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Assigning to groups whilst importing

New Member
Posts: 6
Country: United_Kingdom

Assigning to groups whilst importing

Hi All,

 

I'm trying to import a CSV into our existing ACT 2010 DB. The CSV is made from an export a while back that we gave to a 3rd party so it has company, contact and group records.

 

I want to import this new data and add or modify based on record which I belive is simple enough using the import tool contacts.

 

Now the trickier bit is I'd like to assign to a group whilst its importing (only a choice of 3 groups) but want everything sorted in new and old.

 

When looking in the group import it doesn't have options like Company and visa versa - is this do-able?

(Initial thought is import via contact then import again for group?)

 

Thanks

 

Nick

 

OCS Retail Support
Stoctaking & Inventory Services
http://www.OCSRetailSupport.co.uk