What is Act Database?

Act! is a customer database software that serves as a comprehensive CRM program. It is designed to collect, store, and analyze customer data, providing businesses with the ability to quickly access all customer information and history. As a highly customizable and user-friendly CRM tool, Act! is tailored to meet the needs of small to medium-sized businesses (SMBs).

The software facilitates the organization of contacts into groups, which enhances targeted marketing efforts. Additionally, Act! features the capability to create custom database reports and includes over 50 preconfigured reports. Users can also import data from Excel, making the integration of existing customer information seamless.

Act! extends its functionality through the Act! Companion app, which is available for iPhone, iPad, and Android devices. This app is included with the Act! Premium subscription, further enabling users to manage their customer database on the go. With a commitment to customer satisfaction, evidenced by a 93% satisfaction rate, Act! has established a strong user base of over 800,000 users worldwide over its 35+ years in business.

In addition to its robust features, Act! provides extensive online training resources and offers technical support via phone, live chat, and email to ensure users can maximize the benefits of the CRM and marketing automation tool.

How to Export Act Database to a CSV File

Launching the Export Wizard

To export your ACT! database, launch ACT! and open the database you want to export. Navigate to the "File" menu of your open ACT! database, and choose "Export" to initiate the process.

Selecting the File Type

Within the ACT! Export Wizard, you must choose "Text Delimited" as the file type you wish to export to. This will ensure that your file is compatible for CSV format.

Setting Export Options

Proceed to select the "Comma separated values" option in the "Browse" popup. Ensure to choose "Comma" as the separator for the data in the ACT! export options. It is also crucial to select the "Export field names" option so that the CSV file will include headers for each column.

Customizing Field Selection

Review each field shown in the "Field Name" list and remove any fields that you do not wish to include in the export by clicking the "Remove Field" button. This step allows you to customize the data that will be exported to your CSV file.

Completing the Export

Once you have finished setting up the export options and customizing your fields, complete the export process. After the ACT! export is finished, you can import the CSV file into ClientLook® CRM or another compatible system.

Effortlessly Import Your Act Database with Sourcetable

Why go through the hassle of exporting your Act Database to a CSV file when you can directly import it into a spreadsheet with Sourcetable? Sourcetable stands out by offering live data synchronization from almost any application or database, including Act Database. This means you can have your data automatically pulled into a user-friendly spreadsheet interface without the extra steps of exporting and importing through CSV.

With Sourcetable, you'll unlock the full potential of automation and business intelligence. It simplifies the process of data management by allowing you to query your data directly within the spreadsheet, ensuring that your information is always up-to-date and accurate. Say goodbye to manual exports and enjoy the streamlined efficiency that Sourcetable provides for handling your database needs.

Common Use Cases

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  Use case 1: Importing contacts into ClientLook® CRM
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  Use case 2: Sharing contacts with colleagues or business partners
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  Use case 3: Utilizing contact information with other software applications

Frequently Asked Questions

How do I start the process of exporting an ACT! database to a CSV file?

To start the export process, you should launch ACT!, open the database you wish to export, and then click on the 'File' menu, followed by 'Data Exchange', and select 'Export'.

What file type should I select when exporting to a CSV file?

You should select 'Text Delimited' as the file type, and then choose 'Comma separated values' from the picklist.

Which records can I export from the ACT! database to a CSV file?

You can export 'Contact records' to include all contacts in the CSV file.

Should I include field names when exporting to CSV?

Yes, you should choose the 'Export field names' option to include the field names in the CSV file.

How do I complete the export of an ACT! database to a CSV file?

After mapping and removing any unnecessary fields, click 'Finish' to complete the export process. The data file will be saved with a .CSV file extension.