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Lookup based on Spreadsheet Information

Copper Contributor
Posts: 14
Country: USA

Lookup based on Spreadsheet Information

Is there any way to create a lookup of a contact based on a field in a spreadsheet?  For example, I have a list of over 1000 dealers (with dealer codes) and I have an Excel spreadsheet with the dealer code of all the dealers that have participated in a program.  I would like to make a group based on those that have participated in the program. 
 
Can I have ACT lookup only those contacts that have the same dealer code as those in my spreadsheet?  Or do I have to somehow export the entire database to Excel and do it there?
 
Thanks.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Lookup based on Spreadsheet Information

You could use the add-on itImport to update a field (or add the contact to a group) based in an excel field
 
You can export to Excel from the Contact List
Nickel Contributor m4y
Nickel Contributor
Posts: 512
Country: Belgium

Re: Lookup based on Spreadsheet Information



GLComputing wrote:
You could use the add-on itImport to update a field (or add the contact to a group) based in an excel field
You can export to Excel from the Contact List





He will love your answer, for sure Smiley Very Happy

Xavier Nyssen

ACT! Certified Consultant @ Intuitis | Belgium
{ +32 64 45 08 00 | xavier@intuitis.be | http://intuitis.be }
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Lookup based on Spreadsheet Information