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Lookup contacts based on data from spreadsheet?

Copper Contributor
Posts: 14
Country: USA

Lookup contacts based on data from spreadsheet?

Is there any way to create a lookup of a contact based on a field in a spreadsheet?  For example, I have a list of over 1000 dealers in ACT (with dealer codes) and I have an Excel spreadsheet with the dealer code of all the dealers that have participated in a program.  I would like to make a group based on those that have participated in the program. 
 
Can I have ACT lookup only those contacts that have the same dealer code as those in my spreadsheet?  Or do I have to somehow export the entire database to Excel and do it there?
 
Thanks.
Copper Contributor
Posts: 14
Country: USA

Re: Lookup contacts based on data from spreadsheet?

Anyone?
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Lookup contacts based on data from spreadsheet?

You could use the add-on itImport to update a field (or add the contact to a group) based in an excel field
 
You can export to Excel from the Contact List
Nickel Super Contributor
Posts: 584
Country: USA

Re: Lookup contacts based on data from spreadsheet?

Hi,

I want to make sure I understand your question.

Are the dealer codes in both your ACT database and the Excel spreadsheet?

If they are, you can do a look up on the ACT field that has the dealer code.

You would go to Lookup / Other Fields and select the field with the dealer code in it.
Once you have done that, you can enter any value you select.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Lookup contacts based on data from spreadsheet?

Amanda,
 
I think he wants a Group or Lookup of all the dealer codes in the spreadsheet, not one at a time. which would take quite a while in Advanced Lookup and not be a good idea if he wants to do this regualrly
Nickel Super Contributor
Posts: 441
Country: UK

Re: Lookup contacts based on data from spreadsheet?

This could be achieved via an addon quite easily
 
Tom
Rowcol Solutions
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Lookup contacts based on data from spreadsheet?

Indeed.
 
itImport can do it, as I suggested... based on a field in the Excel data, it can set a field in the contact for using in a Lookup or add them to a specific Group