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Implementing SugarCRM by Michael J.R. Whitehead

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Import Accounts

If your account data is coming in from another CRM system, then typically that system understands the distinction between a contact and an account—that one account can have multiple contacts—and has separate data for each. However, if your data is being imported from a simpler contact manager—such as Microsoft Outlook, then the only data available is contact data, and you will have to be a bit creative to avoid a lot of manual data entry as described above.

If you are importing account data from a full CRM, proceed now to step 6. If you only have exported contact data, and need to massage, or manually clean it to act as account data to be imported, perform steps 1-4 shown below:

  1. Copy your exported Contacts.CSV file, and call the ...

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