Import Multiple Business Contacts into an Account

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Jeff - 18 Feb 2008 05:37 GMT

I have an excel list of ~55 business contact. Just name and address.
I have an account already made to link to these contacts.

How do I import this excel list of names/addresses and map them to my
account?

In the excel list I have a header "Account" with the account name in the
below cells. I thought in the mapping process I would be able to map this
field to the ACCOUNT object but it seems to be missing.

Is there another way to do this, or did I miss something?

Thanks, Jeff

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Luther - 18 Feb 2008 20:11 GMT

> I have an excel list of ~55 business contact. Just name and address.
> I have an account already made to link to these contacts.
[quoted text clipped - 9 lines]
>
> Thanks, Jeff

I don't think you are missing anything. There isn't a way to set the
parent of a Business Contact during an Excel import.

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Jeff - 19 Feb 2008 02:08 GMT

Thanks Luther.

I thought I found it but it didn't work. There was a "Parent Account" in the
list but it didn't work.
What a pain in the @$$. I got tired of searching for a way and just
manually went in to each contact and linked them to the account. Some @ MS
needs bonked in the head for that. (V8).

>> I have an excel list of ~55 business contact. Just name and address.
>> I have an account already made to link to these contacts.
[quoted text clipped - 12 lines]
> I don't think you are missing anything. There isn't a way to set the
> parent of a Business Contact during an Excel import.

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Chris - 21 Feb 2008 23:18 GMT

I guess I'm the one should be "bonked" for your not being able to
import your business contacts and linked account from Excel! We do
support importing linked accounts/business contacts from competitive
products, and the link is maintained. I'm not aware of anyone asking
for this before, from csv or Excel.

Still, it's a reasonable request, and one we'll consider for a future
release. In addition, another way we might ease your pain is to allow
you to import the 55 contacts, then assign all of them, in one
operation, to your one account. That would work, would it not?

Chris [msft]

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Jeff - 23 Feb 2008 02:54 GMT

Hi Chris,

If that is possible, I'm not aware of how to do it. I imported all the
business contacts from the excel list and they were unassigned (categories).
I tried to group assign them but was not able to figure out how to do it.

As for the mapping to Parent Account... I guess that isnt the same?

> I guess I'm the one should be "bonked" for your not being able to
> import your business contacts and linked account from Excel! We do
[quoted text clipped - 8 lines]
>
> Chris [msft]

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Chris - 14 Mar 2008 17:08 GMT

In the version you're using, there isn't any good way to automatically
assign your 55 business contact to accounts. We'll consider making it
easier to do that from CSV.

Chris [msft]

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