuy" wrote: [Quoted Text] > I have the same needs as Aldrin. I need to import contacts from excel and > have them link to the accounts. It seems odd to me that a program like this > would not have a way to link imported contacts to their respective accounts > except through MS's own proprietary format (.bcm). Burcu, are there any work > arounds for this? Is this in queue to be fixed at MS? > > > "Burcu Kinay [MSFT]" wrote: > > > Hi Aldrin, > > I see two import paths in your post. > > 1) You import your contacts from Excel. BCM currently does not import > > linking from Excel files. (linking is kept only in .bcm formatted files). > > BCM does not create linking using Parent Account Name. > > > > 2) You create a contact and export it. > > - Do you use .bcm format? > > - Do you export only the contact you created? > > > > -- > > > > -- > > This posting is provided "AS IS" with no warranties, and confers no rights. > > "Aldrin" <Aldrin[ at ]discussions.microsoft.com> wrote in message > > news:2870C8D3-F0C9-44D8-BF52-F162ECEC7320[ at ]microsoft.com... > > > Hi, > > > I am using Outlook 2007 with BCM 2007 and trying to import Accounts and > > > Contacts from an excel file(s). The issue I am having is that the Accounts > > > import just fine, as do the Contacts, however the contacts are not linked > > > to > > > the "Parent Company Name" in this case the account, even though the > > > "Parent > > > Account Name" is in the spreadsheet. All the other columns import fine > > > just > > > not the linked account, so the contact does not "belong" to a company. I > > > even > > > creted a contact in BCM and linked it to a company, then exported that > > > contact (it had the parent company) , then deleted the contact in BCM and > > > re-imported the same file that BCM exported, BUT again the link between > > > the > > > contact and the company was ignored. > > > > > > Hope someone has a solution! > >