3 Replies Latest reply on Jan 9, 2016 9:31 AM by dexterb

    Import of Additional Contacts

    TPorte Apprentice

      It looks like Goldmine's standard import only allows import of contact records.  What are the options to import additional contacts when you already have a record for the company in Goldmine?

       

      You may have Bob Jones as the primary contact on your pre-existing record but you don't have Suzie Smith as an additional contact.  Goldmine Premium 2014

        • 1. Re: Import of Additional Contacts
          CDohme Apprentice

          I think that the XML import gives you much more granularity.  I don't recall ever having to only import Additional Contacts in the past so I don't have first hand experience.

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          • 2. Re: Import of Additional Contacts
            JErste Specialist

            We prefer a third-party utility called Inaport.  It allows importing of additional contacts, history/calendar entries, details, etc.

            • 3. Re: Import of Additional Contacts
              dexterb Apprentice

              GoldMine Import tool is not an option.  A potential workaround would be to import the contacts as primary records and then use merge purge to make them a secondary contacts.

               

              If this is something that you need to do often then I suggest use tools that would make this process easier.

              1. DBX - see Execute Post Event Actions During An Import

              2. Inaport - as mentioned by Joseph in previous post

              3. CastellGen - if you prefer to develop your own import routine using SQL

              4. GoldBox - just not sure if it still supports your version of GoldMine since it hasn't been updated for a while.

               

              Or maybe just hire a part-time employee to enter those if its not that many.

               

              -dexter