Importing Accounts into BCM2007 from Outlook

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Colin Foster - 28 Sep 2007 15:16 GMT

Hi,

I'm having a problem inporting my contacts from Outlook 2007 into BCM2007.

I can import them all as contacts in BCM, but I can't import them as
Accounts (so that I can then link Contacts to Accounts. If I try dragging &
droping into Accounts, then the name of the contact becomes the "Account
Name".

Any suggestions? I'm trying to use a shared database on Small Business
Server 2003.
Regards
Colin

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Ed C - 28 Sep 2007 20:54 GMT

I believe you have to make Accounts seperately, no way to import them. There
have been other posts on this subject so you may want to search a little
farther.

> Hi,
>
[quoted text clipped - 9 lines]
> Regards
> Colin

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Colin Foster - 28 Sep 2007 21:19 GMT

Cheers, Ed,
Interestingly, the BCM2003 version allowed you to select whether you are
importing "Accounts" or "Business Contacts" which appears to have been left
out of the 2007 offering - pity, really.

I have managed to find a way around the problem, but that involved
"re-filing" from First/Last name order into Company. However, there are 2
problems with this...
1. To do it across a large number of contacts is, to say the least, a hassle!
2. When I then look at how the names appear on my mobile 'phone (synched
with Outlook, I just see a long list of company names!

Hey, ho... in frustration, I've downloaded to Excel & have just finished
sorting this ready to import back into BCM

Cheers, again
Colin

> I believe you have to make Accounts seperately, no way to import them. There
> have been other posts on this subject so you may want to search a little
[quoted text clipped - 13 lines]
> > Regards
> > Colin

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