02-02-2012 10:15 AM
I saved my Excel file as a csv file and imported it into my ACT! database. Only about half of the material was saved in the database. All of my fields with currency information did not import. Instead, act placed a $0.00. amount in the field. I changed the csv file to just numbers but this didn't help. I changed the field type in act from currency to character and I still cannot import them. I'm not sure what's going on. Any help would be appreciated.
02-06-2012 04:52 PM
You could try one of the Import AddOns - ImportIT - http://www.actaddons.com/products/2005/crm_importit_standard.asp or OakMerge - http://www.actaddons.com/products/2005/oakmerge.asp.
Both have free trials but be sure to look at the comparison charts of the various versions to get what you need.
02-07-2012 07:48 AM
Thank you for the response. I'm looking for a long term solution that doesn't cost money. It seems to me that there isn't any reason that I shouldn't be able to import everything the way I want to as this has always worked for me in the past. I don't understand why it isn't working properly.