Community
Showing results for 
Search instead for 
Do you mean 
Reply

How can I import Contacts from an Excel Spreadsheet into a Specific Group?

Accepted Solution Solved
New Member
Posts: 4
Country: United States
Accepted Solution

How can I import Contacts from an Excel Spreadsheet into a Specific Group?

[ Edited ]

Hi,

 

My client has lots of Excel spreadsheets with contacts on them. She wants to import each spreadsheet into a particular group. I've been trying learn how to do it, and tried to follow the instructions to import contacts directly into a group given in KB Article 11633  (KB link edited for easier readability)

I was able to export the Excel spreadsheet to a Delimited Text file. Then I made my specific ACT! group active, and imported the contacts. The contacts were imported successfully but not into the group. Does anyone know why this didn't work or how exactly to do this?

 

Thanks.

Kara

 

http://www.karathecomputertutor.com 

 

 

Message Edited by ghollister on 08-03-2009 03:50 PM
Kara
http://www.karathecomputertutor.com
http://karathecomputertutor.wordpress.com/

Accepted Solutions
Solution
Accepted by topic author Kara the Computer Tutor
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: How can I import Contacts from an Excel Spreadsheet into a Specific Group?

You could try adding a column in Excel an place the name of the group in that column before import so you could identify group members after import.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

View solution in original post


All Replies
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: How can I import Contacts from an Excel Spreadsheet into a Specific Group?

The KB you referenced was for ACT! 6 and doesn't work for ACT! 7 and later.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: United States

Re: How can I import Contacts from an Excel Spreadsheet into a Specific Group?

Yeah, I realized that, but I thought it might work the same. Is there any way to do it either in ACT! 2007 or ACT! 2009? My client has ACT! 2007, and I have ACT! 2009!

 

Thanks. 

Kara
http://www.karathecomputertutor.com
http://karathecomputertutor.wordpress.com/
Solution
Accepted by topic author Kara the Computer Tutor
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: How can I import Contacts from an Excel Spreadsheet into a Specific Group?

You could try adding a column in Excel an place the name of the group in that column before import so you could identify group members after import.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 1
Country: USA

Re: How can I import Contacts from an Excel Spreadsheet into a Specific Group?

I see you are an ACT expert. I very much need help importing contacts from outlook to excel. Could I pay you for telephone support. Tired a number of on-line resources.

 

Thanks,

 

Houston