Community
Showing results for 
Search instead for 
Do you mean 
Reply

Map CSV fields to existing contact fields and create new call list.

Tuned Listener
Posts: 15
Country: United States

Map CSV fields to existing contact fields and create new call list.

Our accountant has given us a list he made in Excel from data he extracted from quickbooks.  There are (4) columns.  Date, Company Name, Amount of Material, Dollar Amount.

 

I would like to merge this data with the existing customer records.  What's the best way to go about this?

 

TIA!!!!!

Tuned Listener
Posts: 15
Country: United States

Re: Map CSV fields to existing contact fields and create new call list.

Well...I have tried it a few different ways now and what happens is that I end up with a new contact.  So I have (2) contacts for the same company.

 

I just want to add in some notes...I mapped them to user 1, user 2, user 3 etc...the data is there but under a new contact...I want to add data to those user fields for an existing contact.

 

I hope that makes sense to somebody.

 

Thanks for the help in advance Smiley Happy

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Map CSV fields to existing contact fields and create new call list.

As per this ACT! Knowledge Base article -

http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1520...

 

You can add the data to contacts only if the fields are empty:

Merge - Imports data only into fields that are blank in the destination record

 

If you want to regularly bring updates in this way, you'll need an add-on such as itImport

 

To see some of the options for importing and exporting from ACT!, see the presentation on this post:

http://blog.glcomputing.com.au/2009/07/connecting-to-act-by-sage-data.html

Tuned Listener
Posts: 15
Country: United States

Re: Map CSV fields to existing contact fields and create new call list.

Thanks Mike. I did search the knowledge base and followed all the steps in the article I found there with no success.  That's why I'm so confused.

 

So...in order for ACT! to know where to put the data...one of the fields in my imported CSV is the company name...which should allow it to add the data to the proper record right?  If I use the merge function...it will see - company name is a duplicate...don't change...user 1 is new...update....user 2 new...update...user 3 new...update etc ya?

 

I will have a look at that presentation. 

Thanks again for the help.

Bronze Elite Contributor
Posts: 2,546
Country: New_Zealand

Re: Map CSV fields to existing contact fields and create new call list.

Which version of ACT!?

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Tuned Listener
Posts: 15
Country: United States

Re: Map CSV fields to existing contact fields and create new call list.

Version  11.1.183.0 thanks!
Bronze Elite Contributor
Posts: 2,546
Country: New_Zealand

Re: Map CSV fields to existing contact fields and create new call list.

Hmm...should work unless there are issues with control characters in the source spreadsheet. I would manually create a new spreadsheet with say 10 rows of data and try that. If that does not work lookup say 10 records in ACT! in list view, export to Excel, add your data for each of the 10 records in additional columns then try the process again.

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Tuned Listener
Posts: 15
Country: United States

Re: Map CSV fields to existing contact fields and create new call list.

Thanks...I'll give that a try when I have some time.  I appreciate the help.