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ACT 2011 - Outlook Contact Sync - Outlook Categories

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New Member
Posts: 6
Country: USA
Accepted Solution

ACT 2011 - Outlook Contact Sync - Outlook Categories

I just upgraded to Act 2011 and am using the Outlook Contacts Sync.   Is there anyway to Sync the Outlook Categories to ACT?  Thanks!


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Solution
Accepted by topic author tal1956
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: ACT 2011 - Outlook Contact Sync - Outlook Categories

Categories will not sync from Outlook to Act!.

 

As an option, you can export your contacts from Outlook to an Excel file, remove unwanted fields - down to just a few that can be used for Duplicate Checking, and then import the Excel file to update your existing contacts.  Here is an article with instructions for importing into Act! 2011: KB Article 26828

 

Note: Before making mass changes, always backup your database (File > Backup > Database).

Greg Martin
Sage

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Solution
Accepted by topic author tal1956
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: ACT 2011 - Outlook Contact Sync - Outlook Categories

Categories will not sync from Outlook to Act!.

 

As an option, you can export your contacts from Outlook to an Excel file, remove unwanted fields - down to just a few that can be used for Duplicate Checking, and then import the Excel file to update your existing contacts.  Here is an article with instructions for importing into Act! 2011: KB Article 26828

 

Note: Before making mass changes, always backup your database (File > Backup > Database).

Greg Martin
Sage
New Member
Posts: 6
Country: USA

Re: ACT 2011 - Outlook Contact Sync - Outlook Categories

Thanks, that is what I expected.

Have a nice weekend!
New Member
Posts: 8
Country: United States

Re: ACT 2011 - Outlook Contact Sync - Outlook Categories

this is silly that it doesn't work.  you can import using the field map but you can't sync.   i keep trying hard to use ACT for business but it is still just a Toy that doesn't work.  little things like this make it an ineffective tool.

New Member
Posts: 1
Country: United States

Re: ACT 2011 - Outlook Contact Sync - Outlook Categories

I can sync calendars OK between ACT2011 and Outlook 2010, but synching contacts always throws an error at the end, and no contacts are sync'd.  HELP !

Copper Contributor
Posts: 108
Country: Canada

Re: ACT 2011 - Outlook Contact Sync - Outlook Categories

there is a KB on mapping sync fields

Tom David Moxam