Can I use my ACT contacts with BrokerForce™?

Yes, you can export your ACT! 2000 contacts list for use with BrokerForce™.  This involves a two stage process of exporting your contacts list from the ACT! database and then importing that list into the BrokerForce™ database.

To export ACT! 2000 contacts to BrokerForce™, you must first export the ACT! contacts as a text delimited file and then import the text delimited file into BrokerForce™.

To export the contacts to a text delimited file, please follow these steps:

NOTE: A text delimited file contains contact data only. It does not contain notes/history, activities, or sales opportunities. 

ACT Export

1. Open the ACT! database that contains the contacts you want to export.  If you do not want to export the entire database, perform a lookup of the contacts that you want to export.
   

2. Choose the File menu, point to Data Exchange and click Export. The Export Wizard appears.
   In the File type list box, choose Text - Delimited.
   

3. Click the Browse button next to Filename and Location. The Save As dialog box appears. 
   

4. Type a file name in the File Name box and change the Save as Type to Text - Delimited (*.csv). Click Save.  Click Next. 
   

5. Click Contact records only, and then click the Options button. The Export Options dialog box appears.In the Select Field Separator group box, check Comma. In the Do You Want to Export Field Names? group box, check Yes, export field names. Click OK.
   

6. Click Next. Select which contact records you want to export. 
   

7. Current Record exports only the currently selected record
   

8. Current Lookup exports only the current lookup
   

9. All Records exports all records in the database.  Click Next. 
   

10. Change the field export order or remove fields from the export as desired. Click Finish to begin the export 
    
    

ACT! is a trademark of Interact commerce Corporation, BrokerForce™ is a trademark of DataForce, Inc.