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CompuLEAD Data Recorder
 
Data Import Instructions

For ACT!
3.0, 4.0, and 2000



Creating a New Database to Import to:

  • ACT and click on FILE.

  • Click on NEW.

  • Click on ACT! 3.0 DATABASE and choose OK.

  • Give your new database a file name ending in .DBF, then click on SAVE.

  • Your new database is now created.

  Importing your Text into your New Database:

  • While your new database is open click on FILE.

  • Click on DATA EXCHANGE and a box will appear to the right, click on IMPORT.

  • In the dialog box under " File Type ", click on TEXT-DELIMITTED, under “ Filename & location “ click on the right button with three periods in it.

  • An open file dialog box will appear; choose the correct drive and filename, then click on OPEN.

  • Click on NEXT, choose CONTACT RECORDS.

  • Click on NEXT, choose whether or not to use a pre-defined map.  (If you have never imported a CompuLead Data Diskette before, choose not to use a predefined map).

Field Mapping Options:

  • You will need your CompuLead Data Diskette Record Layout for the next part.

  • Click on NEXT, a box with two columns will appear; the left column will list out the first row of your data file; each row will be a different field.

  • Click on the fields in the right column and a down arrow will appear, click on the DOWN ARROW and a drop-down box will appear; scroll through the list of fields and choose the correct field name (You will want to exclude the first two fields (Booth # and Show Name)).

  • Repeat the above step until all rows you want to import have a field name; when finished click on FINISH.

     

* Note:  First Name and Last Name fields are separate fields and in order to get them into the contact field you must Map them to the First and Last name field choices.

 

 

     

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Copyright © 2001 CompuSystems, Inc. All rights reserved.

CompuLEAD®, CompuReg®, and CompuBadge® are registered trademarks of CompuSystems, Inc.

  Last Updated: February 9, 2001