1. In ACT, locate your existing database or converted database. Go to Lookup, Advanced and choose Users.

Go to Tools, Preferences, click on the Duplicate Checking button. Uncheck “Enable duplicate checking for the database.” And press OK.

2. Click the File menu, and then click Export. The Export Wizard - Welcome to the Export Wizard dialog box appears.

3. Enable (if desired) the Check to hide in the future option, and then click Next. The Export Wizard - Specify Destination dialog box appears.

4. Ensure that the What type of file do you want to export to? field displays ACT! Database 9.x -12x
5. Click the Browse button at the Filename and location field. An Open dialog box appears.

6. Browse to (if necessary), and Open Advisor35. The Export Wizard - Specify Destination dialog box reappears with the Filename and location field now populated with the file path to the destination database Advisor35.

7. Enter the User Name as ME, and then click Next. The Export Wizard - Specify record type(s) dialog box appears.

8. Ensure that Contact records is enabled in the What kind of records would you like to export? section and that Current lookup is enabled in the Which records do you want to export? section, and then click Next. The Export Wizard - Contact Map dialog box appears.

Note: The left (Map this Field) column of the contact map displays the fields in the source database while the right (To this Field) column displays the fields in the destination database. When exporting to an Empty Copy of the source database, the fields in the left column will match the fields in the right column. BEFORE YOU CLICK ON THE NEXT OR FINISH BUTTON, SAVE YOUR MAP INCASE YOU HAVE TO REDO THE IMPORT. This will save you time.

For additional information on importing, consult with your ACT! documentation. If you require a
consultant to import your data, feel free to contact us for a quote. If you are uncomfortable importing data, feel free to contact us for our Data Conversion Services. We often convert data from Bill Good, FDP, Brokers Helper, Advisors Assistant, EZ Data, dbCAMS, Junxure, Protracker, Brokers Ally, and even from other ACT! databases. Our fees are based on the time it takes to convert the data but the fees are very reasonable.

9. Click Next. The Export Wizard - Specify Merge Options dialog box appears.

10. There is no need to modify Contact Merge Options when exporting to an Empty Copy with only a single temporary contact/user. Click Next. The Completing Export Wizard dialog box appears.

11. If the displayed export options are not correct, click Back to correct the settings, otherwise click Finish. An Exporting Data... progress indicator appears. You can then return to the destination database and create users from the records that were exported.

II - Creating the Users:

1. Open the Advisor35 database (If prompted to login, you must login as ME and no Password).

Go to Tools, Preferences, click on the Duplicate Checking button. Uncheck “Enable duplicate checking for the database.” And press OK.

Click the Tools menu, and then click Manage Users. The Manage Users - Select a User dialog box appears.

2. Click the Create New User option. The Create New User dialog box appears.

3. Ensure that the Create User from Contact - Create a new User from an existing Contact option is enabled, and then click Next. The Choose Contact dialog box appears with the first contact/user selected.

4. Click Next. The Enter User Information dialog box appears with this name displayed in both the Contact Name and User Name fields.

5. Enter and confirm a password (if desired) for this user, change the Security Role to either Manager or Administrator, and then click Next. The Specify Access dialog box appears.

6. Ensure that the Logon Access is set to Active - Pending log on: and disable options for handheld sync and/or accounting link tasks as appropriate and then click Finish. (it is not appropriate to add users to teams at this time) The Select a User dialog box re-appears with the new user information displayed.

7. Repeat steps 2 - 6 for each user. When all users have been created as Active Managers or Administrators, close the Select a User dialog box.

8. Restart your computer.

Important Note: In order for the Notes, History and Activity information to be associated with the correct Record Manager; you must now log in to the destination database as one of the new users and delete the temporary user. This step will delete all note, history and activity information from the records in the destination database. When you import the records from the source database, these tabs will be repopulated with the appropriate Record Manager associations.

III - Delete the Temporary User called ME:

If your copy of ACT! is licensed for a Single-User, login across the network to the database from a uniquely licensed copy of ACT! (so that this unique license will be added to the shared database), and then proceed to step 1 below:

-otherwise-

Click the File menu, and then click Open Database. Open the Advisor 30 database again, and this time login as one of the Administrator users created in the procedure above, and then follow the steps below:

1. Click the Tools menu, and then click Manage Users. The Manage Users - Select a User dialog box appears.

2. Select the Me user, and then click the Delete User option. The Delete User dialog box appears. This is needed in order for the Notes, History and Activity information to be associated with the correct Record Manager. This step will delete all note, history and activity information from the records in the destination database. When you import the records from the source database, these fields will be repopulated with the appropriate Record Manager associations.

3. Ensure that the Delete records belonging to this user option is enabled, and then click OK. The following ACT! dialog box appears.

4. Click Yes to confirm the deletion. The Retain as Contact? dialog box appears.
Note: It does not really matter whether you retain this user as a contact or not, provided you intend for this contact to remain in the database and you ensure that Contact Merge Options are set to Merge for contacts that match.

5. Click No. (or Yes - see the note above) The temporary user is deleted. Close the Select a User dialog box. The Notes, History, Activities and Opportunities tabs will be blank and you are ready to Import the records from the source database.

IV - Exporting/Importing the Contacts from the Source Database while Retaining the Record Manager:

If you wish to transfer all records from the existing database, click the File menu, click Import, and then follow the prompts in the Import Wizard.

As you proceed through the Import (or Export) Wizard, it is VITAL that you examine the Contact Merge Options dialog box. The If source records match destination records section must be configured to Merge for all options.

Configure the Group Merge Options for If source records match destination records section as follows:

Group records: Replace with source group
Notes: Replace with source
History: Replace with source

Configure the Company Merge Options for If source records match destination records section as follows:

Company records: Replace with source
Notes: Replace with source
History: Replace with source
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