Mapping ACT! records to Excel spreadsheets

If you have added an Excel spreadsheet to the Documents tab, you can map cells in the Excel spreadsheet to ACT! contacts, groups, or companies.

To map ACT! fields to an Excel spreadsheet

1. Click the Documents tab, select a spreadsheet, and then click Edit Document.

ACT! opens the document in Excel.

2. Select the Excel cell you want to map to an ACT! field, and then on the ACT! menu, click Map to Contact, Map to Groups, or Map to Companies, as applicable.

3. In the Map fields dialog box, from the available ACT! fields list, select the field to map, and then click Add.

The ACT! field name appears in angle brackets in the Excel cell.

4. Repeat steps 2 and 3 to map more ACT! fields to the Excel spreadsheet.

5. Save the Excel document.

6. Click Close when you are finished.

7. Click Map to Excel to update the fields in the document.

To delete field mapping

• Select a field name from the Currently Mapped Fields list in the ACT!/Excel Field Mapping dialog box, and then click Delete.

or

Click Clear All.