Do you have a template of fields I can use when importing data from Microsoft Excel to Act!?
Product Family: Act!
Product: Act! Pro, Act! Premium
Version: 2005 and later
We do not have a template as this would be different for every user depending on the fields in your database and the data you wish to import. However, it is possible to create a template using the method below that would be specific to your database:
- Click Lookup & All Contacts
- Click Tools & Customise & Customise Columns
- Add all the fields on the left to the section on the right by clicking the Double arrow button, then click OK
- Click Tools & Export to Excel
This will launch an Excel document with a list of your contacts to show how the data should be formatted for import. You can delete all the data from the Excel spreadsheet except Row 1, as this contains the field names and this will give you a template with the database fields in it.
If there are fields missing from the database, you can create them in Define Fields. For more information, refer to the following knowledgebase article:
How to create and manage database fields in Act!