Source: eGrabber Newsletters
Whenever you want to work from a new list, it is better to create a separate ACT! database. Never import the new list into your active ACT! database. To do this,
1. Select File >> Save Copy As from the main menu. The ‘Save Copy As’ dialog box opens.
2. Select the Create Empty Copy option. ACT! copies the entire database structure, including the fields, field names, and drop-down menus. By creating a new database this way — instead of using the File >> New command — you do not have to spend time customizing a newly created database.
3. Select File >> Import. ACT!’s Import Wizard opens.
4. Select the file type. Many lists are text delimited.
5. Browse the location of the file on your PC, and click the Next button.
6. Select Contact Records, and click the Next button. Here, you tell ACT! that the list is comma or tab delimited and if you want to import the first record. Click Next twice and the Contact Map Wizard opens up.
7. Map Your Fields. Field Mapping is the most important part of this process. You must make sure that the fields in the list are placed in the correct fields within ACT!. Some lists place first and last names in separate fields. ACT!’s mapping wizard enables you to map your fields to First Name and Last Name.
8. Click the Finish button and ACT! imports your list into your new database.
