12-29-2008 09:27 AM
I have ACT for Workgroups 2009. I have tried various ways to import from a .cvs and .txt file into ACT, into companies but I keep coming up with the same problem. Each imported company shows up as a weird string of alpha-numeric stuff (i.e. Imported Company 180a90ff-0119-4e5b-9640-231a13a0ab27). If I create a Company before I import, the import wizard does not recognize it and creates a new Company (so then I have two). I already checked the import wizard to make sure I have it set to replace existing or create a new record.
The other odd thing about it is, when mapping the fields, I some of the fields are not available to map to, one of them being "Company". PLEASE HELP!!
12-30-2008 11:33 AM
12-30-2008 11:38 AM
Yes I do have a field titled Plan Name, which when I try to map that during the import wizard, Company is not an option (even though Company is a field in the company layout), however I have another field available, which is Plan Name. I map it over, and it still populates the Company field with an odd alpha-numeric entry.
Also one correction from my last entry, I am currently using Premium for Workgroups 2007. We will soon be upgrading to 2009.
12-30-2008 11:39 AM
12-30-2008 11:52 AM
No luck! I already have a field titled Company, so I changed the Plan Name to Companies.
I was told at one point that the import is not recognizing that there is a Company for that particular data, so if I tried to create the Company and then import to it, it may work.
I tried that too. No luck, and it just duplicates the company by creating another one.
Is there something I could change in the Preferences, under Duplication Checking. Right now I have it set as match on "Plan ID" (which is unique to each Company) and that is it.
Also in my Define Fields, I have Plan Name (which is the same as Company) set as a Primary Field - Copy this field when duplicating the record. Company is set up the same way.
12-30-2008 11:57 AM
Company records did not allow duplicates in ACT! 2007. It will only use a "Company" field (must be named that way) - Not "Companies"
This is also whey there is not duplicate checking... it only uses that field and will put the GUID (those characters you see) if it creates a company without the name.
12-30-2008 12:13 PM
Here is a bit more information to give a a better picture.
The file of company data comes into a secure ftp site. From there I save it as a txt file. Then when I open it as a txt file, each line of company data is separated by a blank space (inbetween each new line of company data). This is opposed to the view I am seeing on the ftp site, where there are no spaces inbetween each stran of company data. Does that make a difference?
Each field is surrounded by quotation marks and separated from other fields by commas. The file does not come with a heading line at the top, so I add one, but I do not check the box on the import wizard, so it does not import the first row of data (which is the heading line).
12-30-2008 12:24 PM
12-30-2008 12:36 PM
The file is clean. It is the exact same format as another file we get that I import as contact data, on a daily basis. The only difference is the information. The biggest hurdle I am having is that when I go to import the company data, in the import wizard, when I want to select the field to map the data to, I don't have the Company option to select. This is all pertaining to the new database I am setting up.
I have a main database that we have been using for a long time. I was just comparing those databases with the regular import we do for contact data. I did notice something. In the old main database I have the ability to select Plan Name as a map field. In the new database I do not have the ability to select the Plan Name field as a map field. Do you know why I may have that ability in one database but not in another?