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Importing Data to ACT

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New Member
Posts: 2
Country: United States
Accepted Solution

Importing Data to ACT

Can data be imported to create new ACT contacts from an excel spreadsheet?

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Solution
Accepted by topic author Jmarie
‎09-25-2015 03:20 AM
Nickel Contributor m4y
Nickel Contributor
Posts: 512
Country: Belgium

Re: Importing Data to ACT

For sure. Save your Excel as a txt file, then follow this KB Article

 

I suggest you to test import with a few contacts before so you can easily delete them and retry the import if the result is not what you expected.


Xavier Nyssen

ACT! Certified Consultant @ Intuitis | Belgium
{ +32 64 45 08 00 | xavier@intuitis.be | http://intuitis.be }

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Solution
Accepted by topic author Jmarie
‎09-25-2015 03:20 AM
Nickel Contributor m4y
Nickel Contributor
Posts: 512
Country: Belgium

Re: Importing Data to ACT

For sure. Save your Excel as a txt file, then follow this KB Article

 

I suggest you to test import with a few contacts before so you can easily delete them and retry the import if the result is not what you expected.


Xavier Nyssen

ACT! Certified Consultant @ Intuitis | Belgium
{ +32 64 45 08 00 | xavier@intuitis.be | http://intuitis.be }
New Member
Posts: 2
Country: United States

Re: Importing Data to ACT

Very glad that I wait until this morning to try the import --- doing it with a few test contacts is a superb idea.  Thank you.