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Import tasks from an Excel sheet onto Act 2010

New Member
Posts: 1
Country: United Kingdom

Import tasks from an Excel sheet onto Act 2010

Hi all,

 

I've got an excel sheet with Company information on and a specifc column for call backs in date format - e.g 5th April . Ideally I'd like to import the record into ACT whilst simultaneously creating a Task on my Tasklist for Company on that particular date.

 

I've been going round in circles trying to figure this out for a while, does anyone know how to do it?

 

Thanks.

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Import tasks from an Excel sheet onto Act 2010

You're trying to import a single flat file table with parts going into two separate related tables in the ACT! database. It might be possible with a custom addon but I don't know of any one to suggect.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Import tasks from an Excel sheet onto Act 2010