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IMPORTING problems

Copper Contributor
Posts: 108
Country: Canada

IMPORTING problems

Sage ACT! Pro 2011 Version 13.1.111.0, Hot Fix 3

Vista Home Prem

Excel 2007

 

(1) Cannot import company records

tried excel, csv,  txt

 

(2) Contact records

not importing last name / surname - no place to map 

There is a KB that says to ensure "last name"

have following fields in excel First name / middle name / last name /

doesn't work added - contact field which I mapped to contact

 

Thanks

 

Tom David Moxam
Copper Contributor
Posts: 108
Country: Canada

Re: IMPORTING problems

Smiley Happy Oh joy figured out one problem

 

KB states that you should use "Last Name"

I changed excel field to "Surname"

presto bingo

 

Now If I could get company's to import

 

Tom David Moxam
Copper Contributor
Posts: 108
Country: Canada

Re: IMPORTING problems

Splat Bam Boom - Nice job Boy wonder

 

After 4 hours of changing excel files, different formats, field names.....

 

DELETE preferences

 

worked ????????

Don't question why jsut move on

 

I will say that if I took some time to understand VBA I would switch to Access or similair program much more stable

As a non-techie small business owner I need access to my data but can't afford that amount of time I spend doing tech service stuff on Act.

 

over and out

 

OldLaxer

real men play with sticks and balls

 

Tom David Moxam