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Importing data: ACT!

1. Click File > New. Select ACT! Database and click OK.
2. Choose a location and name for your new database and then click Save.
3. Fill in your name, company name, address, etc. for "My Record" and click OK.  If the information is correct, click Yes.
4. Click File > Data Exchange > Import.
5. In the File Type box, choose Text - Delimited.
6. Click the Browse ("...") button.
7. In the Look in box, browse to the file you received from us and double-click it. Click Next..
8. Select Contact Records Only.  Click Options and clear the Yes, Import the First Record box.  Click OK and then Next.
9. Check the Don't Use Predefined Map box and click Next.
10. Now match the fields from the file you received with the fields in ACT!.  For example, choose the City field on the left and select City from the dropdown list on the right.  Continue until all fields from the received file are matched to fields in ACT!  For fields that do not match a field in ACT!, you can choose one of the User Fields to import the data into a user-defined field.
11. If you'd like to save the field mappings you've just created for future files you receive, click on Save Map.  Chose a name for the map and click Save.  The next time through, you can simply choose Load Map and select the map you just saved, without having to match all the fields.
12. Click Finish and the records will be imported.

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