Importing Excel spreadsheet into specific GROUP 1

[jbmurray]

Hi. I have ACT 2000. I've figured out how to import an excel spreadsheet into ACT. Only problem is, I want all the imported contacts to be in a specific GROUP. I only know how to import into ALL GROUPS. Anyone know?

 

[Storyteller]

Hello jbmurray,
Try this link:

http://itdomino.act.com/act.nsf/ef9...cument&Highlight=2,import,into,specific,group

A different approach (and one I use) is to create New Fields in ACT! - Group and Subgroup. I then add these columns to my Excel file. The reason I do this is that I will define the Group/Subgroup memberships in the Excel file then import the whole thing as a text file.

Once in ACT! I can then do a lookup on the New Field and add the Contact(s) to the appropriate Group/Subgroup.

Hope this helps,
Michael

 

[jbmurray]

Thanks Storyteller! That worked.

 

[swk]

Another approach is to create the group or subgroup and populate it with one contact (my record?) and open that group. You can then import to that group and remove the initial record later.

swk