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Re-importing for second contact

New Member
Posts: 1
Country: canada

Re-importing for second contact

Act 2007 (Sage)
 
Using a Excel file to import a large amount of contacts, could not import a 2nd contact (name, e-mail and phone number).
How to re-import and update imported contacts (we did the import with the primary contact info)?
Copper Contributor
Posts: 43
Country: USA

Re: Re-importing for second contact

Hi
 
I am not sure if the import wizard will let you do this.
 
If you have a field or set of fields you can match on (e.g. name and address) then you could use Inaport for ACT! to import the data again, match on the contact, and update the secondary contact fields.
 
Inaport will also let you import into other areas in ACT!, such as history and opportunities.
 
Any questions please ask, or contact us direct on info@inaplex.com.
 
 
Regards
 
David Evans
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Re-importing for second contact

ACT!'s importer can't import secondary contacts.
 
You might post a request for this feature to be considered for a future version here - http://www.act.com/community/feature

Input from this web page goes directly into a database that management has direct access to read, and which they also track and gather statistics on.
 
If you need it, you might also look at itImport, which will do this