Cloud CRM Software Support Center
ig-exporting | Salesboom Cloud CRM Logo
DATA EXPORTING TUTORIAL
Data Exportation Guide

Creating CSV Export Files In order to import data into your Salesboom.com account, you will first need to export your existing data.



Exporting Contacts from ACT! (versions 4.0 or 2000)
  1. After launching ACT!, select Data Exchange | Export from the File menu.
  2. Select the Text-Delimited field type.
  3. Enter a filename and choose a location to save the data file. Click Next.
  4. Select Contact Records Only.
  5. Click the Options button.
  6. Select Comma for the field separator value. In this way you will be creating a Comma Separated Values file.
  7. Click the Yes, export field names checkbox. Click OK.
  8. Click the Next button.
  9. Select All Records and click the Next button.
  10. Click Finish to begin exporting your contacts.


Exporting Contacts from Outlook
  1. After launching Outlook, select Import and Export... from the File menu.
  2. Choose Export to a file. Click Next.
  3. Choose Comma Separated Values (Windows) and click Next.
  4. Select the folder in which you have stored your contacts. This is usually the Contacts folder. Click Next.
  5. Choose a filename for the exported data file and click Next.
  6. Click Finish to begin exporting your contacts.


Exporting Contacts from GoldMine 4.0
  1. After launching GoldMine 4.0, select Export Records from the Tools menu.
  2. Select Export to a new file. Choose DBF file and click Next. The exported DBF file will be in the proper CSV format.
  3. Select the fields you want to export from the list on the left side of the dialog. Click Add Field, then click Next.
  4. Choose the location to save the export file and click Next.
  5. Select No when prompted to save these settings, then click Next.
  6. Click Finish.


Exporting Contacts from GoldMine 5.0
  1. Launch GoldMine 5.0.
  2. After launching GoldMine 5.0, choose Import/Export Wizard | Export Contact Records from the Tools menu.
  3. Select Export to a new file.
  4. Select ASCII file and click Next.
  5. Select ALL Contact Records! in the drop-down list and click Next.
  6. Select the fields you want to export from the list on the left side of the dialog. Click Add Field.
  7. Click Next.
  8. Choose the location for the export file, select the Export GoldMine field names... checkbox, and then click Next.
  9. Select No when prompted to save these settings, then click Next.
  10. Click Finish to begin exporting your contacts. The exported file will have a .txt extension.


Exporting Contacts from Palm Desktop
  1. Open the Palm Desktop Address Book to export all contacts. To export specific contacts, select those records.
  2. Choose Export from the File menu.
  3. In the Export to File dialog, enter a filename and choose a location at which to save it.
  4. Choose Comma Separated (*.csv;*.txt) from the Export as drop-down list.
  5. Select All to export all listed contacts or Currently selected records to export only the contacts you have specified.
  6. Click Export.
  7. From the Specify Export Fields dialog box, select the Address Book fields you want to export.
  8. Click OK to begin exporting your contacts.


Exporting from Other Data Sources Data can be imported into SalesBoom.com using any program that can export data into a CSV (Comma Separated Values) data file.
  1. Save your data as a file in the CSV format.
  2. Once saved, open the CSV file. Ensure that each field is separated by a comma. If there are no commas between data fields, such as first and last names, they will be interpreted as one data field.
  Education
Cloud CRM Glossary
Data Sheets
Getting Started Guide
Product Demos
Cloud CRM Implementation Kit
Training
Table of Contents
Fast Track Program
Online Training
Free Cloud CRM Trial
FAQ's
Tutorials
Administrative
Export & Import
Introductory
Rollout
Cloud CRM Video Tutorials
Role Based Overview
Marketing User
Sales Manager
Sales Rep
Service/Support Manager
Service/Support Rep
  © 2003-2017 Salesboom.com Inc .Salesboom.com All rights reserved. Legal 1.855.229.2043 Various trademarks held by their respective owners.