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Importing from Excel issue

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Copper Contributor
Posts: 50
Country: Canada
Accepted Solution

Importing from Excel issue

 

Hi everyone,

 

I'm trying to do a test import from Excel into Act! in the Demo version. The import uploaded, however it only imported the name, email address, and ID Status (in the Excel it was "Prospect" and in Act after the import, it came out as "Friend" even though there are 10 columns worth of information. There are no empty rows - I'm only importing one contact. I am also unable to turn on duplicate checking, it's greyed out. 

 

I would really like to figure this out as importing contact info would save me a lot of time in the future.


Thanks,

 

T

 

Specs:

  • Act! Premium Version 18.1
  • Microsoft Office Version: 1705
  • Shared Database
  • Windows 7

Accepted Solutions
Solution
Accepted by topic author TinaA
‎09-08-2017 01:27 PM
Employee
Posts: 116
Country: USA

Re: Importing from Excel issue

When I do an import I find it better to select Custom Import over Typical.  With Custom Import selected I can verify the Excel Column matches the Act! field.

 

 

example.png

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Solution
Accepted by topic author TinaA
‎09-08-2017 01:27 PM
Employee
Posts: 116
Country: USA

Re: Importing from Excel issue

When I do an import I find it better to select Custom Import over Typical.  With Custom Import selected I can verify the Excel Column matches the Act! field.

 

 

example.png

Bronze Super Contributor
Posts: 1,566
Country: United_Kingdom

Re: Importing from Excel issue

[ Edited ]

The default needs to be set at Custom by the Act! developers - it best to do this always to 'eyeball' the field selection.

 

Never use the 'Typical'!!


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
Bronze Elite Contributor
Posts: 1,427
Country: United_Kingdom

Re: Importing from Excel issue

Hi David

 

Absolutely agree, if you put this as a suggestion I will vote for it. 

Bronze Super Contributor
Posts: 1,566
Country: United_Kingdom

Re: Importing from Excel issue

Have done that.


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org