12-12-2008 11:25 AM
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!
12-15-2008 06:33 AM
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.
12-15-2008 11:36 AM