How to Import Act Database to an Act Vertical Database

Using the Import Act Database Feature

Congratulations on the purchase of an Act Vertical Database customized for your industry. To get started if you have an existing Act database you will need to import it to the Act Vertical Database. Below are some guidelines to using the import Act database feature and the import must be performed using the Act for Windows program as the import Act database feature is not currently available in the cloud product.

Importing a single user database that hasn’t been customized is a relatively simple process, similar to importing a text file. Importing a multi-user database or if your existing database has been customized is a more complex process. Below are four scenarios with general guidelines for the import of your existing database (source database) to an Act Vertical Database (target or destination database).

How to Import an Act DatabaseOPTION 1: Single User With No Customizations – From the Act Vertical Database go to the File Menu and select Import, the Import Wizard displays. On the Specify Source dialog select Act! Database, click the Browse Button to select your existing database and enter your log on information. Import the Record Types (Company, Contact, Group, Opportunity) where you have created records and since your database has not been customized you will not need to map your fields – they will automatically map. For your Merge Options for each Record Type Replace with Source or Merge if existing match to clean up any duplicates and if there isn’t an existing match select Add. Be sure to select the checkboxes of Include attachments if you had attached files and Include others users public activities if you were scheduling activities. For more information, please review the knowledgebase article How To Import Contact Data From an Existing ACT! Database Into Another ACT! Database.

OPTION 2: Single User With Customizations – If your existing database has customized fields that are not in the Act Vertical Database you will need to create the fields in order to retain the data. For more information, please review the knowledgebase article How To Manage Fields in ACT!. Once you have added the fields to the Act Vertical Database, import your data by following the knowledgebase article in Option 1.

OPTION 3: Multi-User No Customizations – If you have a multi-user database you will want to move the users to retain Record Manager information to the Act Vertical Database. For more information, please review the knowledgebase article How to Import a Multi-User Database and Retain the Record Manager in ACT!.

OPTION 4: Multi-User With Customizations – First create the custom fields in the Act Vertical Database by following the knowledgebase article in Option 2. Next create the users in the Act Vertical Database by following the knowledgebase article in Option 3. Then import in your data to the Act Vertical Database.

For more tips and information to use the Import Act Database Feature see the knowledgebase article Best Practices for Import and Exporting Data from One ACT! Database to Another ACT! Database.

If you would rather have Platinum CRM Consulting take on the task of importing your Act database (or other data sources) for you please contact us for an estimate. We have been importing Act Databases for over 15 years and will bring over your existing database to your new Act Vertical Database.

How To Start Your Act Premium Cloud CRM Service

7/1/2016 NOTE: THIS ARTICLE HAS BEEN UPDATED FOR THE CHANGES TO THE ACT! PREMIUM CLOUD SERVICE – CLICK HERE FOR THE NEW SIGN-UP INSTRUCTIONS

CLICK THE SUBSCRIBE BUTTON to Start Your Act Premium Cloud Service

CLICK THE SUBSCRIBE BUTTON to Start Your Act Premium Cloud Service

With Act! Premium Cloud you get on-demand access to the #1 best-selling Contact and Customer Manager in a secure Cloud environment, plus additional included benefits like video training, expert support, automatic upgrades, and nightly backups for a worry-free experience.

Below are the step by step instructions to start your service:

STEP 1: Click the Subscribe Button above or click here, a new web page will open and you will be taken to the Act Premium Cloud website.

Act Premium Cloud Monthly or Annual Pricing

STEP 2: Determine if you want to subscribe monthly or annually, an annual subscription will save you 2 months of service fees per year (buy 10 months get 2 months free). From the Act Premium Cloud option select either billed monthly (Monthly Subscription) or billed annually (Annual Subscription) from the drop down and then click the Buy Button.

Act Premium Cloud Number of Users

STEP 3: Enter the number of active users for your database by clicking the + sign. As you increase or decrease the user count you will see the Subtotal update. There are price breaks for having 5, 20, 50 and 100+ users. After selecting the number of users for your database click the Continue Button.

Act Premium Cloud Account RegistrationSTEP 4: From the Register web page you will create your Act Premium Cloud account by entering your First Name, Last Name, Company Name, Email Address, Phone Number and create a Password.

Password must be 8 characters long and contain two of the following: 1 upper, 1 lower, 1 digit or 1 symbol character.

Once you have filled out the form click the Register Button.

Act Premium Cloud Account Payment Information

STEP 5: Enter your payment information and click the Buy Now Button.

SUCCESS! You will receive an order number and check your email inbox for confirmations.

One of the emails you will receive is your Act Premium Cloud Welcome notification. This email contains a link for you to set up your database. If you have an Act! database already or purchased one of our Vertical Databases for Act!* you will select the Upload an Act! Database option. If you are new to Act! you can select to create a new blank database or provide a .xls, .xsls or .csv file and upload a spreadsheet.

Once your database has been configured you will receive a Act! Ready email, click the login button and save the link to your browser’s favorites menu or toolbar for easy access. Now login with your database credentials. Get up to speed with the Act Premium Cloud feature videos and if you want to get more from your Act! Contact Us.

Start Your Act Premium Cloud Service Today!

*You can also forward your welcome email to us and we will upload your Vertical Database for Act! for you.