Help for Exporting Your Contacts from ACT!
Andy Horner
Important note - Once you have your file downloaded from ACT!, you'll need to split the contacts' names into separate columns for First Names and Last Names, otherwise Ace of Sales will not be able to import your file. To find step-by-step instructions to split the columns in Excel, check here (it's actually pretty easy to do!).
To import your CSV file into Ace of Sales, go here.
Follow ACT!'s instructions to export to Excel.
There is also a dropdown menu on that screen under "Search by Product" to find instructions for older versions of ACT! :
1. Click "ACT! by Sage 2010 Family of Products"
2. Choose year and version
3. Choose Export.
If you try to export to Excel in ACT! but the “Export to Excel” button is grayed out, go here.
If you continue to have problems, contact ACT! Customer Support, or view their FAQ section.
Reader Comments (1)
Key when exporting from ACT! into Excel is selecting the fields you want as described in the ACT! KB article. Also one possible cause of the export button being unavailable is if you installed ACT! before installing Office.