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| Knowledge Base |
For our Customer we have created this Knowledge Base to help you in your download process and also providing you with instruction on how to use
the List. |
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How do I import my list to?
- ACT
- Microsoft works - mail merge for labels
- Outlook
- Word 95-2000 - mail merge for labels
- Word 2002 (XP) - mail merge for labels
- WordPerfect - mail merge for labels
How to import text files into Microsoft Excel or Access? |
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The data is guaranteed to be 95% accurate. If you receive "undeliverable" (bad address, phone, fax, or email) exceeding 5%, we will refund your purchase on a pro-rated basis.
Importing instructions
01. Open the Act! database in which you want to import data.
02. From the File menu, Click Import, to open the Import Wizard.
03. Click Next.
04. On the Specify Source screen, select the type of program or file you want to import from and then click Browse to find the source file. (Be sure to choose the correct file type at the bottom of the dialogue box.)
05. Follow the instructions on the screens, clicking Next to advance. If your file is a *.csv file, select the Comma delimiter.
06.
Click Finish. |
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The importing records progress indicator appears. If you selected the option to confirm each match on the Specify Merge Options screen, and if duplicate records are found, you can decide to create a new record, merge the record, or skip the import of the record. |
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Using Predefined Map files for Contacts
Act! Provides predefined map files for contacts which let you easily import data from selected programs. If no map is available for the program you are importing from, or the map does not meet your needs, you can create a custom map. For example, you may want to map a contact's name in Outlook to a custom field in ACT! Called "Stockholder."
You can also map data to multiple fields. For example, you can map a contact's first name to the "First Name" and "Salutation" fields. |
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| IMPORTING TO MICROSOFT WORKS |
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Importing instructions
01. Start Microsoft Works.
02. Click on Tasks in the main menu at top left and select Letters & Labels.
03. Click on Mail Merge Documents, and then click Start this Task.
04. Select the Mailing labels option and click OK.
05. Select the size of labels by clicking the appropriate product number, and then click on New Document. An Open Data Source box will appear.
06. Click on the folder icon that precedes Merge information from another type of file.
07. In the Look in: dropdown menu and select the location of your list data file.
08. Locate your file and double click it. Hint: if you do not see your file in the Files of Type: box, select All Files.
09. Click on Yes when asked "Do you want to use the entries in the first row of data as field names?"
10. Select Comma (,) from the Select Separator Character box and click OK.
11. Select OK when asked to set up your merge document.
12. A Mail Merge window will appear. Click Setup in the first step.
13. In the Envelope Options menu, choose your label type and click OK.
14. In the Mail Merge Wizard window, select Edit in the first step and click on the file that drops down.
15. You will now see your document display with a grid. This is your label setup. Place your cursor on the top, left-hand rectangle and click once. Your cursor
should now be blinking in that rectangle.
16. Click on the Insert Merge Fields button on the third toolbar from the top. Position your cursor over it without clicking to display "Insert Merge Fields." (If you do not see the toolbar, click on View, then Toolbars, and then Mail Merge.)
17. An "Insert Merge Field" window will appear. Ensure Database Fields is selected at the top of the window.
18. Click once on the field you want to insert first, and then click Insert. Repeat this process until you have added all desired fields, then click Close.
19. Once all fields are inserted and your label is setup in the desired format, click on Propagate Labels to fill all of the labels on the page with the merge fields. (Propagate Labels is the ninth button from the left on the tool bar.)
20. Click the Merge to New Document button in the tool bar, the forth button from the right.
21. Select All in the popup window and then OK.
22. To print your labels, click File in the main menu at top left then Print and choose your print settings. Click OK to print.
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| NOTICE: Due to circumstances beyond our control, our data is NOT compatible with Outlook 98. You may wish to consider using Outlook 97 or Outlook 2000 to import the data into, then transferring into Outlook 98. For more help, contact Microsoft. |
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To import data into Microsoft Outlook
01. Click on File from the main menu at top left and New. Select Folder .
02. Give the new folder a name.
03. Select Contact Items from the Folder Contains dropdown menu.
04. Choose Contacts from the list of areas in the Select where to place the folder: box and click OK.
05. Click on File and choose Import and Export. to open the Import and Export Wizard.
06. Select Import from another program or file and click Next .
07. In the Import a File: box select Comma Separated Values (Windows) and click Next.
08. Click on Browse... to select your file.
09. In the Look In: dropdown, find the directory which contains the data file.
10. In the Files of Type: box, choose Comma Separated Values (Windows).
11. Locate your file and double click it.
12. In the box under Options, select whether or not you want duplicates and click Next.
13. Highlight the folder that you just created and click Next.
14. In the next window, click on the box that appears under The following actions will be performed: This will place a check mark in the box.
15. Click on File and choose Import and Export. to open the Import and Export Wizard.
16. Now click on Map Custom Fields...
17. The From: box will contain the fields in your import file. (If your file has a header record, put a check mark in the box that says First record contains field names.)
18. Click on each field from the file to be imported and drag it to the corresponding field in Microsoft Outlook. (If the field in outlook has a + next to it, you can click the + and it will bring down the rest of the fields in that category.) outlook
19. When you are done mapping the fields, click OK
20. Click Finish to being importing the records into the folder you created in Steps 1-4.
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| IMPORT TO MICROSOFT WORD 95-2000 |
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Importing instructions - mail merge for labels
01. Open a blank new document in Word.
02. Click on Tools in the main menu at top left and select Mail Merge.
03. Click on Create, then choose Mailing Labels.
04. In the pop-up menu, select Active Window.
05. Click on Get Data, then choose Open Data Source.
06. In the Look in: dropdown menu and select the location of your list data file. (If you do not see your file, select All Files in the Files of Type: box.)
07. Locate your file and double click on it.
08. At the Confirm Data Source window, select Text Files. (If you do not see the Confirm Data Source window, skip to Step 11.)
09. Click OK.
10. If necessary, in the second window, select Plain Text. (Not all programs will ask a second time.)
11. Choose the Set Up Main Document button.
12. Select the address label type under Product Number on the Label Options screen.
13. Click OK. A Create Labels window will appear.
14. Click on Insert Merge Field, then click on Contact_Name press the Enter key.
15. Click on Insert Merge Field, then click on Company_Name, press the Enter key.
16. Click on Insert Merge Field, then click on Address, press the Enter key.
17. Click on Insert Merge Field, then click on Address2, press the Enter key.
18. Click on Insert Merge Field, then click on City, type a comma and a space.
19. Click on Insert Merge Field, then click on State, press the spacebar twice.
20. Click on Insert Merge Field, then click on Zip, press the Enter key.
21. Click OK.
22. Click the Merge button in step 3.
23. Click Merge again.
24. Once the records are done importing, click on File in the main menu at top left and select Save As.
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| IMPORT TO MICROSOFT WORD 2002 - XP |
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Importing instructions - mail merge for labels
01. Open Microsoft Word.
02. Click on the Tools in the main menu at top left.
03. Select Letters and Mailings, and then Mail Merge Wizard.
04. Select the Labels button under Select document type.
05. Click on the Next: Starting document link at the bottom of the Mail Merge helper below Step 1 of 6.
06. Click on the Label options. link under Change document layout and select the appropriate label from the Label Options window, then click OK.
07. Click on the Next: Select recipients link at the bottom of the Mail Merge helper below Step 2 of 6.
08. Click on the Browse. link under Use an existing list.
09. The Select Data Source window will appear. Click on the Look in: dropdown menu and select the location of your list data file.
10. Once you have located your list data file, highlight this file and click on the Open button in the Select Data Source window.
11. The Mail Merge Recipients window will appear with a preview of your list.
12. Click the OK button on the Mail Merge Recipients window.
13. Click on the Next: Arrange your labels link at the bottom of the Mail Merge helper below Step 3 of 6.
14. Make sure that the cursor is in the text area of the first label on the sheet and click on the More items. link under Arrange your labels.
15. The Insert Merge Field window will appear. Ensure that the button next to Database Fields is selected.
16. Select the appropriate data elements from the Insert Merge Field window, such as Company_Name, and then click on the Insert button then click the Close button.
17. Insert the appropriate spacing and punctuation after inserting each data element (e.g. Company Name, Address, City, State, Zip).
18. Repeat this process until all of the address information is correctly laid out on your label (e.g. click on the More items. link under Arrange your labels, select the appropriate data elements from the Insert Merge Field window, [such as Company_Name,] click on the Insert button and then click the Close button).
19. Click on Update all labels under the Replicate labels section.
20. Click on the Next: Preview your labels link at the bottom of the Mail Merge helper below Step 4 of 6.
21. Your labels should now appear laid out properly with the address information from your list.
22. Click on the Next: Complete the merge link at the bottom of the Mail Merge helper below Step 5 of 6.
23. Click on Print. or Edit Individual Records.from this step (Step 6 of 6). (Clicking Print from the top toolbar will not print all labels. Clicking Edit Individual Records... will open a new document of all the labels, save this to print from at a later time.)
24. Save the document to avoid repeating the importing steps every time you need your list.
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| IMPORTING TO WORD PERFECT |
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| NOTICE: After testing, we have found that the easiest way to create labels in Word Perfect is to start with your file saved as either a Microsoft Excel file. |
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Importing instructions - mail merge for labels
01. In Word Perfect, select Format and Labels from the main menu
02. A Labels dialog box will appear. Choose the type of printer feed you have (laser or track).
03. Select the label type under the Labels heading. Avery brand is automatically defaulted. To change the brand, click Change in the lower middle bottom of the screen. Once you have chosen the label type, click Select.
04. Click on Tools and Merge from the main menu at the top of the screen. A Merge box will appear.
05. Click on the Form Document dropdown box. Choose Create Form Documents. and click to create in active window, click OK.
06. The Associate Form and Data box will come up. Choose Associate a data file and in the white box next to it, click on the dropdown white paper on the right.This will allow you to choose your file.
07. In the Select Data File box, select the drive or the directory where you data is saved.
08. Select your file from the list provided. Click OK. You should be back to the original Merge box. (If you do not see your file, choose All Files in the File Type dropdown menu.)
09. Click on the Import Field... button just below the Main menu of File, Edit, View.
10. An Import Field Name or Number box will appear.
11. Click on the First Name and click Insert, then click Enter
12. Click on Company and click Insert, then click Enter.
13. Click on Address and click Insert, then click Enter.
14. Click on City and click Insert; type a comma and press the space bar.
15. Click on State and click Insert; press the space bar twice.
16. Click on Zip and click Insert and Close.
17. On the Merge window that is open, click the Merge button.
18. Once the files are done merging, click on File in the main menu at top left and select Save As.
19. Be sure to save your labels somewhere you will be able to find them later.
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How to unzip a file or folder?
If you receive a Zip file, you need to uncompress or unzip the file to use it.
01. Double-click on the Zip file.
02. It should expand automatically.
03. A file or folder with the same name (without the Zip) should appear.
04. Drag the contents of the Zip file to the desktop (or another location). When you do this, you will be copying the information from the Zip file to the computer. This will be your working copy of the data from the Zip file.
05. Close the Zip file window. You may keep the Zip file or delete it.
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Disclaimer:
These instructions are provided to customers of this website and its subsidiaries for reference purposes only. Although this website provides certified technical support and can assist you in importing your data, we cannot infringe upon other third-party software companies by providing specific instructions for their respective applications. Based in this information, our technical support may ask you to contact the manufacturer's technical support department for further guidance on issues beyond our qualifications.
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