Importing leads into ACT!

• Make sure your lead file is in a text format or in a dBASE format
• Open ACT!
• Create a new database in ACT! Click on FILE
• select 'NEW',
• File Type = ACT! Database
• When the new database pops up,
• choose FILE
• choose DATA EXCHANGE
• choose IMPORT

****You are now in the IMPORT WIZARD****

• In the FILE TYPE drop down box choose either 'Text - Delimited' or 'dBASE III - V'
• In the File name and location drop down box search for your leads file
• Choose Next
• On the next screen verify that CONTACT RECORDS ONLY is selected
• Click on the OPTIONS Button (
• "Select Field Separator" should be set to COMMA
• "Select Character Set" should be set to WINDOWS (ANSI)
• "IMPORT the first Record?" - Look for a check box that is labeled YES, Verify this box is NOT checked. This option should NOT be selected. You do not want to Import the first record as it contains all the field names. Click OK.
• Click Next
• Select DON'T USE PREDEFINED MAP and choose NEXT
• This brings you to the MAPPING TABLE
• Match the fields on the left side (data file) to the fields on the right side (ACT fields) by selecting the cell on the right side of the field you want to map. You'll see a small arrow appear on the box. Click on this arrow and a list of available fields will show up. If the left field has no corresponding right field, map it to a user field. If there is a field you want to exclude, leave the right cell BLANK

*** IMPORTANT NOTE ***

ACT must map LASTNAME and FIRSTNAME separately and will recombine both in the CONTACT field. In order to do this, when you click on the arrow to select a field to map to, look for each separate entry. (LASTNAME and FIRSTNAME)

• Choose FINISH and the data will begin importing