Importing data from other programs

An Administrator or Manager user can import data from other programs using the Import Wizard. See About importing and exporting data for the specific program types. When you import data from other programs, you need to import the contact records, then any group records, and finally any company records. Some programs allow you to import appointments, notes, journal entries, or tasks as ACT! notes or activities.

Read Tips for a successful import before you begin importing.

ACT! accepts only numeric telephone numbers. If you import contact records with alpha-numeric telephone numbers, ACT! displays only the numeric characters in the Phone field.

To import data from other programs

1. Open the ACT! database you want to import data to.

2. From the File menu, click Import.

The Import Wizard opens.

3. Click Next.

4. On the Specify Source screen, select the type of program or file you want to import from, and then type the file name and location of the source. Press F1 for more help.

For some programs, such as Microsoft Outlook, you may not need to specify a location. The screens of the Import Wizard differ according to the type of program or file you are importing from.

5. Follow the instructions on the screens, clicking Next to advance, and then click Finish.

The importing records progress indicator appears. When finished, the imported data is in the open ACT! database.