Community
Showing results for 
Search instead for 
Do you mean 
Reply

import outlook catagories into ACT 2009

New Member
Posts: 8
Country: United States

import outlook catagories into ACT 2009

Is there a simple way to import catagories inot act 2009?  everything else came over easy.  My work around is to

 

export to csv from Outlook

Create Map in ACT to map the category to cust id

 

Thanks for your help.

New Member
Posts: 8
Country: United States

Re: import outlook catagories into ACT 2009

ok here is an update, I imported from outlook everyting went great except for the catagories.

I exported from outlook to a csv file

created a map in Act for the import 

did a merge with contacts

 

IT worked.

 

I want to shorten the process if possible.