Introduction: In this tutorial, Tony Holowitz demonstrates how to import external data into ACT CRM. While creating individual contacts in ACT is simple, importing data from sources like Excel or Google Sheets requires a slightly different process. Tony shares valuable insights on how to efficiently import data in CSV format and highlights key considerations when mapping fields to ensure a seamless import.

1. Saving Data as CSV File: If you have external data in Excel or Google Sheets that you want to import into ACT, the first step is to save the data as a CSV file. Tony recommends doing a “Save As” and choosing the CSV format, which is compatible with ACT CRM.

2. Accessing the Import Feature: In ACT CRM, navigate to the “Tools” menu and select “Import” to begin the data import process.

3. Selecting the CSV File: Click on the “Open” button and navigate to the location of the CSV file containing the data you wish to import.

4. Import Options: Before proceeding with the import, you have the option to perform a duplicate check and custom mapping. If you have concerns about data quality, Tony advises bringing in all the data and addressing any duplicates or discrepancies within ACT later.

5. Mapping Fields: In the mapping step, you’ll see fields from the CSV file on one side and corresponding fields in ACT on the other side. Ensure that the fields align correctly for a seamless import. If there are unique fields in the CSV file that don’t exist in ACT, consider creating new fields or finding temporary storage for that data.

6. Preparing the Data: Tony emphasizes the importance of interpreting the CSV file before import. Understanding the data structure, ensuring uniqueness, and formatting the file appropriately are crucial steps to streamline the import process.

7. Merging Data: ACT provides the option to merge information when matching data during import. This decision depends on how your data is designed and set up, and Tony advises considering the data structure carefully.

8. Preview and Import: The final step shows a preview of the import, and once you’re satisfied with the mapping and settings, click “Import” to bring in the data into ACT CRM.

Conclusion: Importing external data into ACT CRM offers a convenient way to build and update your contact database efficiently. By saving data as a CSV file, accessing the import feature in ACT, and carefully mapping fields, users can seamlessly integrate external data into their CRM system. Tony Holowitz’s tutorial provides essential guidance for this process, empowering users to manage their contacts effectively within ACT CRM.