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Upload new spread sheet of contacts

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New Member
Posts: 7
Country: USA
Accepted Solution

Upload new spread sheet of contacts

Is there a template to use to upload several new contacts from a spreadsheet?

Accepted Solutions
Solution
Accepted by topic author Folsom
‎09-25-2015 03:20 AM
Nickel Elite Contributor
Posts: 508
Country: USA

Re: Upload new spread sheet of contacts

A few things:

 

1. You cannot do it directly from a spreadsheet. Save as tab/comma delimited, then use(File->Import) that file.

2. When you import, you are allowed to define a "map" that matches incoming columns to ACT! fields.  Save the map, and you can reuse it for new files.

 

Hope that helps...

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com

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Solution
Accepted by topic author Folsom
‎09-25-2015 03:20 AM
Nickel Elite Contributor
Posts: 508
Country: USA

Re: Upload new spread sheet of contacts

A few things:

 

1. You cannot do it directly from a spreadsheet. Save as tab/comma delimited, then use(File->Import) that file.

2. When you import, you are allowed to define a "map" that matches incoming columns to ACT! fields.  Save the map, and you can reuse it for new files.

 

Hope that helps...

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com
New Member
Posts: 1
Country: USA

Re: Upload new spread sheet of contacts

Then what are the remaining steps to view the contacts uploaded and send out an e-newsletter via swiftpage! act?