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ACT By Sage 2010 Tutorial – Importing data into ACT 2010

ACT By Sage 2010 Training Tutorials – The most fantastic ACT resource on the web – Step By Step Tutorials, videos, audios, advice and a whole host of value – www.act-2010.co.uk

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I’ve just uploaded yet another very valuable tutorial showing you different ways of importing data into ACT 2010

Enjoy!!! 

http://www.youtube.com/watch?v=sgvShnSpR8M

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  1. Jim
    18/04/2010 at 3:20 AM

    in act 2010 can you import certain fields from outside act into existing act contacts? i know how to import new contacts using import function from csv files, but i want just fill in certain fields in existing contacts.

    thanks

    • 19/04/2010 at 9:12 AM

      Hi Jim

      The answer to your question is yes.

      Firstly you need to turn on duplicate checking and define what you determine as a duplicate (Tools, Preferences, Duplicate Checking)

      Then, go through the normal text delimited import routine until you get to step 7 of the 8 step wizard which allows you to determine your merge options

      The setting you want to define is the one at the top of the left hand section (If source records match destimation records), on the Contact records setting, make sure that is set to merge

      One other point that you need to be aware of is that if you’re importing a lot of records, make sure the tick box at the bottom of that screen is unticked (confirm each match) otherwise it will prompt you to confirm every record merge which will be extremely tedious

      And that’s it.

      Please be kind enough to come back and post any positive comments relating to these instructions as it will help build a great educational site for all ACT users

  2. 19/04/2010 at 10:09 AM

    (If source records match destination records),
    So I guess this presupposes I have to install the new version besides the old one, then modify the fields in the new version so that they will match with the old version. And then import the contacts of the old vesion into the new one.
    Is this what I should do?
    Henri

    • 19/04/2010 at 10:40 AM

      Henri, you could do that but if you follow the instructions I suggested for upgrading to ACT 6 first, then onto ACT 2010, the conversion process should copy all your existing fields into the new program.

      However, I have experienced some issues when doing this process so all I would say is make sure you’ve got good backups. That said, you can run ACT 2000 and v6 alongside ACT 2010 so you shouldn’t have any problems with regard to losing data

      Follow my original recommendations and you should be OK and then once your data is in the new version, then you can do the seperate import

      Hope this helps

  3. 19/04/2010 at 10:49 AM

    Am I right?

    • 19/04/2010 at 11:07 AM

      Henri, I don’t understand your question. I thought I had answered it above. Please advise

  4. 19/04/2010 at 11:10 AM

    Yeah, you did (answer)
    I wasn’t sure I was on the “notify me” list
    Now I am

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