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Can you convert a company into a group?

New Member
Posts: 16
Country: USA

Can you convert a company into a group?

Hi.

 

I am using ACT! 2006 Premium and have created an extensive amount of companies which now need to be moved to groups. I know that you can easily convert a group into a company, but can you do it the other way around?

 

If not, is there a way to export the companies and then import them as groups?

 

Thanks for all your help, this will save weeks of data re-entry!

Moderator
Posts: 4,395
Country: USA

Re: Can you convert a company into a group?

You will have to go the route of exporting the companies and importing as groups.

 

Export the companies to a CSV file, then edit the file to change header Company to Group and remove any unwanted data.  Then you can import and select Group Records during the import wizard.

 

New Member
Posts: 16
Country: USA

Re: Can you convert a company into a group?

I tried to do this, but it imported all the records as "Imported Group 4g43423de32e3r46hh6345" etc. What is going on with the importing. Why isn't it working? Everything maps correctly in the wizard.