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Automatic assignment of Contacts to companies when importing

New Member
Posts: 1
Country: United_Kingdom

Automatic assignment of Contacts to companies when importing

Act! Premium Version 17

Windows 7 Professional

Local database (not server)

 

Hi

I have two Excel spread sheets extracted from a MS Access database. One is Companies and one is Contacts. There is a common field in both called ‘Company’ - the text in these fields matches exactly, for example "Koala Ltd" in Companies = "Koala Ltd" in Contacts.

When I import these files into act!, I get the data from both but there is no automatic assignment of the Contact to the Company. I seems that I have to manually go all contact records and assign the company - but there are thousands of records. The act! user information and Help files implies that this is done automatically. Can I make this happen?

Copper Super Contributor
Posts: 116
Country: USA

Re: Automatic assignment of Contacts to companies when importing

Robinski,

 

Thank you for submitting your post. The issue you are having may be resolved by checking out our Knowledgebase at http://kb.act.com.

 

Below is a link to a Knowledgebase Article that will walk you through how you can create new companies automatically when importing from Excel:

 

  1. 19369 Understanding the Company Linking Preferences - http://kb.swiftpage.com/app/answers/detail/a_id/19369 (This option is now under Admin, Select Company Preferences > then change the number to the threshold you would like. This will automatically create the companies for current contacts and future imports.)
Hope this helps,

Scott Baker
Visit the knowledgebase at http://kb.act.com