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Updating data using import for ACT! 2012

New Member
Posts: 53
Country: United States

Updating data using import for ACT! 2012

Hello,

 

I'd like to update my ACT data matching on EMAIL FIELD ONLY using .xlsx import - if there is a match, then replace with source, if there is no match then add (or skip depending on the situation). Is this possible?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Updating data using import for ACT! 2012

Here is an article with instructions and options for the Import process: KB Article 26828

 

You will see the replace/merge/'do nothing' options in Step 6.

 

Note: Always create a backup of the database before performing an import (File > Backup > Database).

Greg Martin
Sage
New Member
Posts: 53
Country: United States

Re: Updating data using import for ACT! 2012

Thanks Greg.