Export ACT! Database to Excel

Using ACT! Export Wizard

Initiate the ACT! export wizard by opening your database within ACT! and navigating to the "File" menu to select "Export". This tool is designed for a tailored export, allowing you to select specific data fields.

File Naming and Destination

Within the export wizard, name your file and decide on a destination folder. Click "Open" to confirm and proceed to the next step of the export process.

Specifying Records for Export

Choose "Contact records" and select "All records" to ensure your entire contacts list is exported. This step is crucial for a comprehensive transfer of data.

Export Options

Set your export preferences by opting for "Comma" separated data and ensuring "Export field names" is selected for a clear and organized Excel file.

Selecting Data Fields

Focus on essential data by removing unnecessary fields. Make sure to export "First Name", "Middle Name", and "Last Name" fields separately for optimal data organization in ClientLook® CRM.

Best Practices for Exporting Data

To ensure an efficient export process, use the "Export Current List to Excel" icon located across various ACT! views. This method is streamlined and supports the relational database structure of ACT!.

Finalizing the Export

After the export, import your CSV file into ClientLook® CRM. A video tutorial is available for guidance on this final step, ensuring a smooth transition of your contact data.

Frequently Asked Questions

How do I export my ACT! database to an Excel file?

To export your ACT! database to an Excel file, launch ACT!, open the database, choose 'Export' from the 'File' menu to launch the Export Wizard, select 'Text Delimited' as the file type, choose 'Comma separated values' from the picklist, select 'Comma' as the delimiter, choose to export field names, remove any unwanted fields, and click 'Finish' to complete the export.

Can I choose specific fields to export from my ACT! database to Excel?

Yes, during the export process using the ACT! Export Wizard, you can review and select specific fields of data to export. You can remove any fields you do not wish to export by using the 'Remove Field' button.

What file types can I export my ACT! database to for use with Excel?

You can export your ACT! database to a CSV (Comma Separated Values) file, which can be opened with Excel.

Will the exported file include all of my contact records from ACT!?

Yes, when you export the ACT! database, the file will include all your contact records and all the fields of data for each contact.

Is it possible to import the exported ACT! data into another CRM?

Yes, you can import the exported CSV or Excel file into another CRM, such as ClientLook CRM, by following their respective import tutorial.

Common Use Cases

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  Creating comprehensive backup files of customer relationship data
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  Performing advanced data analysis using Excel tools
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  Sharing contact data easily with team members who do not have access to the ACT database
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  Integrating customer data with other business intelligence platforms
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  Generating customized reports for stakeholders

Sourcetable: A Streamlined Alternative for ACT Database Exports

Discover the power of real-time data integration with Sourcetable, a versatile alternative to exporting ACT databases to Excel. With Sourcetable, your data is no longer siloed, providing seamless access and manipulation capabilities directly within a familiar spreadsheet interface.

Effortlessly connect and sync your ACT database to Sourcetable, allowing for dynamic data queries without the need for traditional export processes. This real-time connection ensures your data is always up-to-date, eliminating the hassle of periodic manual exports.

Maximize productivity by leveraging Sourcetable's intuitive spreadsheet-like environment, where you can perform complex data analysis without leaving the platform. This eliminates the need for additional data processing tools, simplifying your workflow and data management practices.