02-04-2013 02:43 PM
02-04-2013 02:45 PM - edited 02-04-2013 02:46 PM
Unfortunately, you cannot import Excel data directly into History. You can import to Notes though by choosing "Add to ACT! Note" in the field mapping.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
02-04-2013 02:52 PM
02-04-2013 02:56 PM
Thank you Greg - a great help and quick!!
Any thoughts on why I am having trouble importing numbers greater than 1,000 but no problems with a small number. The ACT field just imports 0 even though the excel cell is over 1,000. Both fields are "numbers"
02-04-2013 03:04 PM
02-04-2013 03:24 PM
Thanks Mike - I have been playing with the formatting of both Act and Excel and no luck so far but your comment has convinced me it is the way to go - will play around with it tonight.