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How to import data into Act4Advisors 3.0 from ACT! for Financial Professionals. | |||||||
Question: I am switching from ACT! for Financial Professionals (AFFP) to regular ACT! with Act4Advisors. How do I import my data? Answer: 1. Backup your AFFP database using File > Backup > Database. This must be done in AFFP. Save the backup file to your Desktop. 2. Fully uninstall AFFP using Control Panel > Add/Remove Programs (in XP) or Control Panel > Programs and Features (in Vista). 3. Install ACT! by Sage as either the same or newer version as you AFFP software. 4. Open ACT! and choose File > Restore Database > Restore As. Pick the backup file in step one and name the restored database. 5. Open the restored database in ACT!. File > Open Database. 6. Close ACT! 7. Install Act4Advisors 8. Open the Act4Advisors database and follow the ACT! import instructions based on a single user database or multiuser database. |
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ACT! is a registered trademark of Sage Software, Inc.:::Allied Financial Software, Inc. Copyright 1999-2009
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