Exporting ACT! data to a delimited text file

ACT! Premium Web 2005 Server

Exporting ACT! data to a delimited text file

Administrator or Manager users can export ACT! data to a delimited text file using the Export Wizard. You can export ACT! data to a delimited text file for use in another program. For example, you can create a file for someone who does not have access to ACT!.

When exporting to a delimited text file, you must export contact, group, or company records separately. You can specify the field delimiter characters and the order of the fields.

To export ACT! data to a delimited text file

  1. Open the ACT! database you want to export data from.

  2. From the File menu, click Export.

The Export Wizard opens.

  1. Follow the instructions on the screens, clicking Next to advance. Press F1 for more help.

  2. On the Completing Export Wizard screen, read the information, and if correct, click Finish.

If the information is not correct, click Back until you reach the screen that needs correction.

The Exporting Data progress indicator appears. When exporting is complete, the file containing the exported data is saved in the location you specified.