01-20-2010 11:47 AM
I am trying to import a contact list from Excel 2007 into my Act 2010 and I am having difficulty. Has anyone had success doing this? When you click on import from another file, the only option you have is from 97-2003 excel.
01-21-2010 02:36 PM
I'm not sure where you are seeing the option for Excel 97-2003 in ACT! You would first need to save you Excel spreadsheet as a .csv file by going to File/Save As/Other Formats, then selecting .CSV for Files of Type in the Save screen. Then in ACT! you would go to File/Import and choose Text Delimited as the type of data to import. Then select your .csv file and follow the steps in the wizard to import the data. You can find more detailed instructions for importing a .csv file in KB 15208.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.