Data Exportation
Guide
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)
- 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.
Exporting Contacts
from Outlook
- 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.
Exporting Contacts
from GoldMine 4.0
- 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.
Exporting Contacts
from GoldMine 5.0
- 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.
Exporting Contacts
from Palm Desktop
- 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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