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customize data import from spreadsheet to ACT! 2009

New Member
Posts: 3
Country: United States

customize data import from spreadsheet to ACT! 2009

Our company is currently using ACT! 6 and we are thinking about upgrade it to ACT! 2009. But we want to make sure our several products and order related spreadsheets files (excel, lotus, openoffice) can be imported into ACT!. Does ACT! 2009 support user defined database and fields besides contacts and group record type, especailly for products and order records? 

If yes, where can I find how? If not, any other idea about how to get the data in?

 

Does anyone know any info about it? Thanks in advance.

Moderator
Posts: 4,395
Country: USA

Re: customize data import from spreadsheet to ACT! 2009

ACT! has the option to import from Outlook, DBF and text delimited files (cvs/txt) as contacts, groups or companies.

 

I would consider that you contact a local ACT! Certified Consultant to help you through the migration process.

 

ACT! Certified Consultants offer a wide variety of services. This exclusive group of trained entrepreneurs can provide guidance on everything from your initial setup through customizing ACT! to meet your specific needs.

Other services include:
- Software sales
- On-site installation and support services for software, hardware, and networks
- Product training by SBDCC certified instructors
- Industry expertise in sales and database processes

http://www.act.com/partners/acc/find/index.cfm

New Member
Posts: 3
Country: United States

Re: customize data import from spreadsheet to ACT! 2009

Thank you!
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: customize data import from spreadsheet to ACT! 2009

New Member
Posts: 3
Country: United States

Re: customize data import from spreadsheet to ACT! 2009

Thanks!