07-29-2008 09:16 AM
08-05-2008 12:11 PM
If you are importing in the .csv file, then the file needs to contain a contact name in addition to the unique id number. If the file you receive includes the contact name, then you can delete all other columns from the sheet except the contact and the id number.
Make sure you have turned on Duplicate Checking in the database (under Tools/Preferences/General/Duplicate Checking) and that Contact is the main field to check duplicates on. When you import the .csv file, make sure you click the Contact Merge Options button during the import wizard and choose Merge for the action when a duplicate name exists. This update the id field on any contacts that exist both in the .csv and and in your database.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.