|
After you have finished exporting your clients' list and setting up Client Track on your computer,
follow the instructions below to import your text/CSV file into Client Track. |
|
|
|
|
|
Importing text/CSV file into Client Track |
|
|
|
|
|
Step 1 |
|
|
|
|
|
 |
|
|
|
|
|
Fig.1.
File Menu (Import Business Clients) |
|
|
|
|
|
To import your business clients into Client Track, go to
File > Import Data
> Import Business Clients and select
type of file(s) you exported from (Fig.1). |
|
|
|
|
|
 |
|
|
|
|
|
Fig.2.
File Menu (Import Personal Clients) |
|
|
|
|
|
To import your personal clients into Client Track, go to
File > Import Data
> Import Personal Clients and select
type of file(s) you exported from (Fig.2). |
|
|
|
|
|
Step 2 |
|
|
|
|
|
 |
|
|
|
|
|
Fig.3. Import CSV Wizard |
|
|
|
|
|
1. Click Browse and select the text/csv file you have exported from other software
(Fig.3).
2. Click Next. |
|
|
|
|
|
Step 3 |
|
|
|
|
|
 |
|
|
|
|
|
Fig.4. Export Options |
|
|
|
|
|
1. Select title for each column field from drop-down list (Fig.4).
2. Click Next. |
|
|
|
|
|
Note : If Yes, Export Field Names
was checked off in
Act! Export Wizard (Step 4), then check off First Row
Contains Field Names (Fig.4). |
|
|
|
|
|
Step 4 |
|
|
|
|
|
 |
|
|
|
|
|
Fig.5. Duplicate Entries |
|
|
|
|
|
1. Check off Check For Duplicate Company Name Entries
(Fig.5).
2. Select which option to check for existing duplicate(s) specifically and then click Finish. |
|
