How to import contacts via comma delimited (CSV) file into Act! Premium (access via web) or Act! Premium Cloud

Question:  How do I import contacts via comma delimited (CSV) file into Act! Premium (access via web)?
 
Product: 
Product Family:  Act!
Product:  Act! Premium (access via web), Act! Premium Cloud
Version: v17 and higher
 

---

Answer: 
 
You can import contacts via comma delimited (CSV) file through Act! Premium (Web) by following the steps below:

Note: Importing CSVs through Act! Premium (access via web) does not create new fields. If your CSV file contains fields that do not exist in your database, you must create those fields first, then import into the database. For more information, refer to the following knowledgebase article:

How to create and manage database fields in Act!

1. Go to Tools > Import…
2. In the Welcome to Import window, click Next.
3. In the Specify Source File window, click Browse… and an Open dialog box appears.
4. Navigate to file you want to import, click Open > Next.
5. In the Import Type window, you will be prompted to select Typical or Custom import.

 
Typical import – uses default field settings. Use the steps below to accomplish a typical import.
 

1. In the Import Type window, select Typical and click Next.
2. In the Confirm Import window, click Import.
3. The Import Complete window will appear, click Finish.
4. Verify that contacts have been imported.

 
Custom import – Allows you to change the field mapping. This option is best if you want to change field mapping or the way data is merged into Act!. Use the steps below to accomplish a custom import.
 

1. In the Import Type window, select Custom and click Next.
2. In the Specifiy Import Options window, you have an option to import the first record or not. Select the applicable radio button and click Next.
3. The Contact Map window will appear, the Map from this field column represents the fields in the file (source) you are importing. The To this field column represents the fields in the Act! database.
4. Complete the mapping by ensuring the To this field column has an entry for each field that you wish to receive data into.

Note: If a field is not mapped in the To this field column, any data in the source field will not be imported into the Act! database.
 

1. When finished, click Next.
2. In the Specify Merge Options window, select the applicable merge options for the source records and click Next.
3. In the Confirm Import window, click Import.
4. The Import Complete window will appear, click Finish.
5. Verify that contacts have been imported.