11-11-2010 04:24 AM - edited 11-11-2010 04:26 AM
I have data in a csv file (exported from our website). Each row contains an email address, lots of yes/no fields (1 for yes and 0 for no) and a couple of text fields.
I am trying to import this data into ACT 2009 (11), using one test record for trial purposes. I have set duplicate checking preferences to match on email address.
When importing, if I select 'Merge' then the text fields (previously empty) populate but the yes/no tick boxes don't. From research on these boards, I see that is because they already contain data (0). From another post on here I see that I should select 'Replace with source contact' rather than 'Merge'.
This adds the data from the CSV to ACT, however it deletes data in other ACT fields (address etc). I have mapped the data in the csv to fields in ACT. I expected only the fields that have been mapped to be affected. The CSV file does not contain all the fields that are in ACT.
Is there any way I can import this data to yes/no tickboxes without losing data from unmapped fields please?
11-11-2010 06:17 AM
11-11-2010 08:03 AM
11-11-2010 03:42 PM
a perhaps longer way of doing it is to import the yes/no field to one of the userfields (USER1, USER2...USER10...etc)
then do a look up of USER1 = "1" or "YES" (depending on what you have in your .csv file).
Then doing and EDIT | REPLACE on the correct yes/no field.
You'll need to repeat the process for each yes/no field but that might do the job for you.
11-11-2010 04:05 PM
Ben make's a great suggestion, that will work for you.
Also there are other prodcuts that do what you want other then IT import, take a look at the link below, where you can not only find import tools but other usefull tools for ACT! I think you can get Oak merge for $149.00
Some of them also have free trails and depending on how many contacts your trying to import, they may do the trick for you for free.
If they don't just follow Ben's suggestion and you should be able to get the data in.