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Importing Notes From Excel into Act!

New Member
Posts: 11
Country: USA

Importing Notes From Excel into Act!

I am making a new database, local/private only. I have made a number of notes in my Excel spreadsheet that I have combined all into one cell per contact.I need to import those notes into the "Notes" section/tab of Act! along with and into each new contact.  I have no idea how to do that.

I am using ACT version 17.0.151.0

OS is Windows 7

Excel 2010

Thanks for any and all help!

Copper Elite Contributor
Posts: 107
Country: United States

Re: Importing Notes From Excel into Act!

You need to purchase an importing product like Oak Merge for that:  You would need the "standard" edition: 

Karen Fredricks
Tech Benders
561-470-5450
New Member
Posts: 11
Country: USA

Re: Importing Notes From Excel into Act!

At $149 I'll find a different way.

Thanks though

Silver Super Contributor
Posts: 2,328
Country: USA

Re: Importing Notes From Excel into Act!

If you do an Excel import and tell it you want to do a custom import you can map your Note field to the Add to Act! Note field and it will create a Note with the contents of the field.  It doesn't allow you any control over the date created, etc. but it will get your Excel notes into the Act! database.

 

Stan


If you would like to get more out of ACT! you can find an ACT! Certified Consultant near you by going to:www.act.com/acc.
-------------------------------------------------------------------------------------
Stan Smith
ACT! Certified Consultant
ADS Programming Services, Inc.
(205) 222-1661
www.adsprogramming.com
www.actwebhosting.com
Click Here to Purchase Act!
New Member
Posts: 11
Country: USA

Re: Importing Notes From Excel into Act!

Thanks Stan.

I'll give it a try tomorrow.

Thanks again!

New Member
Posts: 11
Country: USA

Re: Importing Notes From Excel into Act!

Stan- I've been looking up how to do a custom Excel Import. I don't see that option from "File/Import/Excel..."

Any help if you would?

Thanks.

Silver Super Contributor
Posts: 2,328
Country: USA

Re: Importing Notes From Excel into Act!

Just select custom on the next screen.

 

Stan


If you would like to get more out of ACT! you can find an ACT! Certified Consultant near you by going to:www.act.com/acc.
-------------------------------------------------------------------------------------
Stan Smith
ACT! Certified Consultant
ADS Programming Services, Inc.
(205) 222-1661
www.adsprogramming.com
www.actwebhosting.com
Click Here to Purchase Act!