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Problem importing Excel contacts into Act Premium v16.2.14.0

New Member
Posts: 4
Country: United_Kingdom

Problem importing Excel contacts into Act Premium v16.2.14.0

Hi,

 

I've been following the same process for ipomrting data into my ACT! database since i started using it 6 years ago and recently, for whatever reason it's no longer working.

 

The process i follow is to export a CSV from Paypal, remove my payments and save as an Excel file.  I have Excel 2013, this has worked fine as long as i can remember.

 

I go into ACT!

File - Import

Click next past the welcome screen

Change file type to Excel

Select the file i want to import, foiund on the desktop (i have admin rights on my high spec dekstop)

No user name required

Click contact records - next

Custom import - next

Leave the import first record field unticked, click next

All records are shown in the contact map screen - in this case, today it is 72

Clcik clear map - load map and select the mapping file I have always used, click next

If source records match then merge (i tried

do not change just before posting this with no joy)

If source records dont match - Add

Click OK

Tick confirm each match - then click next

Confirm import screen says - all fields are compatible

Click import

It then says "Preparing to Import" for about 30 seconds

Import complete when i click on View import log "Act! did not encounter any errors merging records."

Click finish

 

Sort by Create date - nothing new added in

Have also clicked on View - All contacts to make sure nothing is hoidden in a lookup

 

I'm at a loss without any warning of why it might not have worked - anyone else had this and fixed it?

 

David