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ACT v9 - best wasy to setup csv for import

Copper Contributor
Posts: 59
Country: United States

ACT v9 - best wasy to setup csv for import

I am using ACT v9., I have to import new contacts using a .csv file from excel, it works, but some of the fields won't import correctly (ACT does not recognize and field formatting from excel I guess).

 

I realize that this is question that has to do more with excel, but if anyone knows a quick way to setup the .csv so that importing goes smoother, would you mind posting it? OR if there is an addon that would make this easier, or may be I should be using another type of file as the import file???

 

Thanks for any help

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: ACT v9 - best wasy to setup csv for import

Try using tab separated variable from Excel. If you use csv (comma separated variable, and have a comma in a field it will cause field displacement.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129