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ACT! v16 how to import contacts with company and automatically link

New Member
Posts: 5
Country: USA

ACT! v16 how to import contacts with company and automatically link

It seems the create company option does not populate the company address fields as desired.   Oddly that is the way it is supposed to work???

 

So how do I take a ordaniary list of contacts which include the company names and import into a new install of ACT! thus creating a database?      

 

Without this capability how is a new user supposed to start using ACT!?

Bronze Super Contributor
Posts: 1,537
Country: United_Kingdom

Re: ACT! v16 how to import contacts with company and automatically link

Carl,

I agree with what you say and there has been a suggestion to switch this non-address fields on or off to accommodate your point.

David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
DP
New Member
Posts: 1
Country: USA

Re: ACT! v16 how to import contacts with company and automatically link

I am brand new to ACT, and am trying to import a list of 200 companies, with 1 to 3 contacts each.

 

Has anyone found a way to:

 

Import a list of companies?

 

  - Then, import a list of contacts ,that will link to the correct company?

 

- I called ACT sale, and they sent me a link from swift that gives instructions. I can't get it to work.

 

http://kb.swiftpage.com/app/answers/detail/a_id/15208/kw/Importing%20a%20contacts%20into%20cav

 

http://kb.swiftpage.com/app/answers/detail/a_id/11633/kw/Importing%20a%20contacts%20into%20cav

 

- DP