Community
Showing results for 
Search instead for 
Do you mean 
Reply

Import data from Excel to some ACT contacts

Accepted Solution Solved
New Member
Posts: 4
Country: Portugal
Accepted Solution

Import data from Excel to some ACT contacts

[ Edited ]

I would like to know if it's possible to import data from excel to some contacts on my ACT 2009 database?

My idea is to have a excel list with contacts, usernames/passwords and make ACT import that data to the fields I need.

Like, 3 excel rows Contact / User 1 / User 2, the lines are the target contacts, is imported to Contact / User 1 / User 2.

Is this possible?

 

Thanks in advance.

 

Best regards,

Message Edited by joaopaulovaz on 01-14-2010 02:40 AM

Accepted Solutions
Solution
Accepted by AJones (Nickel Super Contributor)
‎09-25-2015 03:20 AM
Bronze Elite Contributor
Posts: 2,518
Country: USA

Re: Import data from Excel to some ACT contacts

Try saving the Excel file as txt Tab delimited. 

View solution in original post


All Replies
Bronze Elite Contributor
Posts: 2,518
Country: USA

Re: Import data from Excel to some ACT contacts

Yes this is possible. 

 

You need to have at least one field to match on that has the same value in Excel and in Act. Set your duplicate matching criteria to that field. Save your Excel file as a csv. Import using Merge as your merge options. 

 

See this KB article for more information.

 

http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1520... 

New Member
Posts: 4
Country: Portugal

Re: Import data from Excel to some ACT contacts

First, thanks a lot for the link.

 

I fully understood what the link explains but I can't seem to make the CSV file work.

I used the exported Excel file that ACT makes and then I saved it with the changes to CSV format, is this wrong?

 

In step 5 of 7, the mapping, the CSV file only appears with only one field that has all the fields like text, it's shouldn't be this way and every field of the csv should appear listed in dropdown menus like the "map to this field" option.

 

Still trying to solve this...

 

Thanks.

 

Bronze Elite Contributor
Posts: 2,518
Country: USA

Re: Import data from Excel to some ACT contacts

On step 4 of 8 switch the Select Field Separator. 
New Member
Posts: 4
Country: Portugal

Re: Import data from Excel to some ACT contacts

[ Edited ]

Already tried it but the problem remains the same.

All the fields on the CSV still appear as only one in the mapping menu.

I'm using Excel 2007, don't know if this matters or not...

Message Edited by joaopaulovaz on 01-14-2010 08:45 AM
Message Edited by joaopaulovaz on 01-14-2010 08:47 AM
Solution
Accepted by AJones (Nickel Super Contributor)
‎09-25-2015 03:20 AM
Bronze Elite Contributor
Posts: 2,518
Country: USA

Re: Import data from Excel to some ACT contacts

Try saving the Excel file as txt Tab delimited. 
New Member
Posts: 4
Country: Portugal

Re: Import data from Excel to some ACT contacts

Cool, this way it worked. Smiley Happy

Thanks.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Import data from Excel to some ACT contacts

Also note that this will only add if the fields are empty. I can't update data in fields.

If you need to do that, you'll need an add-on such as itImport - http://www.glcomputing.com.au/main/57/1