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List of Fields to Map

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New Member
Posts: 12
Country: USA
Accepted Solution

List of Fields to Map

I'm using ACT! by Sage Premium 2010 Version 12.0.409.0 on a Windows 7 Machine. I want to import an outlook database.

Is there a list of ACT fields anywhere so I can plan which outlook fields to map to. I can see the pull down boxes in the wizard, but I'd like a complete list that I can do planning with before I start the process.


Accepted Solutions
Solution
Accepted by topic author BizCoach
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: List of Fields to Map

Go to Start, Run, type ACT diag.  Click on the database Option and then Database List.

 

tab, then find your database. in the list and click on the left collum to select it.

 

THen Right CLick on the left collum to bring up the shortcut menu

 

From here you will see options for Database Structure and Export Field List to .csv

 

THis should get you what you are looking for.  (please note this will product some system fields which will not be available for import.

 

I''ve attached the fields from the ACT demo database here. Unless you've customized your database, this should suffice.

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

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All Replies
Bronze Contributor
Posts: 955
Country: Australia

Re: List of Fields to Map

I would export to Excel from Outlook clean up your data save as a .csv file and then do an import and you can then map each of the fields to the ACT fields as part of the import

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
New Member
Posts: 12
Country: USA

Re: List of Fields to Map

Thanks. Do you know of a complete list of the ACT fields so I can plan which ones to map to?

Solution
Accepted by topic author BizCoach
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: List of Fields to Map

Go to Start, Run, type ACT diag.  Click on the database Option and then Database List.

 

tab, then find your database. in the list and click on the left collum to select it.

 

THen Right CLick on the left collum to bring up the shortcut menu

 

From here you will see options for Database Structure and Export Field List to .csv

 

THis should get you what you are looking for.  (please note this will product some system fields which will not be available for import.

 

I''ve attached the fields from the ACT demo database here. Unless you've customized your database, this should suffice.

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: 12
Country: USA

Re: List of Fields to Map

Thanks so much. Perfect.

Copper Super Contributor
Posts: 128
Country: USA

Re: List of Fields to Map

thanks really good info but not easy to find

server stats: Ms Svr Std 2k8, Ms SQL Svr 2k8 R2 build 10.50.4302, ACT! Premium (Web) 2014 v16.0.291.0_HotFix5, 16GIG Memory
http://www.act.com/support/getting-started-documentation
http://www.act.com/support/downloads/act-premium-v16
http://kb.swiftpage.com/app/answers/detail/a_id/36097kwAdministrator%27s%20Guide