12-04-2013 02:05 AM
I've been trying to import additional contact data (merge with existing ones) into ACT! from either xlsx, csv or txt. Neither of the imports work even though the wizard says the data is ok.
I have also tried exporting the data of one record from ACT!, adding the additional data to test it there and re-import the file. It didn't work either.
The only way the file is imported is when I check "Confirm each match" on the Specify Merge Options and then when the files is being imported (after the wizard has closed) and a match is confirmed, I choose "Create new contact" (which I actually don't want to do). It then creates a new record with the imported data. Of course, I don't want that because then I have duplicated records. If you, however, choose the other option "Match action: Merge", then nothing is imported at all even though the additional data is shown in the respective fields above.....
Btw, I've tried different settings on "Duplicate Checking" without any positive results.
Could anybody help me with this problem? It is really important that I can import data as I have like more than 2'000 records to update with a new contract number which would take forever by hand.
Thank you so much.
12-04-2013 09:15 AM
What you are trying to do can't be done with the ACT! import, the merge will only work to fill empty fields it won't update existing data. What you need is a third party import utility like OakMerge which can update existing field data.
Be sure to make a safety backup before trying any such database update.
12-09-2013 12:43 AM
Thanks for your response, Roy.
It seems my original post probably wasn't exact enough.
I am trying to import additional data to existing contacts. The fields they are imported into are presently empty. They have been created recently and need to be filled by import as there are more than 2'000 records. The first column in my Excel sheet contains the ACT-ID no. which is identical with the no. in ACT!, the 2nd and 3rd column contain the data (formatted identical to the fields in ACT) that need to be imported in those empty fields in ACT.
This import doesn't work whatever way I try. (xls, csv, txt, different settings on "Duplicate checking", etc.)
I would highly appreciate if anybody could tell me how I can make this import using the existing import-function in ACT!
Thank you very much.
12-09-2013 07:35 AM
The data that you are importing has to be formatted properly to be imported into ACT!. Try importing 1 or 2 lines of data until you get it to work properly. I believe you also need to import the field that you are matching on although that seems to be a little redundant to me. I wrote my own importer so I don't use the built in importer very often but when I have used it in the past it worked fairly reliably.
12-09-2013 07:58 AM
12-09-2013 08:41 AM
I usually use a tab delimited text file to do my imports with. Try exporting a single contact record to a tab delimited text file and then try using the format that file uses to do your import. You could try changing something in that file and then importing it back in to verify that it works. You can easily save an Excel file as a tab delimited text file.
12-12-2013 05:10 AM
12-12-2013 12:01 PM
If it is working on one of the other PCs in the office it would probably be easiest to just use that PC. I'm not sure why the import fails on your system. I could help you find out but it would probably cost you more than you want to pay. I suspect that you have an issue with your .NET installation. You could try uninstalling .NET and reinstalling it. That might fix the issue. You'll need to get a tool to do it with. You can use this tool.