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importing BOTH contacts and companies from Excel to ACT Pro 2013

New Member
Posts: 1
Country: USA

importing BOTH contacts and companies from Excel to ACT Pro 2013

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

Platinum Elite Contributor
Posts: 6,537
Country: USA

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

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.