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Custom Birthdate Field -- Also Using Excel to Import Dates to ACT!

New Member
Posts: 5
Country: Canada

Custom Birthdate Field -- Also Using Excel to Import Dates to ACT!

I'm a new user, trying to import data from Excel.  I'm using Act! Premium Version 17.2.217.0.

 

I have tried to use the existing birthday field and create my own.  All other data is imported except for the birthday.  I have gone to the layout to ensure it is there but still no birthday data is imported.  I really do not want to have to do this manually.

 

When I preview the data the birthday is there, so where does it go?!  This is incredibly frustrating!

 

Thanks for the help!

Pam

New Member
Posts: 5
Country: Canada

Re: Custom Birthdate Field -- Also Using Excel to Import Dates to ACT!

Finally cracked it!  Date format must be numbers, you cannot format to the month name in excel prior to importing.

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Moderator
Posts: 451
Country: United_Kingdom

Re: Custom Birthdate Field -- Also Using Excel to Import Dates to ACT!

Hi Pam,

 

Thank you for providing the resolution to your issue and I am glad you got it sorted!

 

In case it is needed I have included a KB article which maybe helpful: 26828 How to Import Contact Data from an Excel®, Comma Delimited (CSV), or Text Delimited (TXT) File...