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Group Lookup, Export To Excel, Change, Import Back To ACT

Bronze Super Contributor
Posts: 1,659
Country: USA

Group Lookup, Export To Excel, Change, Import Back To ACT

At one time since the inception of ACT, I remember seeing in the forum how a field can be changed by exporting to Excel, changing key words, then importing back into ACT.  

 

My customer has been using ACT for over 10 years and has a lot of mixed words in titles.  Just a simple example is in a field called Advanced Lookup there would be either Opt Out or OptOut.  As a result both have to be included in an advanced lookup to create a group.

 

So, is it still possible to export, change, and re-import back to ACT?  It is understood that the import would completely change the field that was exported.

 

Many thanks,

 

 

John Purdy
ACT! Premium V. 22.1.212.0 Update 4
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor
Silver Super Contributor
Posts: 2,171
Country: United_Kingdom

Re: Group Lookup, Export To Excel, Change, Import Back To ACT

Hi John

 

Yes but a bit complicated.

 

With the example you have given a search and replace in ACT  would also resolve your problem so consider this as well.

 

https://help.act.com/hc/en-us/articles/360024255854-How-do-I-use-the-Replace-Swap-and-Copy-options-i...