It’s easy to export your ACT! database into a CSV (comma separated values) or Excel file so you can import all your contacts into the cloud-based ClientLook® CRM. Just follow the simple steps below.
NOTE: The examples shown contain sample screen shots from Sage ACT! 2012. If you have a different ACT! version, then there may be some slight differences. The same basic program flow should apply though.
Launch ACT! and open the database that you intend to export. Then follow the steps below.
In the popup that appears after clicking “Browse” in the step above, do the following:
Here, you need to:
In this page choose the following ACT! export options:
The last step involves choosing the fields of data that you wish to export. You should attempt to make your list as concise as possible. By default ACT! will default to automatically export all fields. Since your ACT! database may include dozens (or hundreds) of fields that you don’t need in ClientLook®, you should remove any unnecessary fields in this step.
PLEASE NOTE: You should export the “First Name”, “Middle Name” and “Last Name” fields from ACT!, not the combined “Contact” field – the ClientLook® import requires first and last names (and middle if desired) to be in separate columns on your spreadsheet.
Now that you have exported your ACT! database into a CSV file, you need to know how to import this file into ClientLook®. Simple instructions are available in our Import data video tutorial.