Help! Importing from Exel - Can it be done?

[ApproachSales]

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?

Many thanks

Rachel

[Trevor Lever]

Hi Rachel.

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

[ApproachSales]

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!

Cheers.

Rachel