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Forums > pinpointtools Products Support > TransAct and Calyx Link Products
Calyx Mass Export
Last Post 23 Jul 2009 11:12 AM by Lon. 1 Replies.
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klanhamUser is Offline
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22 Jul 2009 06:21 PM  
I understand we can't do a mass Calyx to BCM import, but isn't there a way to have a report run in Calyx and then do a import in BCM? I have tried doing this, but then I am limited in custom fields and the opportunities are not created.  Is there a solution for this?
LonUser is Offline
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23 Jul 2009 11:12 AM  
klanham:

You can do a mass export from Calyx into a CSV file which can then be imported into BCM.  One catch is that you can't import into Opportunities, just Contacts or Accounts.  If you have custom fields in Contacts or Accounts, you can map to those.

Hope that helps,
Lon
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Forums > pinpointtools Products Support > TransAct and Calyx Link Products
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