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Need Help Figuring Out Best Solution

Astute Commentator
Posts: 40
Country: USA

Need Help Figuring Out Best Solution

[ Edited ]

Alright, so we just switched to ACT 2011 Pro. We have our client database in it, and we also have a client database in excel. For some reason the excel database is more detailed then in our act fields.

 

For example, a husband and wife client in ACT are filed in one entry. In Excel, they are filed as separe people, and also have more info, such as SSNs. What is the best way to import all the excel data on clients into their act contacts without too much of a mess?

 

 

Thanks so much