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Thread: Creating Accounts from Contacts??

  1. #1
    cebook is offline Junior Member
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    Default Creating Accounts from Contacts??

    I have about 525 contacts that I just imported over from Outlook and was wondering if there is an easy way to convert some of them to Accounts. If not, am I going to have to create each account from scratch?

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: Creating Accounts from Contacts??

    save your file as a type .csv

    goto Contacts>Import

    when you import the contacts, map the account name field in your outlook list to the account name in the contacts import.

    This will create both the account and the contact with the contact linked to the account.

  3. #3
    cebook is offline Junior Member
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    Default Re: Creating Accounts from Contacts??

    So I need to re-import everything with this field matched? No problem. Once I have done that, do I just do a "find duplicate" and delete them or should I delete the old ones first?

    And thanks for the help. I am LOVING Sugar so far. We were using Act! and it was the bane of my existence.

  4. #4
    cebook is offline Junior Member
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    Default Re: Creating Accounts from Contacts??

    OK---In the matching fields I have "Account Name" matched up to "Company". Is this right?

  5. #5
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: Creating Accounts from Contacts??

    Yup .... it sometimes takes a couple of efforts to get it right ... you should save your first effort asa a custom mapping so that you can re-use it and tweak it accordingly

  6. #6
    salesagility's Avatar
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    Default Re: Creating Accounts from Contacts??

    Quote Originally Posted by cebook View Post
    So I need to re-import everything with this field matched? No problem. Once I have done that, do I just do a "find duplicate" and delete them or should I delete the old ones first?

    And thanks for the help. I am LOVING Sugar so far. We were using Act! and it was the bane of my existence.
    SugarCRM gets better the more you understand it. Bon Voyage!!

  7. #7
    roxtec's Avatar
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    Default Re: Creating Accounts from Contacts??

    Good luck and good description of doing it.
    --
    Best regards

    Matthias Brück
    IT Manager, CRM Specialist IT Dep.
    Roxtec Int. AB
    +49 1724392462
    matthias.brueck@de.roxtec.com

    http://www.roxtec.com

    WE SEAL YOUR WORLD

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