All of this would be vice verse if I am told I should import the Business Contacts first, as then I'd like to fill out the "Parent Account Name" field to create the appropriate link to a Account I would later be importing into BCM.ħ. Which should I import 1st? Account records or Business Contacts? and why?ĥ. Will BCM create a new Business Contact record or overwrite or append any previously existing Business Contact record with the same name when I import?Ĥ. By importing the field data, will BCM create the link between the two Record Types?ģ. This field is not in the Business Contact Manager Business Record type but is in the Business Contact Manager Account type of record due to it's status asĪ linkable field between the two types of records?Ģ. Should I use and import a "Primary Contact" field, which is a unique field in BCM Account. My main question regards which record type to import first, and how to use the import to handle the linking of business contacts to account records.ġ. I'll be doing separate imports for Business Contact types of records, ie Business Contact vs Account records. I'll be importing into Outlook Businesss Contact Manager from either Excel or cvs file soon.
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