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Help! Importing from Exel - Can it be done?

New Member
Posts: 2
Country: United Kingdom

Help! Importing from Exel - Can it be done?

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

Nickel Contributor
Posts: 205
Country: United_Kingdom

Re: Help! Importing from Exel - Can it be done?

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

Trevor Lever

UK - ACT Certified Consultant
www.actpartners.co.uk
trevor@actpartners.co.uk
New Member
Posts: 2
Country: United Kingdom

Re: Help! Importing from Exel - Can it be done?

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