How to import data into a custom table

Question: How do I import data into a custom table?
 
Product Details: 
Product Family: Act!
Product: Act! Premium Plus (desktop version only)
Version: v20.1
 
 

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Answer: 
 
Note: It is strongly recommended that you create a backup of the database prior to proceeding with the steps below. For information on creating a backup of your database, refer to the following knowledgebase article:
 
How to back up and restore an Act! database

 
 
You can import data from a Microsoft Excel spreadsheet or CSV file into a custom table. To do this:
 

1. Click Custom Tables > Data Import > Import From Spreadsheet
2. On the Select source file screen, click the browse button to browse to and select the file you wish to import, then click Next
3. On the Destination Entity screen, select the custom table you wish to import to, then click Next
4. On the Map Entity Fields screen, if the file you are trying to import contains fields that can be used to link the records to an Act! entity (a contact, a company, etc.), select and map them, then click Next
   
   Note: If no mappings are defined, the records will be imported under the currently logged in user’s contact record
    
5. On the Map Custom Table Fields screen, map the Import Field fields to the custom table fields
6. If necessary, select fields to enable duplicate checking for by checking the box in the Duplicate Check column next to each required field, then click Next
7. On the Duplicate Check Settings screen, select whether to Overwrite, Overwrite if field is blank, or Do not overwrite, then click Next
8. Click Next again to import the records into the database, then click Next again when instructed to
9. Click Finish at the end of the wizard