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Importing DATA to attach to an existing contact & CODE

New Member
Posts: 32
Country: Australia

Importing DATA to attach to an existing contact & CODE

Hi

I am running Sage ACT! Pro 2011 Version 13.1.111.0, Hotfix 1

 

Recently I imported some DATA from an EXCEL-->CSV file, but one of the fields was missed on the import.

 

If I try to import all the data again, it will create duplicate contacts.

 

Is there a MACRO or a METHOD where I can tell ACT to look for the contact, matching on email address, IF contact exists import the MISSED FIELD (in this case - Wedding Date)

 

Does anyone know if there is a backend to ACT so we can write some MACRO's say in Visual Basic?

 

 

George Patino
Bellagio Limousines
Perth, Western Australia
www.bellagiolimousines.com.au
Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Importing DATA to attach to an existing contact & CODE

Back up your database.

 

As I recall, when ACT! finds a dupe during an import, if you set the dupe merge settings to merge, it will only push data into the field(s) that are mapped that are empty...

Platinum Elite Contributor
Posts: 14,384
Country: Australia
New Member
Posts: 32
Country: Australia

Re: Importing DATA to attach to an existing contact & CODE

Thanks for your help, I used your method and it worked. Thanks again !
George Patino
Bellagio Limousines
Perth, Western Australia
www.bellagiolimousines.com.au
New Member
Posts: 32
Country: Australia

Re: Importing DATA to attach to an existing contact & CODE

Thanks Mike. I'll have a read
George Patino
Bellagio Limousines
Perth, Western Australia
www.bellagiolimousines.com.au
New Member
Posts: 32
Country: Australia

Re: Importing DATA to attach to an existing contact & CODE

Hello, I am importing data and i note from our last post that if i select merge it should only merge the missing data.

unfortunately it is not doing this. I have to tell act to replace the contact if it exists.

 

Do you know if there is a more powerful tool available for act that gives me more flexibility when importing?

George Patino
Bellagio Limousines
Perth, Western Australia
www.bellagiolimousines.com.au
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Importing DATA to attach to an existing contact & CODE