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merging data into contacts

New Member
Posts: 6
Country: USA

merging data into contacts

Anyone,

I've done this before, adding data to fields for current contacts.

It just doesnt seem to want to do it, I am adding data to USER Fields that I have customized.

What field does Act look at to merge data.

I have an Excel file with First, middel, last name, a unique identifier, and 3 new user data fields that I only want to add the new user field data to existing contacts.

What am I missing. I DO NOT want dups of these contacts, only the data in the new fields.

Thx,
AB

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: merging data into contacts

The merge will only work if the merge fields are empty in the database. If you want to do a merge that updates the data in fields then you will need a third party utility like Oakmerge.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 6
Country: USA

Re: merging data into contacts

Roy,

Thanks for the OAkMerge tip.

But the fields are empty.

The question is:

when I do the custom merge match thing- do I only match the fields that are empty?

Does thew system assume I'm matching the same names from both lists without telling it?

AB

 

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: merging data into contacts

Frankly I've never tried to use the merge in the ACT! program, I've always used Oakmerge because it's so much better. Sorry I can't really help.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Super Contributor
Posts: 1,679
Country: Australia

Re: merging data into contacts

Same as Roy, I use OakMerge. Love it.

Copper Elite Contributor
Posts: 219
Country: Canada

Re: merging data into contacts

You need to make sure that your Duplicate Checking fields create a match. The additional information to be added to the record needs to be mapped to the appropriate fields. The easiest way to do this is simply to use the column names matching your Act fields (for example, User 1, User 2, etc.)  It works great.

Mark Rogers
Act! v16 HF5, Office 365 SBP