Importing data from ACT!2000®
or ACT!® 4.0 for Windows |
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Start TCM4000 and from the Wizards menu select the 'Import
Wizard' option. |
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When the Import Wizard starts select the '...from
Application' option and from the drop list select either the
ACT!2000® or ACT!® 4.0 option. Click on the button showing the
folder and locate the .dbf file that contains your contact data.
Once you have selected the .dbf file that you want to import into
TCM4000 click on the Next button. |
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Import from ACT!® for Windows |
Next you must select if you want to import the whole of
the Act!® database file or just those contacts who belong to a group.
If you import the whole database you can choose to have TCM4000 virtual
folders created that will mirror the Groups you had set up within Act!®.Once
you made your selection click Next. |
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Target Location | Here you will see the folder that the data will be
imported too. It is good practice to store the import data into a sub
folder structure. You can select the folder sub-structure that you want
by clicking on the Create sub-folder for your data drop list.
Once you have selected the sub folder structure click on Next. |
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Finished | Click Start to begin the import of your data. Once your data has been imported the Import Wizard will close. When you open the TCM4000 filing screen you will see the folder in which you imported your data too. | |
Open the Import Wizard |