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Copy 'contact' from one database to another

Copper Contributor
Posts: 25
Country: USA

Copy 'contact' from one database to another

On ACT! 2013, v 15.1 Professional, how do you move a single contact or lookup contacts from one database to another.
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Copy 'contact' from one database to another

If the databases are on the same computer:

In source database (database with contacts to copy), perform lookup of desired contact(s) > perform Export to target database using File > Export > Database > select 'Current Lookup'.

Greg Martin
Sage
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Copy 'contact' from one database to another

This will put a copy of the contacts in the target database, it won't remove them from the source.
Greg Martin
Sage
New Member
Posts: 2
Country: USA

Re: Copy 'contact' from one database to another

I do not see "current lookup" to export.  I think my version is v16.

New Member
Posts: 2
Country: USA

Re: Copy 'contact' from one database to another

Oh, I did it.  "current lookup" is in the next step:-)  Thank you very much for your help.  This online support is wonderful.  Wishing you all successful:-)

Nickel Elite Contributor
Posts: 934
Country: USA

Re: Copy 'contact' from one database to another

Maychou,

 

Glad you had success. but there is something you may want to check out now that you have exported a contact record from one act db to another act db. 

In your destination db that got that record  imported into it, are you able to do:

Contacts / Duplicate Contact?  to create a duplicate contact record?

 

I am doing same thing but after the import/export process, I am not able to create duplicate contact records. They come out blank or not created at all. Any newly created records are just fine and I can duplicate them.

Thanks - FSB

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