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lookup from excel sheet

New Member
Posts: 26
Country: USA

lookup from excel sheet

All I want is a program that can take an excel spreadsheet of contacts and tell me which ones are in act and who is their record manager. please let me know of a program that can do this.

Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: lookup from excel sheet

You could probably do this from Excel ... reading ACT! via OLEDB and using a VLookup
New Member
Posts: 26
Country: USA

Re: lookup from excel sheet

[ Edited ]

hey, thank you for the reply. 

Is there information on this here somewhere?  I am not sure what/how to do whatyou said.

New Member
Posts: 26
Country: USA

Re: lookup from excel sheet

ah ok...got the connection established.  i cant figure out the vlookup though.  i want to tell it to lookup email address and if it finds it to tell me what the record manager field contains.

Nickel Contributor
Posts: 232
Country: Canada

Re: lookup from excel sheet

You could probably use this free addon of ours: Email Addresses Lookup

Copy all your email addresses from your Excel spreadsheet (I imagine they are in one column) and paste them into the add-on, create a lookup of the contacts, then select the columns you want in the contact list and export to Excel.  

Gilles Cavin
http://www.exponenciel.com
Make sure you check our free Act! add-ons!
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New Member
Posts: 26
Country: USA

Re: lookup from excel sheet

thank you all.  This worked amazing Smiley Very Happy

 

i have a question on ....ACT! via OLEDB

 

it is only showing fields/categories that were ACT defaults in my excel sheets.  I am wondering how to get it to show user created fields/categories in the excel sheet.  any advice?