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Multi-Line Address Imports/Exports
Last Post 02 Sep 2008 12:55 PM by admin. 1 Replies.
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956KingUser is Offline
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29 Aug 2008 10:07 AM  
Hi Lon, I have your BCM for Dummies book, but I am still stumped.  BCM help is hard to come by, so I am glad to have looked up your site. 

I am really excited about using BCM -- I am drowning in contacts.  However, I cannot figure out how to import my contacts which require multi-line street addresses from Excel to BCM's street address field and avoid creating custom fields for those subsequent street lines.  I intend to share this contact database with my coworkers, so even if I could establish a work-around for my needs, they wouldn't be able to follow.

In Excel, I have them lined out by columns (Address 1, Address 2, Address 3) and although I found a formula tip online how to merge them into one column, that solution only works for half of my problem.  You see, I frequently need to export these contacts to a US Mail software application my company uses, and exporting doesn't keep the once-merged addresses in the appropriate format.  It shifts all the fields and gets very messy for a frequent export operation.

I am currently maintaining both systems (Excel and this US Mail application, plus ANOTHER one for email), which I thought BCM could help me overcome.  This multi-line merge issue is really causing me fits and dashing my hopes at contact salvation.  Do you have any suggestions?
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02 Sep 2008 12:55 PM  

What you've identified is definitely an issue with BCM imports. We used the concatenation feature in Excel to combine address lines for the import, as you did. It does the import just fine, but like you discovered, when you need to export them, you find the fields have shifted on those contacts and the result isn't good. If you can make use of the PO Box field during the import, that may give you a better result. You can also experiment with using the Business Address field and the Business Street field to see if that will give you a result you can live with. If you find this is a show-stopper for you with BCM, please take a look at our website - Microsoft Dynamics CRM might be a better answer for you. Please let us know if we can help.

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