07-21-2009 12:16 PM
Hi I'm new to all of this and need some help. The sales assistant advised me that I could import information from Exel into my ACT. Can this be done and how?
07-21-2009 01:00 PM
Sure it can be done. First save your Excel spreadsheet as a .csv (comma separated variable) file.
Then backup your database (in case it doesn't import OK and you need to restore) File -> Backup -> Database
Then File -> Import, starts the import wizard that walks you through the import - tricky bit is the field mapping. This is where you tell ACT where to put the data from your .csv file into which field in ACT.
Need any other help? - just drop me a line
07-21-2009 01:08 PM
Many thanks Trevor, I'll give it a go in the morning. I've gone a bit cross-eyed! lol. Very impressed with Sage so far. Only launched my business in April this year so figured I'd strike while the irons hot!