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Mapping Fields During a Custom Import #SageACT

by bwhalen_sage on ‎10-01-2010 11:47 AM (4,507 Views)

Last week’s tip covered how you can create fields during a Custom Import. As you learned previously, the Custom Import type reveals a couple extra options that enable you to:

 

  • Create a new field in Sage ACT! when importing data
  • Map custom source data to target fields in Sage ACT!
  • Modify data merge options to ensure data imports as expected

This week’s tip focuses on mapping custom source data during an import. Custom mapping will be required when the synonym mapping files do not have a matching synonym or field name for the fields being imported. A great feature of the mapping screen is the ability to save your contact map for future use. If you routinely import the same data, you do not have to spend a bunch of time mapping every field; you can just load a previously saved map and cruise through to the finish!

 

Mapping Fields During a Custom Import:

 

 

1.  From within the Custom Import Wizard, on the Contact (Group or Company) Map page you can begin mapping fields:

 

 

2.  In the “Map from this field” column, you will see the source fields to be imported. If they do not automatically match up to an ACT! field in the “To this field” column, you will need to select which ACT! field to import data into.

 

     a.  Click the drop down arrow and select the ACT! field to which data is to be imported.

 

3.  After you have mapped all of your fields, you have several choices available:

 

     a.  Click the Reset or Clear Map buttons to clear your mappings and start over from the default mapping.

     b.  Click the Load Map button to load a previously saved field map.

     c.  Click the Save Map button to save this map for future imports. If your field map has taken some time to piece together, then you will definitely want to save it for future use. The next time you need to import data from this same source, you can use the custom import, and on this screen select the Load Map option to load your saved map. Then you won’t have to do any field mapping and you can click Next to continue the wizard!

 

4.  On the Specify Merge Options page:

 

     a.  To change the default settings for data merge options, click Contact (or Group, or Company).

     b.  Select or clear other options.

     c.  Click Next.

 

5.  On the “Completing Import Wizard” page, click Finish to begin the Import!

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