07-16-2009 08:43 AM
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?
07-16-2009 01:54 PM
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
07-18-2009 05:58 AM
As per this ACT! Knowledge Base article -
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:
07-20-2009 07:46 AM
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.
07-20-2009 11:35 AM