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Importing

New Member
Posts: 1
Country: USA

Importing

does anyone know how to import "categories" from Outlook to the ACT ID/Status field?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Importing

Hello Tgatti,

Welcome to the Act! Online Community!

 

Unfortunately I'm not aware of a simple way of exporting the list of categories from Outlook (perhaps someone else in the community is aware of a method).  The only way I'm aware of is to export your Outlook contacts to an Excel file and then remove the 'other' fields, leaving only 'categories'.  Of course the export will only include categories that are currently in use.

 

You can then import that list into the 'Contacts ID/Status' drop down list.  For detailed information on importing a list into a drop-down field, visit this article: KB Article 15338.

Greg Martin
Sage
New Member
Posts: 1
Country: USA

Re: Importing Outlook Categories into ACT!

Greetings, ACT! community.  I hope everyone had a good holiday.

 

I see the forum items on this topic are three years old.  With ACT! 2012, is there any way to use custom mapping or something, to import the "Categories" field of my Outlook contacts to ACT?  I have already imported my 1250 contacts from Outlook to ACT!, but am not about to try manually entering 1250 "categories" into ACT! somehow.

 

Thanks,

 

Patrick

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Importing Outlook Categories into ACT!

Hello Patrick,
Welcome to the Sage ACT! Online Community!

The options for importing the Outlook Categories have not changed.
Greg Martin
Sage