05-20-2008 08:25 PM
So our company uses a sql database and gives us weekly reports outputted in a comma or tab delimeted file.
I need to update a balance due field, so need to figure out how to just update that filed not enter duplicate names every week.
My layout is pretty simple with 4 fields being contact (first,last), customer id, balance due.
If I import all the fields will it creat duplicates or can I ask it to match a name and jsut update the 4th field?
05-20-2008 09:21 PM
You should have a look at itImport to do field level merges. ACT! only has the option to replace the field.
On that page, only the Advanced version is avalable for ACT! 2006. If you upgrade to ACT! 2008, you have the choice of the cheaper Basic version to do it the way you're doing, or the Pro version, which can read directly from the SQL data and not need the weekly reports.
With both of those, you can also get the Service Module option, which will run it automatically (daily, weekly, etc) and do all the work without user interaction
05-20-2008 09:49 PM
Ive alsway had rtouble using both forst and last name fields when doing imports. Using Contact has always worked for me. in your example, my excel spreadsheet would have 3 columns, contact, customer id, blance due. This is exported into a comma sep file.
i had a couple issues at first tweaking the settings to get the merge to work correctly bit it didnt take long to get it wrking smoothly. my biggest isse was using first and last name seperatelty in excel. Im sure someone more experienced here can help more but these are the steps iwent thrugh to get it to work. The important thing is to gert the merge function set up right, thats how you can avoid duplicate contacts.
Anyone else with a clearer explaination? or better way to use the import wizard with first and last name fields?
05-22-2008 12:17 PM