11-08-2012 12:44 PM
I'm using ACT Premium 2011 and i'm trying to update some fields of all my contacts (about 3500); I have a csv file with all my contacts/data and I'm using the import wizard to match the fields (including the "Contact" field).. when the merge options appear, I select in "Contact Records > Replace with source Contact" but when the process has done, it creates a new contacts with a empty Contact field and all the imported data.
I suppose when ACT detect the same contacts in the database, just replace de info in the selected fields
I'll try the "Contact Records > Merge" option too, with the same results..
11-08-2012 01:12 PM
11-09-2012 10:25 AM - edited 11-09-2012 10:26 AM
It sounds like the issue may be your duplicate checking settings. The merge/update will only occur for contacts that are matched as duplicates. Go to Tools > Preferences > Admin tab, click Duplicate Checking, and make sure you have chosen at least 1 contact field to check duplicates on. Also, to clarify the "Replace with source contact" import option will replace data from the source for any fields you mapped during the import. This is is the option you would use when updating existing data. If you want to add data to empty fields for existing contacts, then use the Merge option.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.