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How do I import First Name / Last Name into ACT Contacts Field?

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Copper Contributor
Posts: 18
Country: USA
Accepted Solution

How do I import First Name / Last Name into ACT Contacts Field?

I purchased a list in CSV format that seperates First Name and Last Name. How do I get both of those to show up properly in the ACT field "Contact"?

 

ACT V10

Running ACT v10 with Financial Professionals Overlay V12

Accepted Solutions
Solution
Accepted by topic author larrygee
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: How do I import First Name / Last Name into ACT Contacts Field?

Hello larrygee,
Just make sure those columns on your .csv sheet are exactly named "First Name" and "Last Name" and ACT! will automatically map them during the import. This applies to any column that has the exact name of a field in your ACT! database.

Greig Hollister

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

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Solution
Accepted by topic author larrygee
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: How do I import First Name / Last Name into ACT Contacts Field?

Hello larrygee,
Just make sure those columns on your .csv sheet are exactly named "First Name" and "Last Name" and ACT! will automatically map them during the import. This applies to any column that has the exact name of a field in your ACT! database.

Greig Hollister

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