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Import problem with companies and contacts

New Member
Posts: 1
Country: USA

Import problem with companies and contacts

Hi,

 

I recently started using ACT! and so far it looks great, though I'm having an issue importing contacts from my old CRM. I have the contacts in an excel file. I have successfully imported my contacts and my companies, but the relationship between them doesn't seem to import.

 

In other words, if I have imported Mike Z who works at The Library, in my contacts view I see Mike Z and that the company he works for is The Library. Then, when I move to company view, I see The Library but Mike Z is not listed as a contact there.

 

I'm sure that there is a way to import with the relationships between contacts and companies intact, I just can't figure out how to do this. Any advice would be MUCH appreciated.


Sincerely,


Jason Connell