What is the best way to import data from Janna?   

The company I work for is planning to switch over to BCM after using
Janna Contact for about fifteen years.  Janna has been unsupported and
unupdated for nearly a decade, so this is kind of an important data
migration.  Also, we have over 60000 records, so re-entering the data
is almost completely out of the question.

Does anyone have experience with this sort of thing? Is there a simple
way to transfer all of the information, or is it a multiple step
process? I've started work with queries and VB scripts in MS Access
(Janna uses .mdb files for its databases) to consolidate everything
into two tables (accounts and contacts), but I've heard it's also
possible to import Janna data into Quicken, and then import that data
into BCM.  I'm sure there are other ways as well.

Finally, I'm curious as to how various things are imported.  How are
notes handled? Does BCM take into account contact/account
relationships, and if so, how? What steps are needed to do that?

Thanks in advance for any help.

date: Tue, 8 Jul 2008 07:18:14 -0700 (PDT)   author:   unknown

Re: What is the best way to import data from Janna?   

On Jul 8, 7:18 am, gamer...@gmail.com wrote:
> The company I work for is planning to switch over to BCM after using
> Janna Contact for about fifteen years.  Janna has been unsupported and
> unupdated for nearly a decade, so this is kind of an important data
> migration.  Also, we have over 60000 records, so re-entering the data
> is almost completely out of the question.
>
> Does anyone have experience with this sort of thing? Is there a simple
> way to transfer all of the information, or is it a multiple step
> process? I've started work with queries and VB scripts in MS Access
> (Janna uses .mdb files for its databases) to consolidate everything
> into two tables (accounts and contacts), but I've heard it's also
> possible to import Janna data into Quicken, and then import that data
> into BCM.  I'm sure there are other ways as well.
>
> Finally, I'm curious as to how various things are imported.  How are
> notes handled? Does BCM take into account contact/account
> relationships, and if so, how? What steps are needed to do that?
>
> Thanks in advance for any help.

BCM will import Accounts (companies) and Business Contacts (people)
from Access. You'll need to map out which fields in an Access table
map to which fields in a BCM contact. If that doesn't work, you can
export from access to CSV files, and then import those into BCM. You
may be able to map a Janna Note column to a BCM comments field. BCM
has some relationships (Business contacts work for Accounts), but you
cannot import those from Access.

date: Wed, 9 Jul 2008 07:57:26 -0700 (PDT)   author:   Luther