- How To Import Accounts
- Posted by TexasDavid on September 16th, 2005
We are migrating from another CRM system and I am not sure how to
import accounts. We have about 2000 Accounts and nearly double that in
contacts. Setting up 2000 accounts manually is a bit time consuming.
- Posted by Matt Parks on September 16th, 2005
You can load dta using the Data Mogration framework (DMF), 3rd party tools
like Scribe or by coding your owd SDK calls.
--
Matt Parks
MVP - Microsoft CRM
"TexasDavid" <djohnsonmail@gmail.com> wrote in message
news:1126821898.503968.48050@f14g2000cwb.googlegro ups.com...
We are migrating from another CRM system and I am not sure how to
import accounts. We have about 2000 Accounts and nearly double that in
contacts. Setting up 2000 accounts manually is a bit time consuming.
- Posted by magic on September 16th, 2005
you can import them as leads.
try "tools -> import -> leads".
specify the fields you want to transfer and convert the leads to accounts.
hope this can help you.
"Matt Parks" wrote: