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How do I transfer / move contacts from one database to another?

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New Member
Posts: 2
Country: United States
Accepted Solution

How do I transfer / move contacts from one database to another?

I am very familiar with ACT 2.0, which I have been using since it came out in the mid-1990s. 

 

I recently installed ACT 10, with a 5-user license, on my office server and my employees' computers.   I have 3,500 contacts in my main database.

 

How do I "transfer" or "copy" or "move" ten, twenty, or fifty contacts from one database to another? Tools - Copy/Move Contact Data does not appear to be the  correct command, and only handles 2 contacts at a time.

 

In Act 2.0, it was called "transferring." You selected the contacts by a query or lookup, transferred/copied them to another database, and then the program asked if you would like to delete the contacts just transferred: yes or no. 

 

It should be a simple procedure, but I can't find the correct terms in the help section.

 

Thanks


Accepted Solutions
Solution
Accepted by topic author NARMontana
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: How do I transfer / move contacts from one database to another?

Transferring records was actually just an export of a lookup and wasn't carried over into ACT! 3 and later. The same functtion can be done by simply creating a lookup and then exporting the lookup to the other database. You will have to confirm the field mapping. Because the ACT! 2 database couldn't be modified, all ACT! 2 databases were the same.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

View solution in original post


All Replies
Solution
Accepted by topic author NARMontana
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: How do I transfer / move contacts from one database to another?

Transferring records was actually just an export of a lookup and wasn't carried over into ACT! 3 and later. The same functtion can be done by simply creating a lookup and then exporting the lookup to the other database. You will have to confirm the field mapping. Because the ACT! 2 database couldn't be modified, all ACT! 2 databases were the same.
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: How do I transfer / move contacts from one database to another?

Roy

 

Thanks for the explanation! It's very helpful!

 

 

DL
New Member
Posts: 2
Country: USA

Re: How do I transfer / move contacts from one database to another?

Your solution did not work for me any suggestions?