Community
Showing results for 
Search instead for 
Do you mean 
Reply

Importing and Linking Company and Contact records

New Member
Posts: 1
Country: Canada

Importing and Linking Company and Contact records

I have a few thousand records in an Access database that I would like to import into Act! There is a company table and a contact table that are linked by a common field.

 

How does Act! know which contact records are linked with which company records ?

 

Can this information be passed on during the data import process ? If so, how ?

 

Is there an automated way to do this via the common field ? If so, how ?

 

Can it be done via secondary matching ? If so, how ?

 

Does it have to be done mannually ?

 

Thanks for your help. 

 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Importing and Linking Company and Contact records

Unfortunately, ACT! doesn't link the contact to the Companies automatically.

 

You can do it without manual work by importing with itImport - even directly from Access