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.