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Bring your Act! contacts to Nimble via CSV
Bring your Act! contacts to Nimble via CSV
Nimble Customer Care avatar
Written by Nimble Customer Care
Updated over a week ago

You can export your contacts from Act! via CSV and import them to Nimble by taking the following steps:

Step 1: Access the ACT! export wizard

Launch ACT! and open the database that you intend to export. Then follow the steps below.

  1. Within the “File” menu of your open ACT! database, choose “Export”. This will launch the ACT! Export Wizard.

  2. Choose “Text Delimited” as the file type to export to.

  3. Click the “Browse” button to choose a filename and folder.

Step 2: Name your export file

In the popup that appears after clicking “Browse” in the step above, do the following:

  1. Select a destination folder on the left. This is where your file will be saved.

  2. Enter a name for your ACT! export file in the “File name” box.

  3. Lastly, choose “Comma separated values” from the picklist rather than the default “Text files”. Then, click “Open”.

  4. Click “Next” to proceed to the next step.

Step 3: Specify the ACT! records to export

Here, you need to:

  1. Select “Contact records” as the type of ACT! record to be exported.

  2. Then choose the “All records” option to export your entire ACT! contacts list.

  3. Click “Next” to proceed.

Step 4: ACT! export options

In this page choose the following ACT! export options:

  1. Select “Comma” separated data.

  2. Choose the “Export field names” option.

  3. Click “Next” to proceed.

Step 5: ACT! contact field mapping

The last step involves choosing the fields of data that you wish to export. You should attempt to make your list as concise as possible.

  1. Review each field shown in the “Field Name” list.

  2. Click the “Remove Field” button to eliminate any fields that you do not wish to export.

  3. Once you have eliminated all unnecessary fields, click “Next” to proceed.

  4. On the final screen just click “Finish” and you’re done!

Import to Nimble

  1. Click your avatar in the top right hand corner

  2. Choose Import Contacts

  3. From here, use the Import Wizard to upload your file.

For more information about this feature, please take a look at the following:

Nimble Import Wizard

If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.

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