07-10-2008 01:49 PM
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
07-17-2008 10:42 AM
Sandra,
Importing companies from a CSV will not associate contacts to the company automatically. Only database to database has this functionality.