1810 Exporting data from Point to Act

You can export Point data to ACT by generating a report to list data from several Point files. The report can be exported to a text file and then imported into ACT.

Exporting data from Point to Act

1. From the Navigation Panel, select Reports & Marketing.
2. Select the report from the dropdown list.
3. In the Status section, select the status of loans which will generate for the report or click [All].
   
   

   

    4. Enter the Status Date Between:fields if you want to narrow the report results for loans within a specific time frame.

        a. Click Generate.

        b.  After the report data appears, from the menu bar select File > Export > Custom ASCII.

     5.  In the Export Custom ASCII window, leave the default settings (see above). Click Export.
     6.  In the Export Report window, select a location and name the file.

    7.  Click Save. See the Importing into ACT section for instructions on importing the text file into ACT.

Importing into ACT! (The following steps will be different depending on your version of ACT)

1. Open ACT! 2005.
2. From the Menu bar, select File > Import.
3. In the Import Wizard, click Next.
4. From the What type of file do you want to import? dropdown list, click Text Delimited.
5. On the “File Name and Location" line, click Browse.
6. Browse to pointexp.txt, then click Next.
7. Select Contact Records Only, and click Next.
8. Select the Field Separator.
9. Click Tab, then click Next.
10. Select Do not use a predefined map, and click Next.

The Data Import Wizard displays the information categories for the imported Point data.

1. Map the data to a field in ACT! by clicking in the To this Field column. Click the dropdown list to select from the ACT! fields. Click Next.
2. Click Next.
3. Click Finish.
4. The information from Point will merge into ACT!.