Goldmine newbie - import customer data 1

[vandaliarental]

We currently have an ODBC database with all our customer information (acct#, name, address, etc) that I would like to import (& regularly update) into Goldmine.

I didn't know if there was a way to link a contact to a customer account number, therefore pulling in the rest of the data. The sales crew has multiple contacts for each customer & I didn't know the best way to do this.

Any help will be appreciated!

Thanks,
Connie

 

[TheIntWizard]

There is a program called 'Inaport' that does this relatively easily

As well, GOldMine has its own import tool, although it is relatively limited

The Wizard

http://www.integrationwizard.com

Home of Link Magic and Web Magik

 

[vandaliarental]

Wizard:

From looking at these, it appears that this would be just for the initial import. I was looking for a way to regularly update the customer information & have the individual attached to the customer ID (in case we changed a customer name, address, added new customers, etc. on the main system).

Basically, if we currently have Main Street Construction as customer #100, I'd like to let the sales people set up individuals (John Smith, Jane Doe) as contacts for customer #100 in Goldmine. If anything changed on our main system, say an address, I could sync Goldmine & update the address for John & Jane.

I realize that this may be asking too much, but it's worth asking!

Thanks,
Connie

 

[TheIntWizard]

You can use Excelerator from my site

It is very inexpensive, and is in the process of being updated to .Net environment

The Wizard

http://www.integrationwizard.com

Home of Link Magic and Web Magik

 

[vandaliarental]

Thanks for the info!!