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|Simple Import Single User 4 Advisors 3.0 from ACT! 2006/2007/2008/2009|
Simple Import Single User 3.0:
Note: If you are importing from an existing Act4Advisors database or ACT! 6.0 - please convert your database first before importing data.
After that is done, close act, and reopen. Now log in with new user and password…
You are now ready to import your data.
Go to File Import.
Locate your existing database
If you have customized the database – you will need to locate your custom fields and map to Advisor30 fields. For example; if you have created a field called SSN because act did not have this field – Locate this field and map by clicking on the empty field directly across from it and locate 1SSN Contact.
Press Next for Group and Opportunity Map
Check “Include other users’ public activities” and Click on Contact Merge Options
Click on Restore Defaults and press OK
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