Janna Contact

  • Thread starter Durwood Laughinghouse
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Durwood Laughinghouse

Was gmer2k able to obtain a solution to converting Janna files to Outlook? I have been using Janna for several years and would like to convert the information to Outlook and have it just as accessible as it is in the Janna program.

gamer2k wrote:

What is the best way to import data from Janna?

11-Jul-08

The company I work for is planning to switch over to BCM after using

Janna Contact for about fifteen years. Janna has been unsupported and

unupdated for nearly a decade, so this is kind of an important data

migration. Also, we have over 60000 records, so re-entering the data

is almost completely out of the question.

Does anyone have experience with this sort of thing? Is there a simple

way to transfer all of the information, or is it a multiple step

process? I've started work with queries and VB scripts in MS Access

(Janna uses .mdb files for its databases) to consolidate everything

into two tables (accounts and contacts), but I've heard it's also

possible to import Janna data into Quicken, and then import that data

into BCM. I'm sure there are other ways as well.

Finally, I'm curious as to how various things are imported. How are

notes handled? Does BCM take into account contact/account

relationships, and if so, how? What steps are needed to do that?

Thanks in advance for any help.

Previous Posts In This Thread:

On Friday, July 11, 2008 2:26 AM

gamer2k wrote:

What is the best way to import data from Janna?

The company I work for is planning to switch over to BCM after using

Janna Contact for about fifteen years. Janna has been unsupported and

unupdated for nearly a decade, so this is kind of an important data

migration. Also, we have over 60000 records, so re-entering the data

is almost completely out of the question.

Does anyone have experience with this sort of thing? Is there a simple

way to transfer all of the information, or is it a multiple step

process? I've started work with queries and VB scripts in MS Access

(Janna uses .mdb files for its databases) to consolidate everything

into two tables (accounts and contacts), but I've heard it's also

possible to import Janna data into Quicken, and then import that data

into BCM. I'm sure there are other ways as well.

Finally, I'm curious as to how various things are imported. How are

notes handled? Does BCM take into account contact/account

relationships, and if so, how? What steps are needed to do that?

Thanks in advance for any help.

On Friday, July 11, 2008 2:26 AM

Luther wrote:

Re: What is the best way to import data from Janna?

On Jul 8, 7:18=A0am, gamer...@gmail.com wrote:

BCM will import Accounts (companies) and Business Contacts (people)

from Access. You'll need to map out which fields in an Access table

map to which fields in a BCM contact. If that doesn't work, you can

export from access to CSV files, and then import those into BCM. You

may be able to map a Janna Note column to a BCM comments field. BCM

has some relationships (Business contacts work for Accounts), but you

cannot import those from Access.

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Gamer_2k4

On Nov 1, 5:32 pm, Durwood Laughinghouse wrote:
> Was gmer2k able to obtain a solution to converting Janna files to Outlook?  I have been using Janna for several years and would like to convert the information to Outlook and have it just as accessible as it is in the Janna program.


Yes, but there's no one-click way to do it. I forget the exact

procedure that I used (it was a year ago), but the steps were

something like this:

1) Open up the Janna data files in MS Access. You may need to import

them, rather than just simply opening the files. The file may work

with a different database program, but I worked in Access, so the

following instructions will assume use of that.

2) Because Janna makes no distinction between companies and people,

find a way to determine which are which (I think it's a Type field or

something like that). Then, based on that, generate a table for each

with cross-tab queries in Access. The companies will be Accounts in

BCM, and the people will be Contacts. Pull out whatever fields you

can with those (name, address, phone, email, etc.) and, for the sake

of clarity, name them exactly what they are in BCM.

3) The tables will still be incomplete; they'll be missing notes and

any unusually named fields (like Fax 3, for example; really any custom

fields that don't easily map to the fields in BCM). To rectify this,

I created another table that held the notes and additional phone

numbers, along with the contact GUIDs for each.

4) I wrote a script that combined the notes and each additional phone

number or email into a single record, then added those to the existing

tables.

5) Now that both the Contact and Account tables are all set up, it's

time to import them. This should be fairly simple if you named the

fields correctly. Do a test run with a limited set of data, and if it

looks good, import the whole thing.

Hopefully this is enough to get you started; if not, I may be able to

access my files in a few weeks and I can give you more specific

answers, such as which database tables hold which information and what

queries I ran.

Gamer_2k4
 
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