importing ACT ID status Field into Outlook Bus Contact

[Guest]

I have categories setup in ACT called ID status and in order to make a
transition to Outlook work, I need to import these ID status into Outlook
where they are called categories. Any idea on how to do that?

 

[Tim P via OfficeKB.com]

Jim,

I could be wrong here (and easily corrected by someone more in the know) but
I am fairly certain that there is no way to map the ID Status field in ACT to
Import en masse into Outlook. I tried figuring out how to do this once back
when I was using ACT and had to give it up. I ended up having to recreate
these manually.

-THP

 

[Raul]

Hi Jim

To be honest i am not very familar with ACT but this could be a lengthy
workaround that you can try.BCM V2 update let you covert the ACT data into a
..bcm once the conversion is done you can import the resulting file into BCM
by mapping the fields and check if you get the desired fields.The same can
dragged and dropped into BCM.Hope this helps

With Regrads

Raul Thomas

 

[Guest]

Raul:

Thanks for the direction... What I made work was this:
1. Exported from ACT! in CSV format, comma delimited (tab wouldn't work).
2. Imported into .BCM as CSV. Did extensive mapping to get all the main
ACT! fields, including ID/Status and ReferredBy, into weird fields that can't
be customized in BCM... sigh....
3. Once I got that imported into BCM, I went through the process of
converting the ACT! database using the Data Conversion Tool and concentrated
on making sure I got all my notes/histories and activities.
4. I imported that file into BCM and checked "Update Duplicates". I also
made sure that "Include Business History" was checked. BCM then did a nice
job of importing all the sub-items from ACT! and linking them correctly,
since it could match on the contact record.

Hope that helps,
Lon

 

[Raul]

Hi Lon

Thanks for the info this sure could help others