Export ACT Database to CSV

Introduction to ACT! Export

Exporting an ACT! database to a CSV file is made simple with this tutorial by LightBox Insights. Learn to efficiently transfer your ACT! data into a universally accessible format.

Accessing the ACT! Export Wizard

Begin the export process by opening the ACT! export wizard, the first step to accessing your data outside of the ACT! environment.

Naming Your Export File

Next, name your export file meaningfully to ensure easy identification for future reference and organization.

Specifying Records for Export

Specify which ACT! records you wish to export. This step is crucial for tailoring the exported data to your needs.

Choosing Export Options

Select the desired export options within ACT!, which may vary slightly across different versions of the software.

Field Selection for Export

Conclude the process by choosing the fields of data to export. Aim for conciseness, selecting only necessary fields to optimize data handling.

Best Practices for Exporting

For comprehensive data export, use Data Studio or export content directly via the API, requiring technical expertise and a developer account.

Final Tips

Remember, removing fields from the export affects only the exported data, not the database itself. Keep the exported data as relevant and concise as possible for efficient data management.

Frequently Asked Questions

How do I start the process to export my ACT! database to a CSV file?

To start the export process, open the ACT! database you wish to export, and then choose 'Export' from the 'File' menu to launch the ACT! export wizard.

What file type should I select when exporting an ACT! database to CSV?

When exporting an ACT! database to a CSV file, select 'Text Delimited' as the file type and choose 'Comma separated values' as the specific format.

Which records type should I select when exporting my ACT! database to ensure all contact records are included?

Select 'Contact records' as the type of ACT! record to export, and then choose the 'All records' option to export your entire ACT! contacts list.

Can I customize the fields that are exported from the ACT! database to the CSV file?

Yes, during the ACT! contact field mapping step, you can remove fields that are not needed. This will not affect the existing ACT! database and only impacts the exported data.

How do I finalize the export of my ACT! database to a CSV file?

After selecting your desired export options and field mappings, click 'Finish' to complete the export process. The CSV file can then be imported into ClientLook® or another program.

Common Use Cases

• 
  Migrating contact data to a new CRM system
• 
  Generating reports for analysis in spreadsheet software
• 
  Backing up database contents for archival purposes
• 
  Sharing data with team members who do not have access to the ACT database
• 
  Importing data into a marketing automation tool for campaign targeting

Why Choose Sourcetable Over Traditional CSV Exports

Discover the efficiency of Sourcetable as an advanced alternative to exporting your ACT database to CSV. Sourcetable simplifies data consolidation, offering a real-time, spreadsheet-like experience that outperforms static CSV files.

Traditional CSV exports can be tedious and error-prone. Sourcetable streamlines this process, providing a dynamic interface for manipulating and querying your data directly from various sources, eliminating the need for constant exporting.

With Sourcetable, you gain immediate access to your database information. Say goodbye to the cumbersome process of exporting and importing CSV files. Embrace the future with Sourcetable's intuitive, real-time data management.