What data is added from a Small Business Accounting customer record to a Business Contact Manager Account record

When you add a Small Business Accounting customer record to Business Contact Manager for Outlook as an Account record, the following information from the customer record is added to the Account record.

Note: 

  • Not every field in a record appears as an exact match to its counterpart in the other system. Some fields may be named differently, or their data may not import or export.

  • If you have previously added accounting data from Small Business Accounting to Business Contact Manager for Outlook, only new accounting data is added to Business Contact Manager for Outlook. Importing data a second time will not change existing records; it will only add new records. To maintain consistency, any changes made to a record that originated in either system should be made in both systems.

Small Business Accounting Customer Record Data that is Added to a Business Contact Manager for Outlook Account Record

Small Business Accounting customer record

Business Contact Manager for Outlook Account record

Customer name

Account name

Business Street

Business Street (imports combined data from Business Street and Business Street 2 fields)

Business Street 2

(not applicable)

Business City

Business City

Business State/Province

Business State/Province

ZIP/Postal code

Business ZIP/Postal code

Country/Region

Business Country/Region

Other Street

Other Street (imports combined data from Other Street and Other Street 2 fields)

Other Street 2

(not applicable)

Other City

Other City

Other State/Province

Other State/Province

Other ZIP/Postal code

Other ZIP/Postal code

Other Country/Region

Other Country/Region

Home Street (not exported)

Home Street (not imported)

Home Street 2 (not exported)

Home Street 2 (not imported)

Home City (not exported)

Home City (not imported)

Home State/Province (not exported)

Home State/Province (not imported)

Home ZIP/Postal code (not exported)

Home ZIP/Postal code (not imported)

Home Country/Region (not exported)

Home Country/Region (not imported)

Business phone

Business phone

Home phone (not exported)

Home phone (not imported)

Other phone

Other phone

Mobile phone

Mobile phone (not imported)

Assistant phone

Assistant phone (not imported)

Business Fax

Business Fax

Home Fax (not exported)

Home Fax (not imported)

Other Fax

Other Fax

Mailing Address

This is the Mailing Address (check mark)

Primary Contact (shown by radio button)

Primary Contact (shown by field value)

Primary Contact Name

Primary Contact Name

Contact Title

Contact Title

Contact Business Phone

Contact Business Phone

Contact Email

Contact Email

Email1

E-mail

Email2

E-mail 2

Email3

E-mail 3

Web page address

Web page address

Customer Since

(not applicable)

Salesperson

(not applicable)

Balance

(not applicable)

Status

State

Credit limit

(not applicable)

Price level

(not applicable)

Credit rating

(not applicable)

Preferred shipping method

(not applicable)

Payment terms

(not applicable)

Customer group

(not applicable)

Tax group

(not applicable)

Custom fields

(not applicable)

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