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Mass upload in to notes or history for companies

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Copper Contributor
Posts: 9
Country: United Kingdom
Accepted Solution

Mass upload in to notes or history for companies

Hi,

 

Hopefully someone can help me on this one too. I have been given a spreadsheet by one of my Telesales Executives who has been attempting to contact a number of companies I sent to him on a spreadsheet (he doesn't have ACT and works from home). He has sent me back the spreadsheet with comments he's found from his phone calls.

 

Now, I want to upload those comments in to ACT attached to the respective companies - either in the notes or history record. Note these are COMPANIES he's phoned, not contacts specifically.

 

Without manually copy/pasting 100 or more records, there doesnt seem to be an easy way of uploading the comments in to ACT.

 

Could someone help please?

 

Thanks!


Accepted Solutions
Solution
Accepted by topic author PIMSSDataSystemsLtd
‎09-25-2015 03:20 AM
Bronze Elite Contributor
Posts: 2,546
Country: New_Zealand

Re: Mass upload in to notes or history for companies

itImport and similar importing products are expensive and not needed to perform the task as you describe it.

 

You say you have about 100 records that need importing as Company. The best way is as follows:

1. Firstly choose from Company List view in ACT!,  those records that are required by your Telesales Executive.

2. Export them through the ACT! one-click export to Excel.

3. Create an additional column called Memo in the exported spreadsheet. This is where the new data will be recorded for each record (History).

4. Create a memo type field under Company in ACT!, this is the target field for the import from Excel, have this field Generate History by default in field definitions.

5. On completion of data entry in Excel, save it as a .csv file.

6. Import from the .csv file into ACT! Companies, mapping the Memo column to the Memo field in ACT! ( ensure the duplicate check is appropriate for Companies)

7. Carry out the import process and you will see the data has not yet generated history (writing to the History Tab in ACT!)

8. Since you only have 100 records you can easily click from record to record and add a space character to the end of the data in the Memo field, this will force the write to ACT! history.

 

Hope that helps.      

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


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All Replies
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Mass upload in to notes or history for companies

The ability to import data directly from a .csv or .txt file into an ACT! Note is only available when importing into Contact records, not Company records. To add import data to a Contact's notes, you would map the "Add to ACT! Note" field during the import. There is no method for either type of record for importing directly into History.

 

Another option is to create a Memo-type Company field, add it to your Company layout, and import the notes into there. This, however would not add the data to the Notes or History tabs.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Mass upload in to notes or history for companies

Solution
Accepted by topic author PIMSSDataSystemsLtd
‎09-25-2015 03:20 AM
Bronze Elite Contributor
Posts: 2,546
Country: New_Zealand

Re: Mass upload in to notes or history for companies

itImport and similar importing products are expensive and not needed to perform the task as you describe it.

 

You say you have about 100 records that need importing as Company. The best way is as follows:

1. Firstly choose from Company List view in ACT!,  those records that are required by your Telesales Executive.

2. Export them through the ACT! one-click export to Excel.

3. Create an additional column called Memo in the exported spreadsheet. This is where the new data will be recorded for each record (History).

4. Create a memo type field under Company in ACT!, this is the target field for the import from Excel, have this field Generate History by default in field definitions.

5. On completion of data entry in Excel, save it as a .csv file.

6. Import from the .csv file into ACT! Companies, mapping the Memo column to the Memo field in ACT! ( ensure the duplicate check is appropriate for Companies)

7. Carry out the import process and you will see the data has not yet generated history (writing to the History Tab in ACT!)

8. Since you only have 100 records you can easily click from record to record and add a space character to the end of the data in the Memo field, this will force the write to ACT! history.

 

Hope that helps.      

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