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Importing Opportunities

New Member
Posts: 5
Country: USA

Importing Opportunities

Hope someone can help me out here....

 

We lost a few companies by deletion yesterday.  We did have a backup and we have imported the customers back in but the Opportunities data has not been imported.

 

Is there a way to import the oportunites details?  I have exported it from a backup to an xls file but I cant seem to find a way to import them.

 

Any help appreciated.

 

Gary

New Member
Posts: 5
Country: USA

Re: Importing Opportunities

Anyone??

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Importing Opportunities

Hello Gary,
Unfortunately, Opportunities cannot be imported into ACT! from a .csv or .txt file, only from another ACT! database; at least not without using a third-party import tool such as ImportIT or OakMerge.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.