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Help! Importing Excel Spreadsheet to Act?

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Help! Importing Excel Spreadsheet to Act?

[ Edited ]
Does anyone know of a way to import an excel file to ACT?  It would be great if there was a way ....!!  Thanks for looking. Smiley Happy  (I am currently using Act 10.0 Premium for Web - 2008 - ST Edition)
Message Edited by PCA_AEW on 11-12-2008 08:34 AM
Message Edited by PCA_AEW on 11-12-2008 08:34 AM

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Accepted by topic author PCA_AEW
‎09-25-2015 03:20 AM
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Country: USA

Re: Help! Importing Excel Spreadsheet to Act?


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Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Help! Importing Excel Spreadsheet to Act?

Save the Excel file in csv or tab (preferred) format and then import into the ACT! database.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: United States

Re: Help! Importing Excel Spreadsheet to Act?

Please informm me on how to import to the Act Database.  I was only able to save as a

*.csv file.  

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Help! Importing Excel Spreadsheet to Act?

In Excel the extension for tab delimited is txt. In ACT! File | Import
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Solution
Accepted by topic author PCA_AEW
‎09-25-2015 03:20 AM
Moderator
Posts: 4,395
Country: USA

Re: Help! Importing Excel Spreadsheet to Act?

Here is a KB article that will walk you through the process.

 

How to Import Contact Data From a Text Delimited File (*.TXT or *.CSV) into an ACT! Database

New Member
Posts: 3
Country: United States

Re: Help! Importing Excel Spreadsheet to Act?

Hi Roy,

I followed your instructions to a T to import an excel spreadsheet and after it went to the box:  Import Data .... then it said "Preparing to Import" and was at that point for about 30 seconds and then the box disappeared and nothing was imported.

 

I am using a Text (tab delimited) file.  Excel Professional version 2003.  Act is 2009, version 11.  Software in on the server.

 

What can I possibly be doing wrong???  Help! 

 

I have imported from excel spreadsheets in the past and never had a problem, but can't seem to do this on this newer version.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Help! Importing Excel Spreadsheet to Act?

In cases like that, the duplicate checking settings are most likely the cause. You might try it with dup checking off.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: United States

Re: Help! Importing Excel Spreadsheet to Act?

Hi Roy,

 

I disabled the dup checking through the Preferences option, but it still won't import.  Any other ideas??  I am at a loss!!  Thank you! 

 

 

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Help! Importing Excel Spreadsheet to Act?

I'm not sure what your problem might be without actually examining the import file and your ACT! setup.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: United States

Re: Help! Importing Excel Spreadsheet to Act?

I am able to import the files i need-but it's importing the city state zip and phone in the wrong areas.  I am mapping the fields with each other, and I can't figure out how this is happening. Advice anyone?