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Discuss Data Import and Export

Unable to import accounts

11. 10/4/2006 1:10 AM EDT

I actually had no problem with importing but found the behaviour not optimal. I like the idea of mapping the CSV file onto the various fields in Centric but found it oriented strongly towards contact creation and not account creation.
My original data had:
Contacts with phone, mobile, email ... details. and an Account-ID.
Accounts with Company-name, address and main-phone details.

Of course the import meant I had to align a contact with the company address but I couldn't insert the old company address into the Account address, only the Contact address.

Having tried to export the data into Salesforce.com I found that they had a two stage import process. Stage 1 was align data with account details, and stage 2 was align contacts with accounts (probably based upon account company name as the key). In regards to Centric it may mean that I have to export with two columns, Account address and Contact address but I can create these two columns trivially.

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