Question: How do I export database users from one database to another?
Product Details:
Product Family: Act!
Product: Act! Pro, Act! Premium
Version: 2010 and later
Answer:
Important Note: Before proceeding with the steps in this article, it is strongly recommended that you create a backup of both the source and the destination databases. For information on creating backups, refer to the following knowledgebase article:
How to back up and restore an Act! database
Product Details:
Product Family: Act!
Product: Act! Pro, Act! Premium
Version: 2010 and later
Answer:
Important Note: Before proceeding with the steps in this article, it is strongly recommended that you create a backup of both the source and the destination databases. For information on creating backups, refer to the following knowledgebase article:
How to back up and restore an Act! database
- Login to the source database
- Click Lookup > Other Fields…
- Under Field, choose Is User
- Under Operator, choose Equal To (=)
- Under Value, choose True
- Click OK
- Click File > Export…
- In the Export Wizard Welcome screen, click next
- On the Specify Destination page, ensure Act! Database is chosen
- Click Browse…, then browse to the destination database, select it, then click Open
- Enter the Admin or Manager User Name and Password for the destination database, then click Next
- Under “What kind of records would you like to export?”, select Contact records
- Under “Which records do you want to export?”, select Current lookup
- Click Next
- In the Contact Map screen, compare the “Map this Field” column on the left with the “To this Field” column on the right
- If any rows do not have the same field on the left as the right, click the right field, then click the drop-down to select the correct field from the list for each field that is missing from the right column
Note: You can only map a field to one other field. Selecting the field again in this list will blank or remove the first selection. Leaving a field blank on the right column will result in data from the corresponding source field not getting imported
- Click Next
Note: If you chose more than one option in step 7, you will have the mapping dialog box for each option you chose.
- On the Specify Merge Options screen, click Contact…
- Under If source records match destination records, click the first drop-down on the list and choose what you wish to do for that type of record:
- Replace with newest
- Merge
- Replace with Source
- Do not change
- Replace with newest
- Repeat step 19 for additional drop-downs in this list as needed
- Under If source records do not match destination records, click the first drop-down and choose what you wish to do with that type of record:
- Add
- Do not add
- Add
- Repeat step 21 for additional drop-downs in this list
- Click OK, then click next
- Click finish to begin the export
- If desired, change the following settings:
- Include attachments
- Confirm each match
- Include other user’s public activities
- Include attachments
- Click Next, then click Finish to begin the export
- Once the export has finished log into the destination database
- Click Tools > Manage Users…
- Create new users from the Contact records of the users from the source database. For information on creating users, refer to the following knowlegbase article:
How to create and manage database Users in Act!