Question: How do I get my Act! in the Cloud database set up after signing up for the service?
Product:
Product Family: Act!
Product: Act! in the Cloud
NOTE: If you access your Act! database by going to the URL https://my.act.com/ then please see the following article instead:
How Do I Work With Multiple Databases When Using Single Sign-On?
Answer:
When you sign up for an Act! in the Cloud account, an empty database is automatically created for you. However, if you used Act! prior to signing up for Act! in the Cloud, or if you have your contacts in a spreadsheet, you can migrate this data over to your new Act! in the Cloud account instead of starting from scratch. For instructions on uploading your data to have it migrated into your data into Act! in the Cloud account, select the option below that best fits your scenario:
I have an existing Act! database I would like to upload
Note: If your database backup file fails after several attempts, please get in touch with the support team who will assist you (see the
Contact Us section at the top of the page).
- Ensure that you have created a backup of the database to be used as the upload file. For information on creating a backup of the database, refer to the following knowledgebase article:
How to back up and restore an Act! database
Answer ID How to back up and restore an Act! database
- In the Welcome Email you received after signing up, click Migrate existing data
- Ensure that the option to Upload an Act! Database is selected, then click Browse (for Internet Explorer) or Choose File (for Chrome)
- Browse to and select the Act! database backup *.zip file, then click Open
- Enter the Database UserName, Database Password, and (if applicable) the Backup File Password. Please make sure to enter an Act! Administrator username and password. If you did not enter a password for the Backup File when you were in the process of creating the backup, leave this field blank on the upload form.
Note: When you provide an Act! backup for upload it will be created as an additional database on your site.
- In order to be notified when your database has been uploaded successfully, provide 1 or 2 email addresses to receive a notification email.
- Click Upload
- Once successful, you will receive an email notifying you as long as you entered an email address as mentioned above.
- If there has been a problem with the upload, you will instead receive an email advising you that the upload was unsuccessful. In this circumstance your email will have three links:
Resend Credentials: In the vast majority of cases the problem is caused by incorrect credentials. Clicking this link allows you to re-enter your Act! username and password.
Upload my database: This option allows you to try the upload again from scratch. For example, perhaps you have another backup file that you wish to use instead.
Log in: If you wish to simply log back into your Act! database, use this option.
I do not have an existing Act! database. I would like to upload a spreadsheet.
- In the Welcome Email you received after signing up, click Migrate existing data
- Click the option to Upload a Spreadsheet, then click Browse
- Browse to and select your spreadsheet, then click Open
- Enter any special instructions into the Special Instructions field
Note: If you entered any data into the blank database that was provided prior to uploading data, any uploaded data will overwrite the existing data unless you make a note in the Special Instructions field that specifically requests that the data is merged.
- Click Upload
If you would like to learn more about how you can get started using your Act! in the Cloud database once it is ready for you to use, refer to the following knowledgebase article for more information:
How to get started successfully with Act! in the Cloud
