About importing and exporting list values

ACT! Premium Web 2005 Server

A file containing data where individual field values are separated by a character, such as a comma or a tab

About importing and exporting list values

When you create or modify a field, you can define it as a drop-down field that includes a list of values. You can add lists to the field manually or import them into the field from another file, program, or ACT! database. To import lists, you must create a delimited text file.

You can also export lists from ACT! into a text file for use in word-processing documents, another ACT! database, or other programs, such as Microsoft Excel.

For example, when you create an opportunity, you enter the name of your product or service; the type of product, service, or sale; and any competitors. If you have a list of products, sales types, or competitors from another ACT! database or text file, you can import those lists so that you do not have to recreate them.

Understanding delimited text files

When you import text delimited items created in another program, or values from another ACT! database into a drop-down list, the file can include the value or both the value and its description.

Text files that include only values appear as shown here (<CR> indicates a carriage return):

"North"<CR>
"Central"<CR>
"South"<CR> 

Text files containing both values and descriptions appear with the value and description in separate sets of quotation marks with commas separating the two, as shown here:

"North","UK, Denmark, Norway"<CR>
"Central","France, Germany, Belgium"<CR>
"South","Italy, Spain, Portugal"<CR>

How do I...?

Create a delimited text file

Managing a drop-down list