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Fast Tip Friday: Not So Typical Imports #SageACT

by bwhalen_sage on ‎09-17-2010 09:24 AM (542 Views)

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Sage ACT! 2011 has an improved Import function that streamlines most import operations and saves you a bunch of time. Maybe you receive your leads in Microsoft Excel, comma or tab separated value files, or you routinely export data from another program and then import that data. Sage ACT! 2011 includes a new “Typical” import option that enables you to directly import these files with little or no modification to the source data. How, you ask? Synonym files… these are clever files that include many common field labels that may be different from the native Sage ACT! field labels. During a Typical Import, Sage ACT! consults the synonym mapping file to figure out which source data field corresponds to the destination data field. The result is a quicker import (no more custom field mapping), and your data ends up where it belongs in Sage ACT! See below for more information on how to perform a Typical Import of Microsoft Excel data!

 

To Perform a Typical Import of Excel Data:

 

1.  Create or open a database

 

 

2.  Verify you have enabled duplicate checking

          a.  Form the Tools menu, click Preferences…

          b.  Select the Admin tab

          c.  Click the Duplicate Checking… button

          d.  Specify the “Record Type” and “Duplicate Match Settings” criteria. An imported record is only considered a duplicate if it matches on all specified criteria.

3.  From the File menu, click Import.

4.  On the “Welcome to the Import Wizard” page, click Next.

5.  On the “Specify source” page:

 

 

 

          a.  From the “What type of file do you want to import?” list, select Excel

          b.  In the “File name and location” field, enter the location and file name of the source, or click Browse to locate the file and then click Open.

          c.  Click Next.

6.  On the “Specify record types” page:

          a.  Select Contact records or Company records as appropriate for the type of data you are importing.

          b.  Click Next.

7.  On the Import Type page keep the default option of Typical import.

 

 

 

8.  Click Next.

9.  On the “Completing Import Wizard” page, click Finish to start importing the data!

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