08-24-2016 07:36 AM
Act pro 17
I pulled contacts from Reference USA and I am trying to make mailing labels.
I have an csv. file from which I am mapping.
The csv. file has first name and last name separated.
Question: Is there a way map first and last name on the same line for mailing labels?
08-24-2016 07:52 AM
08-24-2016 08:43 AM
I go to:
Text - separated by commas
Choose the csv. file to import
Map from this field "shows first and last names on separate lines
Question: Map to this field on right, what do I enter in drop down box for first name and then last name?
08-24-2016 08:45 AM
08-24-2016 09:00 AM
The default label templates in ACT! use the first and last name fields rather than the contact field. A custom label template can be designed to use either the contact field or the separate first and last name fields.
08-25-2016 05:18 AM
Yes the names i am importing are in two fields First Name and Last Name.
I match on left side csv import Company, First Name, Last Name, Address, City, State, Zip Code.
I then hit save map and name it.
I then load that saved map and import.
All Companies go to act.
No Contact, first or last name goes into act.
No Address goes into act.
Some but not all cities go into act.
All the states go into act.
All the zip codes go into act
08-25-2016 05:30 AM
08-25-2016 07:05 AM
Yes I am hitting the contact option.
I followed these steps below and are still getting blanks in act contact.
I am changing the left side (csv) to first name instead of executive first name and the same with last name with still no sucess.
Important note regarding mapping contact names:
If you are intending to map to the Contact name field in ACT!, but your file is formatted to list contacts by First Name and Last Name in separate columns, you can map to the First Name and Last Name fields in ACT! during the mapping process, and the Contact field in ACT! will be populated automatically with the data from both of these fields. To do this, you must name the columns in your file exactly as "First Name" and "Last Name", so that they will be automatically matched during the mapping process. This same rule applies to "Middle Name", "Name Prefix" (Mr., Mrs, Dr.,etc), and "Name Suffix" (PhD, Jr., Sr., etc.).
08-25-2016 07:30 AM
How old is your database?
There could be some inconsistencies with First Name and Last Name fields. If you could attach your field list, we can look into it a little further.
To generate your field list, run Actdiag > Databases > Database List > Right-click your database > Database Reports, then select Field List to CSV.
It would also be worth attaching the .map file that you saved when configuring your import map.
08-26-2016 06:15 AM
This process was unsuccessful. (To generate your field list, run Actdiag > Databases > Database List > Right-click your database > Database Reports, then select Field List to CSV.)
The data bases are new from Reference USA.
see these two pictures of them.
I attached them in pictures in this return post.