Importing from ACT! (versions 6.0, 2005-2008)

To create a Mailing List using an ACT! database as the source, click the New List button New List Button at the top of the Mailing List Manager. Give your new Mailing List a name (required) and description (optional), and click Next to continue.

You will then be brought to the list of sources for your Mailing List:

Select a Mailing List Source

Select ACT! from the list, and click Next to continue. OfficeReady Platinum is compatible with the following versions of ACT!:

ACT! 6.0
ACT! 2005
ACT! 2006
ACT! 2007
ACT! 2008

You will then be asked to browse for the source ACT! Database:

Browse for File

Click the Browse button to display the Open File dialog box:

Browse For File Dialog Box

Browse to the folder in which your source file is located. Select your source file and click Open. You will now see the source file name:

Source File Selected

If this is not the correct source file, click the Browse button again to select a different source file. If this is the correct source file, click Next to continue.

You will now see a list of all contacts in the source ACT! database.

Field Mapping Menu

To view all of the contacts in the list, click Show All Contacts at the top right. This is selected by default.

To view all of the Groups in the list, click Show All Groups at the top right. This will display all of the groups from the source ACT! Database:

Field Mapping Menu

All contacts/groups with a check box selected will be imported, and all contacts/groups with a check box cleared will not be imported. To select all contacts/groups, select the Select All check box at the bottom left of the menu. To deselect all contacts, clear the Select All check box.

To perform a Lookup on your ACT! Database for importing specific contacts, click the ACT! Lookup button ACT! Lookup at the top of the Contact List. This will bring up the following menu:

ACT! Lookup Menu

Enter the criteria for your Lookup by using the Field Name and Operator drop-down menus, as well as the Value text field. Click Search to perform the Lookup. The results will be shown in the Contact List.

After you have selected all of the contacts you wish to import, click Next to continue.

Your import is complete. You will now be returned to the Mailing List Manager, with your new Mailing List available for use.