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importing Excel spreadsheet into ACT, Need some help?!

Copper Contributor
Posts: 35
Country: United_Kingdom

importing Excel spreadsheet into ACT, Need some help?!

Hi,

 

I'm really hoping someone can help me my boss has given me the task of importing an excel document into Act.

 

I have imported it through the contact and company option, however with the e-mail field on the contact record its blank 

with no email address?? I dont know why this would be I have the email address within my spreadsheet, so why wont they import straight into ACT, am I doing something wrong?

 

Can someone please help, I urgently need this doing..... Thanks in advance

Administrator
Posts: 4,024
Country: United_Kingdom

Re: importing Excel spreadsheet into ACT, Need some help?!

Hi Rachel,
Have you tired using a custom import to check the email address in the spreadsheet is being mapped to the correct E-Mail field?

There are a couple videos that show spreadsheet preparation and using the import feature in our training library here - http://training-act.com/act/act-lib-prem/en-us/Launch.html
Click on the Importing Data section in the left sidebar. The videos only show typical imports, but if you select custom import you will be able to map each individual field.