Welcome to the Import Wizard!

The Import Wizard can take an existing database and import it into the database format that we use. Irrespective of how you import your database, the original file and data are not altered in any way.

The list below shows the various file formats and products that we currently support. If your current database application is not listed below, you should still be able to export your database in a format that we can import, such as a CSV file. Alternatively, we can import from Windows Clipboard if you are able to copy your database onto the Clipboard.
     
Top   Importing from another application
  The Import Wizard supports several popular database applications such as ACT!®, Maximizer® and Outlook®. In all these cases the Wizard will match up the fields for you automatically and so importing should only involve a few clicks.

After choosing the product you wish to import from, the Wizard will display any specific instructions relevant to that product. Please read these notes carefully before continuing as they may affect the success of the import.
     
Top   Importing from a file
    Use the File option if you are importing from a text file such as a Comma-Separated Values (CSV) file. A text file is any database file that you can open and read (using Windows Write for example) without seeing strange characters within it such as black boxes.
     
Top   Importing from an existing folder structure
    If you have already created a kind of database using Windows folders, where the folders are named after the companies or contacts that you deal with, then you can import those folders (and the files within them) and replicate the same structure within our database.