I have been using ACT for several years as my primary contact database, however as I do have virtual assistant that I would like to using an Excel Spreadsheet to IMPORT and EXPORT data is what I would like to do.
#1) If I have my data input into an Excel Spreadsheet
a) Is it possible to import it into ACT?
b) In what format do I have to save my Excel Spreadsheet file so that it is importable into ACT?
c) What version of ACT do I need? I currently have the 2007 version.
d) What are the steps/process for me to do that?
#2) If I have a database in ACT
a) is it possible to import it into an Excel Spreadsheet?
b) What are the steps that I need to follow to import it into an Excel Spreadsheet?
ACT has an add-on software called Excel Templetes for ACT. Would I need that to accomplish what I have to do in #1 and #2
1. It is possible to Import info from Excel into ACT. - You want to save the Excel sheet in .csv format - ACT 2007 will work just fine - Check out the following kb article for step by step instructions: http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=15208
2. Yes, it is possible to export from ACT to Excel - There are two ways to accompolish this, check out the following kb articles for steps: http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=13882 http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=13534