Import ACT! Contacts and Users to the People Library
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If you use ACT! 7 or later (2005/2006/2007/2008/2009/2010) or if you use ACT! 6, you can import contacts and users to the People Library. This speeds up your work by letting you use ACT! information in your Project KickStart plans. If you export a plan to ACT! 7 or later, it recognizes the people and other resources you entered in Project KickStart.

To import ACT! contacts and users:

  1. In People - Step 1 of 3, click the People Library button to open the People Library.
  2. Click the Import list arrow and then click ACT! 7 or later or ACT! 6. Click the Import button.
  3. Click the Select ACT! Database button and select the ACT! 7 or later database (*.pad) containing the people information you want to import. The ACT! 7 and later databases are usually stored in \My Documents\ACT\ACT for Win 7\Databases. (If you use ACT! 6, your data is stored in a .dbf database.)  If you select a multi-user ACT! database, you must enter your user name and password for the ACT! database.
  4. In the Import to People Library dialog box, the names of Contacts and Users are listed on the left. Click the Users tab, select one or more users, and then click Add to move the user names to the Import list. Click the Contacts tab to select contact names the same way. Click the Add All button to select all users or contacts for import.

       Note: You can sort the contacts alphabetically by name or by company name by clicking the appropriate column heading.

  1. Click the Import button to add the names and related information from the selected ACT! database to the People Library.


Notes