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Import More Locations?
  • coreymj78coreymj78 January 12
    Ok please someone give me an answer on this if you could. The records I'm importing all have multiple emails (sometimes up to 5) and multiple phone numbers (up to 4), and multiple names (2 maximum). I'll import the secondary names into a unique supertag called "second contact" but how can I import the extra phone numbers and emails into their own unique locations? Like if I wanted the locations for the phones and emails to be office 1, office 2, office 3, office 4, and office 5 (to accomodate all the extra phones/emails) how would I import that correctly?

    It wouldn't make sense to use the existing home, business, and other because these aren't for any of those locations and besides, there aren't enough of those to support 5 locations anyway.

    In other words, why when you add custom locations in batchbook do those locations not appear as new columns in the import template to paste record info into?

    Any tips?
  • coreymj78coreymj78 January 12
    lol how come non of my posts get answered? Is that because I'm still on the 30 day trial?
  • KurtMilamKurtMilam January 13
    Hi Corey,

    The standard BatchBook import tool is useful but limited. The only way to import more complex data, right now, is to do it via the API (which will require some programming effort).

    If you import via the API, you can pretty much import anything you'd like, except for Events.

    My company has built an API-based import tool for BatchBook (1, 2). Currently, the tool is capable of importing archives from PlaybookIQ and Bantam Live (now owned by Constant Contact).

    We'd like to add some other popular formats to that list - feel free to drop me a line or continue the discussion here if you'd like.

    Best Regards,
    Kurt Milam
  • coreymj78coreymj78 January 13
    Well, I a lot of my records (either companies or individuals) have either more than 3 emails or more than 1 contact person and I just think it's kinda nuts to limit the import to only 3 emails (home, work, other) and other such information, especially since there is a space to input 4 emails in the import template (email, business_email, home_email, other_email) but even if you put 4 separate emails into all 4 of those columns in the csv, it refuses to import more than 3. It puts the emails entered in the first "email" column in the company email field, and then also imports the home_email and other_email columns, but not the business_email column. Nuts. Also, some of my records even have a 5th email so im really out of luck there.

    I suppose the only thing for me to do is create a supertag and call it "extra contact info" or something. kinda jimmy rigged, but oh well. lol
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