This is a great tutorial about exporting your data into BCM! So you’ve finally installed and customized business contact manager, now you have an Excel sheet with 10,000 contacts; what do you do?? this video explains how to perform the entire import while maintaining relationships between contacts and accounts; I have gotten endless questions on how to import two types of contacts and maintain linked relationships between them; this video will demonstrate how to import in and export out items to and from your database.
- Learn how to make your Excel CSV spreadsheet ready to import.
- Learn how to create headers between Contact and Account to retain linked relationships.
- Learn how to use field mapping.
- Learn how to import your contacts.
- Learn how to export backups of BCM.
- Learn how to export your customizations for back up.