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Contact List from Excel to ACT

New Member
Posts: 1
Country: USA

Contact List from Excel to ACT

I just imported 500 Contacts from Excel into ACT.  The only problem is, I was supposed to enter them into a Group!!!  How can I separate them from the other 2000 Contacts I have in ACT and then put them into a Group???

 

Copper Contributor
Posts: 104
Country: United States

Re: Contact List from Excel to ACT

If you can't easily filter or look up you recently merged contacts, I'd look into restoring a backup from before the merge, then edit my Excel file and merge again. 

New Member
Posts: 12
Country: United_Kingdom

Re: Contact List from Excel to ACT

First go back to your excel file and add a field. Give every contact in the field the same group name.

 

All the imported contacts in Act! will have been assigned a 'create date'. Use the Lookup> Advanced>Advanced query to search all contacts created on the day you imported them.

 

You can then delete them, then re-import the excel file, being sure to map the group field.

Employee
Posts: 26
Country: United_Kingdom

Re: Contact List from Excel to ACT

If you are using Act 2012 you should be able to do this via an advanced query.

 

Lookup > Advanced > Advanced query

 

You'll need two lines in here

 

Contact > Is imported > Equal to > true

Contact > Create Date > Equal to > "Date you imported the records"