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Import Records into Custom Tables

There are two ways to import records into a custom table 1) import using the wizard to all contacts, companies, groups or opportunities 2) single import is used for importing into one contact, company, group or opportunity.

The best use for the wizard is import many records to many contacts, companies, groups or opportunities in Act.  For example this would be used to import 300 invoices for 50 contacts in Act.  For more information click here.

The best use for the single import is many records to a single
contact, company, group or opportunityFor example this would be best to import 50 car sales for a contact in Act.  For more information click here.


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Article ID:
import_records_into_custom_tables
Views: 239
Created By: jimdurkin
Modified By: [Modified By]
Created Date: 3/24/2014 12:31 PM
Last Modified: 3/24/2014 1:36 PM
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