Thank you for your video it has been helpful. However for some reason when I'm importing into ACT from Excel it only imports some of the records. It imports more if I manually confirm each one but it still does not import all of them. I followed your directions to the T. Any help would be appreciated.
@coatssnare, a difference in ACT! 2011 (v13.x) is that when you choose what type of file you are going to import, instead of choosing simply "text delimited" you're asked to choose whether the file is a .CSV (text - separated by commas) or .TXT (text - separated by tabs).
You'll want to choose Custom more likely than not, so that you can decide what fields to map where.
Of course, this whole procedure is somewhat unnecessary, given that ACT! 2011 allows you to import directly from Excel.
Hi, I found this to be very helpful. Please answer this problem where I got hung up. When I select from ACT what file at 3:39. I do not have text delimited as an option. I do see that I have ACT! Database (13.x) vs the 12.x in the video.
My drop down gives me, outlook, excel, dbase, text by tabs, text by commas.
After this step, my steps take a whole different direction than yours and yours were quite easy to follow. help?
great tutorial! this helped a lot but im still wondering how to move those individual contacts you imported to ACT into a specific group. Is there an option during the import process to insert them into a group instead of just the database?
1.If the contacts from the import are the only ones added today, just do a lookup on Create Date = Today. Of course if you've added other contacts or are working in a DB with other users that's not reliable.
2. The better method is to add an extra column to your Excel file and fill it with X's (or whatever you like) and import that column to an unused field in ACT! then do a lookup on it after import and create the group.
Thank you for your video it has been helpful. However for some reason when I'm importing into ACT from Excel it only imports some of the records. It imports more if I manually confirm each one but it still does not import all of them. I followed your directions to the T. Any help would be appreciated.
1stCutCommunications 2 months ago
@coatssnare, a difference in ACT! 2011 (v13.x) is that when you choose what type of file you are going to import, instead of choosing simply "text delimited" you're asked to choose whether the file is a .CSV (text - separated by commas) or .TXT (text - separated by tabs).
You'll want to choose Custom more likely than not, so that you can decide what fields to map where.
Of course, this whole procedure is somewhat unnecessary, given that ACT! 2011 allows you to import directly from Excel.
HeroTechnical 1 year ago
Hi, I found this to be very helpful. Please answer this problem where I got hung up. When I select from ACT what file at 3:39. I do not have text delimited as an option. I do see that I have ACT! Database (13.x) vs the 12.x in the video.
My drop down gives me, outlook, excel, dbase, text by tabs, text by commas.
After this step, my steps take a whole different direction than yours and yours were quite easy to follow. help?
coatssnare 1 year ago
great tutorial! this helped a lot but im still wondering how to move those individual contacts you imported to ACT into a specific group. Is there an option during the import process to insert them into a group instead of just the database?
Jaytube01 2 years ago
Two techniques to get it done:
1.If the contacts from the import are the only ones added today, just do a lookup on Create Date = Today. Of course if you've added other contacts or are working in a DB with other users that's not reliable.
2. The better method is to add an extra column to your Excel file and fill it with X's (or whatever you like) and import that column to an unused field in ACT! then do a lookup on it after import and create the group.
I'll create a video on #2 next week.
HeroTechnical 2 years ago