| Importing Clients' Information |
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Before importing your clients into Client Track, you must export your clients' information
first from one of the software packages listed on the left side of the menu. |
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| Follow the instructions below on how to export your clients' information into a text/CSV file. |
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| Exporting Clients From Act! |
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| STEP 1 |
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| From the main menu in Act!, go to File > . |
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| STEP 2 |
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| In the Export Wizard, click to begin exporting. |
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| STEP 3 |
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| 1) Select from drop-down list to export file to. |
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| 2) Click to save export text file to and then click . |
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| STEP 4 |
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| Select type of records you want to export and then click . |
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| STEP 5 |
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| 1) Select as field seperator and check off . |
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| 2) Click . |
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| STEP 6 |
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| Select order of the field names from list to export and then click . |
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| Note: The order of the export fields do not matter because the field can be mapped in Client Track. |
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| STEP 7 |
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| Click to exit the Export wizard. |
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| STEP 8 |
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| After export has been finished, click the link below to import file into Client Track. |
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| > To import text/CSV file into Client Track, click here. |
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