ACT ImportCLICK HERE TO ORDER

It’s important to fully understand ACT’s  importing process “before it’s too late.”  The import process is designed for two situations:

  • The initial importing of contact information into a brand new database
  • The importing of additional new contacts into an existing database.

If you are importing into an existing database you have two options:

  • If a match is found, do not import the new information
  • If a match is found, over write all existing ACT fields with the information from the import file.

Several things can go wrong with the importation of data into a new database:

  • ALL contacts from the import file are added because the duplicate matching was not set correctly
  • No data is imported because the duplicate matching was not set correctly
  • Good ACT data is permanently over written with less accurate import data

Other ACT limitations include:

  • ACT’s inability to import opportunity information
  • ACT’s inability to import history information
  • ACT’s inability to import new contacts into a specific group.

For those reasons I personally use an importing product and recommend that you use one as well if importing into ACT on a regular basis.