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Can I predefine Groups and then import them?

New Member
Posts: 1
Country: United States

Can I predefine Groups and then import them?

I sell trade show exhibits and use Groups to manage trade show names (years are subgroups).  This way I can quickly see what shows companies (Customer and Prospects alike) exhibit in every year.

 

That being said, I want to import these Trade Show Names as groups into ACT.  Our idea is then to associate companies with the shows manually.  Problem is that when trying to complete the import the "Group Name" field is not an option when in the Map Field stage.

 

Any ideas?

Moderator
Posts: 4,395
Country: USA

Re: Can I predefine Groups and then import them?

In the source file, name the column header Group Name.  By doing this, it will automatically map to the field.