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Company Import

New Member
Posts: 16
Country: United States

Company Import

I am trying to update information in ACT by importing a spreadsheet that is mapped to the labels in ACT on my Company screen.  It is not update my companies it is actually making duplicates.  How do I get it to update the companies that are already in ACT.

 

Also, now that I have duplicate companies in ACT- Can I merge the two together?

 

Thank you. 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Company Import

ACT!'s import will only merge into empty fields, otherwise it creates new records.

To update data in the import, you need to use an add-on like itImport:
http://www.glcomputing.com.au/main/57/1

Your best bet would be to lookup the records created on the day and delete them, then merge them as above
New Member
Posts: 16
Country: United States

Re: Company Import

So I will not be able to add information to my fields for my existing companies.   Will I have to manually enter the information?

 

Thank you.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Company Import

Adding info to a black field is possible, but a little unreliable unless you have really good data.

Updating data can be done with an add-on (as I mentioned above)