CE101
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[ACT6] Import/Export
Application: ACT version 6 (2003)
O/S: Windows 2000 Professional, SPK 4
I have a CSV with the following columns
(1) Company
(2) Contact
(3) Fax
(4) User7
The CSV comes from Winfax. It's a list of fax numbers that failed.
User7 contains a message about the fax# being wrong:
For example: "Fax failed: 101-407-5467"
I would like to update the database accordingly.
The database contains these 4 fields.
Fields 1,2,3 contain data.
User7 is empty.
Once the records have been updated I will do the following:
(1) Create a group containing all the records with User7 not empty.
(2) Open the group
(3) Replace/copy (ie global copy) User7 to User9 which is defined with the "Generate history" attribute, thus creating a log of the fax# change.
(4) Replace/copy (ie global copy) Assistant (which is always empty) to Fax, thus clearing out the bad fax numbers.
Here's what I have done so far...
(1) Created an empty copy of the database (let's call it Temp-DB) .
(2) Imported the CSV file into Temp-DB.
(3) Exported Temp-DB to the live DB.
I mapped the 4 fields between the source and destination databases in step3 and used the following export options:
(1) If source records match destination records:
(a) Contact records: Replace with source contact
(b) Notes: Merge notes history
(2) Confirm each match: yes
The result: No matches.
Why???
Any suggestions would be greatly appreciated.
Gary
O/S: Windows 2000 Professional, SPK 4
I have a CSV with the following columns
(1) Company
(2) Contact
(3) Fax
(4) User7
The CSV comes from Winfax. It's a list of fax numbers that failed.
User7 contains a message about the fax# being wrong:
For example: "Fax failed: 101-407-5467"
I would like to update the database accordingly.
The database contains these 4 fields.
Fields 1,2,3 contain data.
User7 is empty.
Once the records have been updated I will do the following:
(1) Create a group containing all the records with User7 not empty.
(2) Open the group
(3) Replace/copy (ie global copy) User7 to User9 which is defined with the "Generate history" attribute, thus creating a log of the fax# change.
(4) Replace/copy (ie global copy) Assistant (which is always empty) to Fax, thus clearing out the bad fax numbers.
Here's what I have done so far...
(1) Created an empty copy of the database (let's call it Temp-DB) .
(2) Imported the CSV file into Temp-DB.
(3) Exported Temp-DB to the live DB.
I mapped the 4 fields between the source and destination databases in step3 and used the following export options:
(1) If source records match destination records:
(a) Contact records: Replace with source contact
(b) Notes: Merge notes history
(2) Confirm each match: yes
The result: No matches.
Why???
Any suggestions would be greatly appreciated.
Gary
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