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Fast Tip Friday: Streamlining the Export of Data #SageACT

by bwhalen_sage on ‎05-18-2012 09:09 AM (1,557 Views)

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Sage ACT! can store vast amounts of data, and many of you have customized the fields in your database to store business/industry specific data. Often you want to output that data so you can filter, sort, rearrange, and even share that data. If you have a variety of data sets that you would like to export and manipulate, you can use the Save Map feature in the Export wizard to streamline the export of various data sets. Here’s how!

 

Saving Data Maps for Streamlined Exports


When you export data from Sage ACT!, you have the option to map specific fields of data to export. Saving one or more maps enables you to quickly export the exact data you want to work with, saving you time and effort!


To Export Data and Save Your Map:

 

1. In Sage ACT!, click File > Export.

 

2. On the “Specify Destination” page:

  • Select Text Delimited as the file type to export.
  • Click Browse to select the export folder and/or filename.
  • Click Next.

 

3. On the “Specify record type(s) page:

  • Select either Contact/Group/Company Records.
  • Select which records to export, either the Current record, Current lookup or All records.
  • Click Next.

4. On the “Specify Export Options” page:

  • Select either Comma or Tab as the field separator. Either will be able to be opened in Microsoft Excel.
  • If you do not want to export field names, then clear the Yes, export field names box.
  • Click Next.

5. On the Contact Map page:

 

 

  • In the “Field Name” list, select the field name and order in which you would like fields exported.

  • If you would like to remove any field, select it, and then click the Remove Field button.

  • If you need to add more fields, select the field in the list where you would like to insert the new field, and then click Insert Field. An empty field will be inserted above your selection. Click the drop-down arrow to select the new field to insert in this position.

  • If you need to start fresh, click Reset and the field list will be restored to the original, alphabetically ordered field list.

  • To start adding fields from scratch, click Clear Map and all fields are removed.

  • To save your map so that you do not have to Insert/Remove fields the next time you export data, click Save Map. Browse to the folder in which you want to save the map, name it, and click Save.

  • Next time you want to export data, complete the wizard up to this page, and then click Load Map. Browse to the folder in which you saved the map, select it, and click Open.

  • Click Next.

6. On the “Completing Export Wizard” page, review your settings and click Finish.


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