09-04-2010 02:18 AM
I am new to Act! by Sage. Currently I am using Act 2010
I have an excel file which contents multiple columns for Company Name, Contact Name, Contact Phone number, etc... And I would like to import to Act.
Could you tell me a simple way to import all these data into act at once? I have read that there is a "mapping" funtion but I could not use it to match the Company name and Contact Name, nor Contact name and Contact Phone number?
Any helps would be great
09-04-2010 06:49 AM
Just to clarify, do you have one column in Excel for "Company", one column for "Contact" , one column for "Phone" etc.? If so, during the import, be sure to select the option that you are importing contacts (no groups or companies), do not use a predefined map, then you should be able to map the column to the Contact field, Company field, etc.
Also, is your spreadsheet in .csv format?
Here are a few knowledge base articles that might help
09-05-2010 07:23 AM
@mikematt: Yes, I have each column for Company, Contact Name, Contact Number, Address, etc...
My main usage of Act is for Sales job, i.e. tracking sales progress, watching sales stage and keep in touch with Company.
Since I know Act is primarily used to manage Contact, would it be efficient enough to manage Company (my main lead)? Or I have to use CRM software?
09-07-2010 02:06 PM
09-08-2010 09:25 AM