Import Outlook contacts to BCM contacts/account

Similar Threads:

1.Need to Link multiple imported Contacts to Accounts in Outlook BCM

I posted this in the Microsoft Small Business Specialist Newsgroup and they 
informed me to post this here.  Please direct me to the proper Newsgroup if 
this isn't the proper place for this question.

I have a client who keeps all their contacts on an Excel Spreadsheet.  The 
spreadsheet has columns for Company Name, Address, ZIP, First Name, Last Name.

They imported the Company Names, Address, and ZIP from the spreadsheet into 
the BCM Accounts.  They also imported the First Names and Last Names in to 
the BCM Business Contacts.

The problem is they have about 5000 Business Contacts that need to be Linked 
to their specific Accounts.  I had hoped that I could Select Business 
Contacts and then click the Link to Record button on the toolbar but the 
button is grayed out.  I noticed it only appears when highlighting Tasks or 
Opportunities.

The Microsoft Outlook team suggested this: "With 5000 records it may be 
worth it to export the spreadsheet to CSV and 
then write a script (or something similar) to convert the CSV into a BCM 
XML file. The XML would contain a link to each contact's parent account."

Please help me obtain a solution for this so my client doesn't have to Link 
each Business Contact one at a time to the corresponding Account.

It's hard to believe that Microsoft didn't consider this type of scenario 
when developing BCM.  I'm sure there are many businesses that are currently 
using ACT or Goldmine and have thousands of Contacts they would have to 
import into BCM if thery were to use BCM, otherwise users would take months 
just linking BCM Contacts to BCM Accounts.


Thank you.
Rich Lusk
Small Business Specialist
DiamondNet, Inc.

2.Import Multiple Contacts in Accounts Outl 2003 BCM

I have Access 2003 and like to import companies in
ACCOUNTS and Table Persons in CONTACTS.
BuIn Access there is the standard CustomerID link,but
how to have One company and several related persons
into the Bus.Contact Manager Outlook 2003.
Thanks for any help.
William Rippen.

3.How import multiple contact in accounts OL2003 BCM

I have Access 2003 and like to import companies in
ACCOUNTS and Table Persons in CONTACTS.
BuIn Access there is the standard CustomerID link,but
how to have One company and several related persons
into the Bus.Contact Manager Outlook 2003.
Thanks for any help.
William Rippen.

4.Importing both Contacts and Accounts to BCM

5.Unable to link the BCM contacts twice with account contacts

unable to link BCM contacts twice with Account Contacts.

6. BCM Account cannot see BCM Contacts

7. Importing contacts to existing accounts in Outlook 2007 Business Contact Manager

8. BCM Accounts and Business Contacts in BCM