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New Member
llinton
Posts: 1
Country: USA
Message 1 of 8 (16,279 Views)

How do i import data from an EXCEL spreadsheet into ACT??

 
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New Member
Posts: 14
Country: USA
Message 2 of 8 (16,273 Views)

Re: How do i import data from an EXCEL spreadsheet into ACT??

Try www.exponenciel.com They have a plug in with free 21 day trial period. I have been using it and its easy to set up and use. You can set up this plug in to talk both ways or just one way, either Excel > Act or Act > Excel. There is another one from www.crmaddons.com that I haven't played with very much, but depending on what you want to do, either of the ones on these websites should work fine.

 

Hope that this helps,


 


 

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Platinum Elite Contributor
GLComputing
Posts: 13,899
Country: Australia
Message 3 of 8 (16,263 Views)

Re: How do i import data from an EXCEL spreadsheet into ACT??

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

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Nickel Contributor
patgenn123
Posts: 493
Country: USA
Message 4 of 8 (16,257 Views)

Re: How do i import data from an EXCEL spreadsheet into ACT??

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?

 

-P

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Copper Contributor
david
Posts: 43
Country: USA
Message 5 of 8 (16,213 Views)

Re: How do i import data from an EXCEL spreadsheet into ACT??

Hi

 

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.

 

Regards

 

David Evans

InaPlex - CRM Integration

 

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New Member
MorrisW
Posts: 4
Country: USA
Message 6 of 8 (16,188 Views)

Re: How do i import data from an EXCEL spreadsheet into ACT??

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.

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07
New Member
07
Posts: 1
Country: India
Message 7 of 8 (1,068 Views)

Re: How do i import data from an EXCEL spreadsheet into ACT??

Hi,

 

Please help me out someone very soon.I am the new user, not able to importing the data from excel sheet, after a particular installtion. I dnn knw what the problem,Even i also delete the data which i have uploaded previously. But, i am nt able to make it.

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Copper Contributor
david
Posts: 43
Country: USA
Message 8 of 8 (1,054 Views)

Re: How do i import data from an EXCEL spreadsheet into ACT??

Hi

 

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.

 

Regards

 

David Evans

InaPlex - CRM Integration

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