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Importing of Documents

Copper Contributor
Posts: 15
Country: United States

Importing of Documents

Quarterly we run reports from another piece of software.  They are saved as PDF files.  We'd like to be able to import all documents at one time.  Currently we have to import one document at a time and attach it to the specific contact.  Any suggestions?
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Importing of Documents

itImport - http://www.glcomputing.com.au/main/57/1 (Advanced or Professional)

 

You need a CSV or Excel file with fields to match the records in ACT! and for the fields and Path to the document.

Copper Contributor
Posts: 43
Country: USA

Re: Importing of Documents

Hi

 

You might also want to consider Inaport for ACT from us. As with itImport, you will need to create a data source (Excel, text, Access, SQL Server, ...) that lists the full path to the files. Perhaps your external process can create a table during the report generation?

 

Alternatively, Inaport can also query most data sources directly - you may be able to import the information directly.

 

More information from our web site, or contact info@inaplex.com

 

Regards

 

David Evans

InaPlex - CRM Integration