09-06-2009 07:36 PM
I just purchased ACT! 2010, and I have several Excel spreadsheets with contact information.
For example, I have contacts for Chamber of Commerce A and for Chamber of Commerce B, plus several other spreadsheets that I want to import.
I want to create a group for contacts that belong to Chamber A and a group for contacts that belong to Chamber B.
Some contacts may belong to both groups. How can I import the records and indicate that a contact belongs to both groups? I haven't had any success.
09-07-2009 05:07 AM
The only way in ACT! is to create a field for each spreadsheet. Then add the name of the spreadsheet to a column.
When you import each sheet, map the name column to the correct field and select to Merge when records match
This can only add data to blank fields in ACT!, but might work for this.
Finally create the groups, do lookups for each set on the new fields and add them to their groups
If you are going to do this regularly, you'd be better off getting a product like itImport to do it