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Importing company & contact info from Excel

New Member
Posts: 2
Country: USA

Importing company & contact info from Excel

Hi. I inherited ACT! 2006 v8 from my predecessor who was reentering all data from an Excel spreadsheet into ACT!.

 

I am beginning a new database. I read the instructions and watched the tutorial on importing and am still unclear. When I import a csv file into Companies, I don't see the contacts. When I import into Contact I don't see the companies. How do I import the information and get it all organized so that the contacts are under the companies they belong to?

 

Thanks, Sandra

Moderator
Posts: 4,395
Country: USA

Re: Importing company & contact info from Excel

Sandra,

 

Importing companies from a CSV will not associate contacts to the company automatically.  Only database to database has this functionality.