The Business Data Import and Export wizard in Business Contact Manager: File to import

When you have selected the type of file to import into Business Contact Manager for Outlook, you may have to specify what data to import, depending on the file type.

Action

Description

Applies to

File to import

Type the name of the file, or click Browse to locate the file you want to import.

Business Contact Manager data (.bcm)

Business Contact Manager Customizations (.bcmx)

E-Mail Marketing Service Contacts (.bcm)

Comma-separated values (.csv)

Access database (.mdb, .accdb)

Excel* workbook (.xls, .xlsx)

Outlook Contacts folder

Microsoft Sales Leads (.bcm)

Import duplicates

Select this option to include the duplicate records in your database.

Business Contact Manager data (.bcm)

E-Mail Marketing Service Contacts (.bcm)

Comma-separated values (.csv)

Access database (.mdb, .accdb)

Excel* workbook (.xls, .xlsx)

Outlook Contacts folder

Microsoft Sales Leads (.bcm)

Don't import duplicates

Select this option to import only one record rather than all the duplicates.

Business Contact Manager data (.bcm)

E-Mail Marketing Service Contacts (.bcm)

Comma-separated values (.csv)

Access database (.mdb, .accdb)

Excel* workbook (.xls, .xlsx)

Outlook Contacts folder

Microsoft Sales Leads (.bcm)

Update duplicates

Select this option to update the existing records with data in the duplicate records. (See Rules that are applied when duplicates are updated)

Business Contact Manager data (.bcm)

Include Communication History

Select this check box to include the communication history of the records that you import.

Business Contact Manager data (.bcm)

Include Customizations

Select this check box to include data in the user-defined fields that were created by the database owner to customize forms and records.

Note: Only the database owner can import both the user-defined fields and the data that they contain. Users other than the database owner can import only the data in the fields, not the customized fields themselves.

Business Contact Manager data (.bcm)

Convert Data

Open the Business Contact Manager Data Conversion Tool, and use it to convert the data.

Note: The English language version of Business Contact Manager for Outlook can only convert ACT! data created by using a United States version of ACT!.

ACT! .dbf, .pad).

Note: ACT! versions include ACT! 2007/9, ACT! 2006/8, ACT! 2005/7, ACT! 2003/6, ACT! 2000/5, ACT! 4. Download and install Service Pack 1 for Office 2007 which includes support for importing business data from ACT! 2007/9 and improved support for ACT! 2006/8. The stand-alone edition of Microsoft Office Outlook 2007 with Business Contact Manager includes this support.

QuickBooks (.iif)

*The stand-alone edition of Microsoft Office Outlook 2007 with Business Contact Manager can be used with Excel 2007 or Excel 2003.

Rules that are applied when duplicates are updated

When you select Update Duplicates as you import Business Contact Manager for Outlook data in a .bcm file format, you replace the existing Business Contact Manager for Outlook data with data from the import file, under the following conditions:

The Modified time property for the record in the import file is more recent than the one for the record in your existing data.

- and -

The record in the file being imported matches the record in your existing data.

A match occurs when:

The unique ID in both records is identical.

- or -

The record name is identical. Account and Opportunity names are based on Name and Subject, while Business Contact names are based on First and Last Name, or Full Name.

Note: This page is part of the Business Data Import and Export wizard in Business Contact Manager for Outlook. To access this wizard, on the File menu, point to Import and Export, and then click Business Contact Manager for Outlook.

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