Instructions for creating a database export file from ACT!

Attention ACT! Users: ACT! exports a name field that contains both First and Last Names as well as separate First and Last name fields. CMS requires separate First and Last name fields. To find these fields on the Details Mapping page, scroll to the far right of your exported columns.

1. Open your ACT! Database.
   
   
2. Select File > Data Exchange > Export...to launch the Export Wizard.
   
   
   
   
3. Designate the export file type.
   
   Export File Type: Select Text - Delimited
   
   
   
   
4. Designate the export file name and location.
   
   Filename and Location: Click . Choose Desktop for the file location so it is easy to find for the CMS import. Type a filename that combines your first and last name.
   Example: if your name is Joan Smith, your filename should be joansmith.
   
   
5. Click Finish.
   
   to the CMS Import Data page and browse for the file that you just created.