04-21-2008 11:53 AM
Hope that this helps,
04-21-2008 01:07 PM
If it's just new contacts you want to import, export from Excel into CSV and use this ACT! Knowledge Base article - http://tinyurl.com/3kvjz5
If you want to merge into current records or import into sales opportunities, notes, histories, secondary contacts, etc, then use itImport
04-21-2008 02:56 PM
Is there a way of doing an auto import with a hotkey without any additional screens popping up? In other words, hotkey, bam! the info is imported after the information is mapped?
04-23-2008 10:06 AM
In addition to the other excellent suggestions, you might like to have a look at Inaport for ACT.
Inaport can import into any table or combination of tables, with matching on any field or combination of fields, and powerful data transformation capabilities. it can pull data from Excel, Acccess, text files, or any other ODBC compatible data source (including most accounting systems).
Any questions, please ask.
04-23-2008 09:07 PM
The way I do it is like this. Set up your excel spreadsheet the way you want it. Name, Title, Company, Address1, etc. across the top of the spreadsheet. Once you have all your columns set up that you want in ACT save your spreadsheet as a text tab delimited document in your Excel Folder. Open ACT and select new database, name it and when ready go to Import in ACT and select your excel information you saved as text delimited. Select import and you will get a map which should be almost right if you created all the columns in excel. If you have some blank click on the blank and select what you need; such as, "Email", "Title" etc.
This should be plenty to get you where you want to be. After the first import, it is very easy the next time. If you mess up just delete the database you created and try again because you have your data in excel. I would suggest that you also export your databases to Excel and save them in a folder called ACT databases. This is a great backup that you have available if for some reason ACT crashes along with your databases! If that happens you can import your database back into ACT when you need to. Hope this helps.