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Importing contacts into a group

New Member
Posts: 2
Country: USA

Importing contacts into a group

ACT! by Sage Premium for Web 2007 (9.0)

 

We have no problems importing contacts from a CSV file.  However, our database is setup with different groups that the sales people sort their contacts into.  When we import, they are all put in with the existing contacts and the sales people have to manually go through and sort them out into the groups they belong to.

 

Is it possible to get a CSV of contacts and have them import into a particular group automatically?

 

Bear with me, I'm the IT guy, not sales, so I dont know all the details of how they work with the groups or if this is even the preferred method.

 

Thanks!

Silver Contributor
Posts: 1,813
Country: USA

Re: Importing contacts into a group

Here's what I would do.  In your excel file, create a collumn called user15 and it in all the way down, give the import a name (like Houston Trade Show, or Bob's contacts). Just something uniquie to be able to find the data when you get into ACT.

 

Then do your import. Import User15 in Excel into User15 in ACT

 

Now in ACT, do a lookup on User15 and find all contacts with the value of (Houston Trade Show, or Bob's contacts). Then add these contacts to your group.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 2
Country: USA

Re: Importing contacts into a group

Genius!  Works great.  I figured there was some sort of trickery that could be done.

 

Now I have a follow-up question.... is there an easy way to get rid of this Field on all of these after the import?  It seems that I would have to come up with a new term in the field every time I do an import so that my search in the future doesnt pull up previously imported data.  Preferably I would like to clear this field out of the imported contacts as soon as they are put into the correct group.

 

Thanks!

Silver Contributor
Posts: 1,813
Country: USA

Re: Importing contacts into a group

You could do something with Edit/Replace, but I"d keep the data there.  IT's helpful for later seeing the source of yoru import. In fact, we add a datasource entry every time we do an import and then dynamically base groups on that.  If you want, you could hide the field on different layout or off to the side.;

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider