Creating Accounts from Contacts??

[cebook]

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?

[salesagility]

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.

[cebook]

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.

[cebook]

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

[salesagility]

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

[salesagility]

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!!

[roxtec]

Good luck and good description of doing it.