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Excel

New Member
Posts: 1
Country: United States

Excel

I'm new to act, and I'm trying to get a prospect listing from excel into ACT prospects.  Can someone tell me how to do this?
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Excel

You will need to save your Excel file as a .csv file, then you can import it into ACT! using the steps in the following Knowledgebase article:

 

How to Import Contact Data From a Text Delimited File (*.TXT or *.CSV) into an ACT! Database

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.