Importing Clients' Information |
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Before importing your clients into Clear Biz, you must export your clients' information first
from one of the software packages listed on the left side of the menu. |
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Follow the instructions below on how to export your clients' information into a text/CSV file. |
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Exporting Clients From Act! |
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STEP 1 |
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 |
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From the main menu in Act!, go to File > . |
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STEP 2 |
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 |
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In the Export Wizard, click to begin exporting. |
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STEP 3 |
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 |
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1) Select from drop-down list to export file to. |
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2) Click to save export text file to and then click . |
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STEP 4 |
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 |
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Select type of records you want to export and then click . |
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STEP 5 |
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 |
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1) Select as field seperator and check off . |
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2) Click . |
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STEP 6 |
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 |
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Select order of the field names from list to export and then click . |
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Note: The order of the export fields do not matter because the field can be mapped in Clear Biz. |
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STEP 7 |
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 |
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Click to exit the Export wizard. |
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STEP 8 |
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After export has been finished, click the link below to import file into Clear Biz. |
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> To import text/CSV file into Clear Biz, click here. |