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Importing files to ACT

New Member
Posts: 1
Country: USA

Importing files to ACT

Need to merge Excel database and import to ACT.

 

There are multiple contacts from each institution (hospital). These contacts may have different phone numbers,

fax numbers, e-mail addresses, and may even be at different locations. We also need notes and history for each of

these contacts on an ongoing basis.

 

How do I do this import? Do I use Groups and Subgroups, or Contacts and Secondary Contacts,

or Company?

 

Which version of ACT should I be using?

 

P.S. I have a sample file available, but do not see how I can attach it.

 
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Importing files to ACT

If you need to keep notes and histories on them individually, you need to make each a seperate contact.

You can make each instituation a Company and the locations to be divisions within the Company.

 

If you have a large number, you might find it's easier to use itImport to do the importing as it can create the companies and locations for you on the fly.