Import BCM database to ACt v10

[jalepenopepper]

Hi,

I am having a problem imprting the 'Activities' in BCM to the 'Notes' section in Act.

This includes all the very important e-mails.

Have managed to import all the fields I need either via csv route or through Outlook but still no luck with the e-mails.

Any help would be greatly appreciated.

Many thanks

 

[GLComputing]

How are you trying to do this?

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au

 

[jalepenopepper]

Two options tried:

1 As per the Act wizard and help information by importing Outlook contact details. I Imported my BCM contacts, fields and e-mails into Outlook 2003. Then imported to Act using the Wizard. All there except for the 'Activties' tab.


2 Exported the BCM database to a 'csv' file and then imprted to Act. All there exepct for the 'Hisotry Items' where the phone call, notes and e-mails are stored.

I am running BCM2003 & Act V10

Any help would be greatly appreciated.

Many thanks

 

[GLComputing]

Are the History items actually in the CSV file?

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au

 

[jalepenopepper]

They don't appear to be.

Is there any particular setting I need to use when exporting from BCM? From memory it wants to export to text file then this has to be converted to csv.

Thanks

 

[GLComputing]

I don't know BCM, but more products wouldn't export notes or histories via CSV as standard

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au

 

[jalepenopepper]

OK, Thanks

Any idea's on how to import the e-mails via the Outlook route?

 

[GLComputing]

The historical emails?

I do not think thta Outlook stores them as linked to the contacts.

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au

 

[jalepenopepper]

They do when you copy the contacts from BCM to Outlook, they all sit in the 'Activties' tab.

Thanks

 

[GLComputing]

Hmmm... then it would be a question of how they export from Outlook.

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au