3 Replies Latest reply on Oct 16, 2017 3:27 AM by nataliia

Importing Data From ACT 2017 - Use Tab Delimited For Export

act2gm Apr 17, 2017 6:00 AM

In my free time, I've been working on re-learning GM and migrating data from ACT 2017.

Recommendations were welcomed to use a CSV file before converting it to DBF. A lot o records just didn't line up correctly in the spreadsheet, until I realized that if a field had an imbedded comma the data would be aligned under the wrong columns. For example, in one record I have a title of "Sales - GA, AL, FL, MS" These commas caused the data to be misaligned.

I tried tab delimited and the raw TXT file seems to have lined up correctly. I then save the file as Excel 97-2003 before running through an XLS to DBF program (Thanks DJ)

Just passing this along for situations when data just line up.

1. Re: Importing Data From ACT 2017 - Use Tab Delimited For Export

JMessi Apr 22, 2017 6:36 AM (in response to act2gm)

look into Inaport. they can help you get everything into GM correctly. I still have some of my settings I used the last time I did an import into GM from Act 2017
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2. Re: Importing Data From ACT 2017 - Use Tab Delimited For Export

BLozin Apr 24, 2017 9:37 AM (in response to act2gm)

If you need help importing from ACT, I can help with that. Done a few in my time.

Bob Lozinak
716-837-5727
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3. Re: Importing Data From ACT 2017 - Use Tab Delimited For Export

nataliia Oct 16, 2017 3:27 AM (in response to act2gm)

Hello John Purdy, you can connect with Data2CRM specialists. Dat2CRM is an automated tool that helps you move the data securely and swiftly. Besides, you don’t need to have any programming skills or perform the copy/pasting activities.
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