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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.
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Click
on ACT! 3.0 DATABASE and choose OK.
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Give
your new database a file name ending in .DBF, then click on
SAVE.
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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.
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An
open file dialog box will appear; choose the correct drive and
filename, then click on OPEN.
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Click
on NEXT, choose CONTACT RECORDS.
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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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