Importing an Excel file to a single contact is simple and easy.

1. Click the Import Excel button in the tab toolbar

2. A window will say you are about to import a file, click yes to continue.
3. Select the File to import
4. A simple version of importer will come forward.  If you have imported before it will pick up the previous settings.

5. Pick the sheet from the Excel file.
6. If you want to replace any records already attached to the current ACT entity choose replace with source from the data overwrite options and select a sub entity key to match the records on.
7. Pick the table field from the drop down to match with the excel fields.
8. Click Import

See also