To import contacts into Keep-InTouch, first you must export your contacts from ACT! Data to Microsoft Excel. The Export to Excel option is available from the Contact List, Group List, Company List or Opportunity List views.
Requirements:
If you are using ACT! 2005, ACT! 2006 or ACT! 2007, you must have Microsoft Excel versions 2000, 2002, or 2003 installed.
If you are using ACT! by Sage 2008 or later, you must have Microsoft Excel Versions 2002, 2003, or 2007 installed.
Before you export to Excel, you can customize the columns on the list views. The columns and data displayed on the ACT! list view are exported to Excel columns in the same order.
- To reorder the columns in a list view: Right-click within the list view, and then click Customize Columns from the shortcut menu.
- To export the data of only one Contact record: Right-click that record in the list view, and then click Look Up Selected Contacts (or Create Lookup) from the shortcut menu.
- To Export only one Group or Company to Excel, you must perform a Lookup on that specific Group or Company (so only that Group or Company is displayed in the list view) before clicking the Export to Excel option.
To export the Contact records that are members of a Group or Company, follow these steps:
1. From the desired Group or Company Detail view, ensure that the Contacts tab is displayed.
2. Right-click in the body of the Contacts tab, and then click Create Look-up from the shortcut menu. The Contact List view appears with the Group or Company members displayed.
Once you have exported your contact database to Excel, simply rename the header row to the following fields:
Keep-InTouch email marketing is designed for small to medium-sized businesses. Import contacts, create beautiful marketing campaigns that can be prescheduled or sent out on demand through email or printed material such as e-newsletters, cards or postcards.
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