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Linking Companies and Contacts

New Member
Posts: 7
Country: United Kingdom

Linking Companies and Contacts

Hi, we are trying to import c.5000 records onto our Act database (2009 version). 

 

I need these imported as contacts but also want all the company records created as well.  Is there a straightforward way to import and link them? The only way i can see at the moment is to do a contact import and a company import and then manually linking them, which with 5000 records is going to take a ridiculous amount of time?

 

Any advice is much appreciated!

 

Thanks

 

Silver Elite Contributor
Posts: 3,305
Country: United_Kingdom

Re: Linking Companies and Contacts

You would need an add-on utility to achieve this. One example is Import IT.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
New Member
Posts: 7
Country: United Kingdom

Re: Linking Companies and Contacts

Hi Jeff, thanks for your post.  Do you have a link where i can find out more about Import IT please?

 

Thanks

Silver Elite Contributor
Posts: 3,305
Country: United_Kingdom

Re: Linking Companies and Contacts

Sorry, I missed out the link.

 

It's here: http://www.crmaddon.com/en/products/add-ons.html

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk