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Import Contacts Directly to Groups

Posted on 2008-06-09
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Last Modified: 2010-04-21
I have several large contact lists in .csv form that I want to import into ACT V10. However I need to import them into specific folders. Every time I import these contacts, it throws them all in a central "Recently Added Contacts folder". The problem is, I can't remove them from that folder, and all the lists are getting mixed together when I import them. So it boils down to this

Can I import directly to a Group in ACT V10?
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Question by:boca_rob
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8 Comments
 
LVL 30

Accepted Solution

by:
Mike Lazarus earned 1500 total points
ID: 21749692
If there is a field in the data the defines the group the contact should be it, you can create Groups with Group Membership Rules to automatically add the appropriate contacts.

Or you could do the import with a tool like itImport - http://www.glcomputing.com.au/main/57/1
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Author Comment

by:boca_rob
ID: 21761797
I tried to created a field in the csv file via excel, but when I tried to save it is says that the format is not compatible with csv. How can I add a "group" field and still save it as .csv?
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LVL 30

Expert Comment

by:Mike Lazarus
ID: 21761986
After you added the field - File | Save As
Change the file type to CSV
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Author Comment

by:boca_rob
ID: 21762070
It gives me an error message but I think I may have fixed it. I'm going to test it out.
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LVL 30

Expert Comment

by:Mike Lazarus
ID: 21762116
If it does work... let me know the error message and if it comes from Excel or ACT!

If itImport (above) is an option, it can do Excel files directly
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Author Comment

by:boca_rob
ID: 21874915
I ended up just waiting until the recently added contacts was empty and added the new ones.
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LVL 30

Expert Comment

by:Mike Lazarus
ID: 21875485
The recently added Group has nothing to do with the others... contacts can belong to as many groups as you want.

The recently added group has a Membership Rule to auto add contacts added within a specific time frame.
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Author Closing Comment

by:boca_rob
ID: 31465530
This ended up working for me, I was just being not understanding it correctly.
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