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Thread: How to import accounts and contacts into a Target List

  1. #1
    southwestcrm is offline Sugar Community Member
    Join Date
    May 2007
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    171

    Default How to import accounts and contacts into a Target List

    Can anyone tell me how to get a list of Accounts (with their classifications) into a new Target List in Sugar OS 4.5.1d?

    I have puchased a list with:
    Company name
    SIC Code
    Employee size
    Industry
    Contact Name
    Job title
    Address...
    Phone
    email
    etc.

    When I go to the Target List section and choose IMPORT it only allows me to map Contact fields and Account Name.
    How do I import the Account data?

    Cheers

  2. #2
    pblag's Avatar
    pblag is offline Sugar Community Member
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    Jul 2006
    Location
    Ukraine (Chernivtsy)
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    Smile Re: How to import accounts and contacts into a Target List

    Hi!

    Doing this you just link a target list with accounts and contacts.
    Also you can add to "Email template" All fields from accounts and contacts and this will be working,

    So you can send the emails with data from accounts and contacts.
    Petro Blagodir
    petro@blagodir.ua
    http://www.blagodir.com
    Blagodir Ltd.( SugarCRM - Consultations, Development and Support)

  3. #3
    southwestcrm is offline Sugar Community Member
    Join Date
    May 2007
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    171

    Default Re: How to import accounts and contacts into a Target List

    Quote Originally Posted by pblag
    Hi!

    Doing this you just link a target list with accounts and contacts.
    Also you can add to "Email template" All fields from accounts and contacts and this will be working,

    So you can send the emails with data from accounts and contacts.
    Thanks pblag

    But I thought it was possible with Sugar to not import Target names into your main list of accounts and contacts (ie keep this target list in a seperate area and when one or more of the targets become 'prospects' you can move them into the main database.

    Therefore I am trying to Import accounts and their contacts into a 'temporary' database (target list???) using the import utility within the Target list. Am I confusing how Sugar works? I appreciate I can Import them into my main Accounts and contacts list but I would prefer to keep this list sperate and my main database 'clean'.

    Sorry

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