Community
Showing results for 
Search instead for 
Do you mean 
Reply

Importing to Sage Opportunities

Accepted Solution Solved
New Member
Posts: 4
Country: Malta
Accepted Solution

Importing to Sage Opportunities

Is it possible to import from an excel worksheet to Sage ACT 2013 Opportunities? I have defined new fields in ACT Opportunities and would like to fill these out with existing data in excel. 


Accepted Solutions
Solution
Accepted by topic author Nadine
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Importing to Sage Opportunities

The third party importer Oakmerge will import directly to the oppertunity table fields.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

View solution in original post


All Replies
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Importing to Sage Opportunities

Hello Nadine,
Unfortunately the field import process only applies to Contacts, Companies, and Groups.

You can import into the Opportunity Product list (Tools > Define Fields > Manage products list), but not into fields.
Greg Martin
Sage
Solution
Accepted by topic author Nadine
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Importing to Sage Opportunities

The third party importer Oakmerge will import directly to the oppertunity table fields.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129