ACT!ion eNews> Fall 2010
Sage ACT! Technology Corner:
Importing just got a little easier in Sage ACT! 2011
Sage ACT! 2011 introduces many new improvements to help you import data more easily and quickly, so you can increase your productivity.
New file format support
Sage ACT! has always supported a few file types that allow you to get data into Sage ACT!, including txt (text) and csv (comma separated variable) file types. Sage ACT! 2011 introduces support for importing popular Excel® file formats as well as two new proprietary formats. Here is a rundown of the new formats that can be imported into Sage ACT!:
- XLS, XLSM, XLSX—These are all file types for supported Microsoft® Excel versions. If you currently use Excel to store contact or company data, this will allow you to easily get data into Sage ACT! using our import feature. Note: These files are most commonly imported from our main menu under “File->Import…”.
- AEX—This is a new Sage ACT! import file which is used by Sage Business Info Services for Sage ACT!1. What’s special about this file type is that Sage ACT! can be launched with a file of Type AEX. This format also skips many of the normal import steps as it denotes to Sage ACT! (by use of the unique AEX extension) that it’s a contact import that accepts default options without the need for user intervention. This file type enables the simple one-click import of contact data. A discussion of how this can be leveraged appears later in this article.
- AEC—This is also a new Sage ACT! import file used by Sage Business Info Services for ACT!. Everything described for the AEX format also applies to the AEC files with one exception: It’s used for importing companies, not contacts.
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Important Note: Import functions for Sage Business Info Services for ACT! must be performed on the web server when using Sage ACT! Premium (access via web).
1Requires additional subscription.