can accuity calendar export to act by sage

Now that you have exported your ACT! database into a CSV file, you need to know how to import this file into ClientLook. On the final screen just click “Finish” and you’re done!.Once you have eliminated all unnecessary fields, click “Next” to proceed.This has no affect on your existing ACT! database. Click the “Remove Field” button to eliminate any fields that you do not wish to export.Review each field shown in the “Field Name” list.

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. 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. By default ACT! will default to automatically export all fields. You should attempt to make your list as concise as possible. The last step involves choosing the fields of data that you wish to export.

Choose the “Export field names” option.

In this page choose the following ACT! export options:

Then choose the “All records” option to export your entire ACT! contacts list.

Select “Contact records” as the type of ACT! record to be exported.

Step 3: Specify the ACT! records to export

Click “Next” to proceed to the next step.

Lastly, choose “Comma separated values” from the picklist rather than the default “Text files”.

Enter a name for your ACT! export file in the “File name” box.

Select a destination folder on the left.

In the popup that appears after clicking “Browse” in the step above, do the following:

Click the “Browse” button to choose a filename and folder.Choose “Text Delimited” as the file type to export to.Within the “File” menu of your open ACT! database, choose “Export”.Launch ACT! and open the database that you intend to export. The same basic program flow should apply though. If you have a different ACT! version, then there may be some slight differences. NOTE: The examples shown contain sample screen shots from Sage ACT! 2012. 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.

Can accuity calendar export to act by sage