06-12-2008 06:33 AM
Help please. In spite of extensive searches - haven't found that that little nugget of wisdom to solve my problem.
I have a simple excel spreadsheet of about 130 names, addresses, phone, etc. I have attempted to import into my existing ACT database as a .csv and a .txt - both yield the same results: The import wizard appears to capture everything fine, I map the fields and click "Finish" , the "Preparing to Import" bar fills up w/the green marks - and then nothing. Could it be:
1. My excel spreadsheet has a First Name column and a Last Name column, while ACT has just one Contact field that I'm sending both to? 2. That I have some phone numbers with parentheses around area code and some European phone numbers? 3. Does it matter if it was a .xls or a .xlsx spreadsheet to begin with?
Any guidance would be greatly appreciated. At this point, I should just type the info in manually - but I've become one of those check-out people who stubbornly keeps scanning something, even though they know their efforts are probably futile.
06-12-2008 06:42 AM
What type did you import the file as, ie. Company, Group or Contact. While importing last night from .csv to Act! I found that if I selected Company that it appeared that nothing had been entered, but once I selected Company on the left hand column, it showed all of my imported Companies. If you imported to Contacts, then they should all show up immediately.
Hope this Helps!!!
06-12-2008 07:50 AM
06-12-2008 08:03 AM
Thank you for your input! I went through the steps as outlined in the ACT Knowledgebase for those settings already, so I think I've got that covered, unless they should be something other than what's up there.
As to the Contact First/Last Name fields - unfortunately, I did not set up the database - so I'm stuck with just a 'Contact' field. I tried just importing Last Name into that field, and still had the same problem.
I have selected the confirm each match option on the Import Wizard to try to hone down what's wrong and also have tested different formats of the Excel spreadsheet - with no luck.
06-12-2008 08:48 AM