05-18-2012 10:32 AM
Hello, is very important that before any big procedure Like import Information... make a backup (On the server) that includes attachments.
It is recommended that you first import information in the Demo Database - This is to try how it Works
Be sure Backup on the Database Server before importing
An easy way to import data is:
1. Exports the Contact List-View to Excel to get a template of how to be the columns and they should be called fields.
(What we really need is the name of the columns, I Mean row number 1)
2. Put the information you have in the text file to this Excel template, it depends on what information you have in the text file
3. Save the Excel file and use it to import the information to ACT!