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Importing excel database into ACT! Premium for Web

New Member
Posts: 1
Country: United States

Importing excel database into ACT! Premium for Web

I am having the hardest time trying to find a way to import an excel spreadsheet into ACT! Premium for Web.  I want to import a whole bunch of data into contact records, and I thought there was a way to do this.  Any help would be greatly appreciated!  Thank you! =)
Copper Contributor
Posts: 42
Country: United_Kingdom

Re: Importing excel database into ACT! Premium for Web

[ Edited ]

To import an Excel spreadsheet you first need to save the file as a Comma Separated Value (.csv) file.

To do this open the file in Excel and click File > Save As, then change the Save As Type drop down menu to show "CSV (Comma Delimited)(*.csv)".

 

You can then follow the steps in this article to import the CSV file into ACT! 

 

These steps must be performed on the ACT! Premium for Web server machine - importing is not possible via the Web client. 

Message Edited by SimonHales on 12-10-2009 10:13 AM
Simon Hales
Sr. Commercial Marketing Manager
Swiftpage