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Help! Importing Excel Spreadsheet to Act?

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New Member
Posts: 3
Country: United States

Re: Help! Importing Excel Spreadsheet to Act?

Roy, Do you think it could have something to so with our ACT being on our server? 
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New Member
Posts: 1
Country: United_Kingdom

Re: Help! Importing Excel Spreadsheet to Act?

Hi,

 

I have followed the instructions for doing from excel to Act.   However only 50 of the 289 records seems to be importing.  What do I do ?

 

Thanks


Rakesh

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New Member
Posts: 3
Country: USA

Re: Help! Importing Excel Spreadsheet to Act?

I want to import and Excel spreadsheet to Act! 11.0. I have saved it to a .csv file. When I get to the Contact Map screen, nothing appears in screen for the field lists  for either the .csv file or the Act! database file. There are buttons with arrows above the Act! database file but when I click them, I get an error screen that says, "Object reference not set to an instance of an object."

 

How do I get the fields to appear so that I can map them?

 

Thank you.

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New Member
Posts: 3
Country: USA

Re: Help! Importing Excel Spreadsheet to Act?

so one cannot import an excel file directly?

 

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Bronze Elite Contributor
Posts: 1,779
Country: United_Kingdom

Re: Help! Importing Excel Spreadsheet to Act?

[ Edited ]

You couldn't import from an Excel file in ACT! 11 (ACT! 2009) or even in ACT! 13 (ACT! 2011).

But you can in ACT! 2013 (v15).


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
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New Member
Posts: 3
Country: USA

Re: Help! Importing Excel Spreadsheet to Act?

No I can't.  that's the problem.

spent an hour on customer service,

 

his theory was I was importing contact with Companies but no contact name.  We added a fake contact name to the excel file.  still no download.

 

It says it downloads, it looks like it is downloading.

 

but after it's down the contacts are nowhere to be found in ACT!.

 

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New Member
Posts: 3
Country: USA

Re: Help! Importing Excel Spreadsheet to Act?

i found my problem,

 

well the guy at tech support did.

 

the box for Duplicate checkig was checked, in tools, preferences, admin, duplicate checking.

 

i have no idea why that was the problem.  doesn't make sense, but now i can import excel files.

 

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Bronze Elite Contributor
Posts: 1,779
Country: United_Kingdom

Re: Help! Importing Excel Spreadsheet to Act?

I always check and switch off that Dup Checking and do that after the import when the customer can decide what is duped and so on...

Glad you got it sorted.

David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org