assigning a category during import

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M

Mastercraft

When importing contacts into Business Contact Manager is there a way to
assign a category to the group of names without having to do it one by one?
 
L

Leonid S. Knyshov // SBS Expert

Not sure, but it would be an easy SQL script to write.
Update category blah where timestamp < 5 minutes ago is the pseudocode
Leonid S. Knyshov
Crashproof Solutions
510-282-1008
Twitter: @wiseleo
http://crashproofsolutions.com
Microsoft Small Business Specialist
Please vote "helpful" if I helped you :)

"Mastercraft" wrote:

> When importing contacts into Business Contact Manager is there a way to
> assign a category to the group of names without having to do it one by one?

 
A

AdminAnn

I import data using excel files. I'll have columns for name, address, email,
etc. I add on a last column called "Category". For each contact I want to
import, I put in this column a category name matching one of my categories in
BCM. Generally when I import, all my data is going to one category, so it's
just a couple clicks copy and paste the category name for all the names I'm
importing.

When my excel file is set, then I use the import wizard in BCM to import. On
the mapping page of the import wizard I make sure to map the excel "category"
column to the BCM category. When the import is finished, all my new contacts
have been automatically assigned to the category I specified.

"Mastercraft" wrote:

> When importing contacts into Business Contact Manager is there a way to
> assign a category to the group of names without having to do it one by one?

 
Status
Not open for further replies.
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