In order to import data into your Salesboom.com account, you will first need to export your existing data.
- After launching ACT!, select Data Exchange | Export from the File menu.
- Select the Text-Delimited field type.
- Enter a filename and choose a location to save the data file. Click Next.
- Select Contact Records Only.
- Click the Options button.
- Select Comma for the field separator value. In this way you will be creating a Comma Separated Values file.
- Click the Yes, export field names checkbox. Click OK.
- Click the Next button.
- Select All Records and click the Next button.
- Click Finish to begin exporting your contacts.
- After launching Outlook, select Import and Export... from the File menu.
- Choose Export to a file. Click Next.
- Choose Comma Separated Values (Windows) and click Next.
- Select the folder in which you have stored your contacts. This is usually the Contacts folder. Click Next.
- Choose a filename for the exported data file and click Next.
- Click Finish to begin exporting your contacts.
- After launching GoldMine 4.0, select Export Records from the Tools menu.
- Select Export to a new file. Choose DBF file and click Next. The exported DBF file will
be in the proper CSV format.
- Select the fields you want to export from the list on the left side of the dialog. Click Add Field, then click Next.
- Choose the location to save the export file and click Next.
- Select No when prompted to save these settings, then click Next.
- Click Finish.
- Launch GoldMine 5.0.
- After launching GoldMine 5.0, choose Import/Export Wizard | Export Contact Records from the Tools menu.
- Select Export to a new file.
- Select ASCII file and click Next.
- Select ALL Contact Records! in the drop-down list and click Next.
- Select the fields you want to export from the list on the left side of the dialog. Click Add Field.
- Click Next.
- Choose the location for the export file, select the Export GoldMine field names... checkbox, and then click Next.
- Select No when prompted to save these settings, then click Next.
- Click Finish to begin exporting your contacts. The exported file will have a .txt extension.
- Open the Palm Desktop Address Book to export all contacts. To export specific contacts, select those records.
- Choose Export from the File menu.
- In the Export to File dialog, enter a filename and choose a location at which to save it.
- Choose Comma Separated (*.csv;*.txt) from the Export as drop-down list.
- Select All to export all listed contacts or Currently selected records to export only the contacts you have
specified.
- Click Export.
- From the Specify Export Fields dialog box, select the Address Book fields you want to export.
- Click OK to begin exporting your contacts.
Data can be imported into SalesBoom.com using any program that can export data into a CSV (Comma Separated Values) data file.
- Save your data as a file in the CSV format.
- 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.
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