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RECORDS IMPORTED FROM A TEXT DELIMITED FILE DO NOT SHOW UP IN ACT DATABASE AFTER SYSTEM SAYS THAT EVERYTHING IMPORTED OK. NEED URGENT HELP!

New Member
Posts: 1
Country: USA

RECORDS IMPORTED FROM A TEXT DELIMITED FILE DO NOT SHOW UP IN ACT DATABASE AFTER SYSTEM SAYS THAT EVERYTHING IMPORTED OK. NEED URGENT HELP!

 
Nickel Super Contributor
Posts: 397
Country: USA

Re: RECORDS IMPORTED FROM A TEXT DELIMITED FILE DO NOT SHOW UP IN ACT DATABASE AFTER SYSTEM SAYS THAT EVERYTHING IMPORTED OK. NEED URGENT HELP!

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!