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importing BOTH contacts and companies from Excel to ACT Pro 2013

Nahudson
New Member
Nahudson
Posts: 1
Country: USA

importing BOTH contacts and companies from Excel to ACT Pro 2013

‎02-08-2013 01:54 PM

I am trying to connect my comapnies and contacts together when I do my import from excel but it seems i can only import one or the other. I saw a "company Wizard" for $50 to rectify this but after reading the descript it sounds like i have to manually go in and link them together  in ACT..I have no way of rememebering what conatcts work for what company...Am I missing something here? please help

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Platinum Elite Contributor
ghollister
Posts: 6,537
Country: USA

Re: importing BOTH contacts and companies from Excel to ACT Pro 2013

‎02-11-2013 10:19 AM

Hello nahudson,
Welcome to the Sage ACT! Community. In order for companies to created and linked to contacts automatically with an import, you would need an add-on like Company Wizard. ACT! does not currently do this.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

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