Mapping fields

ACT! Premium Web 2005 Server

  1. Follow the instructions to import data from other programs.

  2. When you reach the Predefined Map Files screen of the Import Wizard, select Use a predefined map file.

  3. Select one of the available map files, and then click Next.

On the Contact Map screen, the source fields display in the left column and the destination fields display in the right column.

  1. Click Next and follow the wizard to completion. Press F1 for more help.

 

  1. Follow the instructions to import database from other programs.

  2. When you reach the Predefined Map Files screen, select Do not use a predefined map file.

  3. On the Contact Map, Group Map, or Company Map screen (as applicable), do the following:

  1. In the Map from this field column, select the field you want to map from.

  2. In the To this Field column, click inside the field you want to map to.

  3. From the drop-down list, select the field to which you want to map the incoming field.

  1. Repeat steps 3a through 3c for all fields that you want to map.

To restore the default mapping, click Reset.

  1. (Optional) To save the custom map for later use:

  1. Click Save Map.

  2. In the Open dialog box, select a folder in which to save the map, type a File name, and then click Save.  

  1. When you are finished, click Next and follow the wizard to completion. Press F1 for more help.

 

  1. Follow the instructions to export data to another ACT! database.

  2. When you reach the Contact Map, Group Map, or Company Map screen (as applicable), keep the default map settings as shown,

or

Change the default map settings by doing the following:

  1. In the To this Field column, select a field and then click the down arrow to select a different field.

  2. Use the scroll bar to view all fields being exported and make mapping changes as you need.

  3. To reset the default mapping, click Reset.

  4. To save the custom mapping, click Save Map.

  1. Click Next and follow the wizard to completion. Press F1 for more help.

 

  1. Follow the instructions to export data to a delimited text file.

  2. When you reach the Contact Map, Group Map, or Company Map screen (as applicable), keep the default map order as shown,

or

Change the default map field order or field to be exported by doing the following:

  1. To add a field, click Insert Field, and then in the blank row, use the arrow to select another field.

  2. Use the scroll bar to view all fields and make changes as needed.

  3. To remove a field from the list, select the field and then click Remove Field.

  4. To reset the mapping to the default settings, click Reset.

  5. To save your custom mapping, click Save Map and name the map file for later use.

  1. Click Next and follow the wizard to completion. Press F1 for more help.

 

Mapping fields

When you import or export data, you may have to assign, or map, the data to the other program's fields. If you import or export data to or from another ACT! database, many fields are mapped by default, but you can change the mapped fields and save the custom map. If you import contact data from another program or file, you can use one of several predefined maps included with ACT!. See About importing and exporting data for predefined map files included with ACT!.

If the data you are importing contains custom fields, then you must manually map the fields. A predefined map will not work for these fields.

To map fields using a predefined map when importing

To map fields manually when importing

To map fields when exporting to an ACT! database file

To map fields when exporting to a text-delimited file

For more information, see Loading and saving a map file.