To get your contacts transferred from Goldmine into Ace of Sales takes a few steps, but it will be worth it! :)
- Check here for a step-by-step video walkthrough on how to download your contacts from Goldmine to an Excel file - Goldmine Export Demo
- Important - When you have downloaded your contacts to the Excel file, you will need to open it and save it as a CSV (comma separated values Windows) file, so that Ace of Sales will be able to import it.
- Then, in the Excel file you'll need to split the column for your Contacts into 2 separate columns for First Name and Last Name. This link shows you how to do it (it's actually pretty easy!) - Split Columns in Excel
- To import your CSV file into Ace of Sales, check here -Import CSV file into Ace of Sales