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Importing Excel price lists into opportunities

New Member
Posts: 1
Country: United States

Importing Excel price lists into opportunities

I have seen similar questions asked but I have yet to get a sucessful import after two weeks of trying so I though I should seek some expert advise. All of my vendor price lists are transmitted to me into excel and I would like to import them into opportunities. I have saved a trial price list as both csv and txt and have saved into the four columns that are suggested with and without column headings. No matter what tweaks I have made to the files I continue to get the "could not find any valid product in the ...... file" message. I have over 2000 price items to enter so I really don't want to have to enter them manually but I do am not not sure what I am doing wrong on the import. FYI, I am runing ACT! 2009 v 11.0 with Excel 2003.



Thank you

Copper Elite Contributor
Posts: 127
Country: Australia

Re: Importing Excel price lists into opportunities

It is likely that the formatting is not what ACT! expects, possibly surplus characters. Have you read this Knowledge Base article?


Failing that it would be best to contact a local ACT! Consultant to assist you.

Neil Gilford
ACT! Certified Consultant
Gilford Computer Solutions