LSP Customer/Lead Database Upload Center
Customer Service Customer/Leads Uploader
This tool is used for exsisitng Databases from Outlook, Act, or other CRM/Address Book.
Also customer leads in Excel, DOC,PDF, or CSV Format
Trade Show Leads Uploader
This tool is used for any trade show leads in a
Excel, Doc, PDF or CSV Format
Sales Person Customers/Leads Uploader
This tool is used for exsisitng databases from Outlook, Act, or other CRM/Address Books.
Also customer leads in Excel, DOC,PDF, or CSV Format
Here are step-by-step instructions on how to export contacts from Outlook:
- Open Outlook: Launch the Outlook application on your computer.
- Access the File Menu: Click on File in the top left corner of the screen.
- Choose Export Option: In the left-hand menu, select Open & Export, then click Import/Export.
- Select Export Action: In the Import and Export Wizard that appears, choose Export to a file and click Next.
- Select File Type: Choose Comma Separated Values (CSV) (or another file type as required) and click Next.
- Select Contacts Folder: Browse and select the Contacts folder you wish to export. This is typically under your primary email account. Click Next.
- Choose Save Location: Click Browse, select a location to save the exported file, and give it a descriptive name (e.g., “OutlookContacts.csv”). Click OK, then Next.
- Map Custom Fields (Optional): If needed, click Map Custom Fields to ensure the data fields from Outlook match the format of the exported file. Adjust as necessary, then click OK.
- Export Contacts: Click Finish to start the export process. Outlook will generate the CSV file at the location you specified.
- Verify the Exported File:
- Come back to this page and uplaod using the appropriate tool.
Exportng Contatcs from Act!
Step 1: Open Act! and Access the Contact List
- Launch Act! CRM on your computer.
- Go to the “Contacts” tab in the main menu.
- If you want to export a specific group, filter your contacts using the “Groups”or “Lookups” feature.
Step 2: Set Up the Export File
- Click on “File” in the top menu.
- Select “Export” from the dropdown menu.
- In the Export Wizard that appears:
- Choose the file type you want to export to (e.g., CSV is the most common for spreadsheets and importing into other platforms).
- Click “Next” to proceed.
Step 3: Configure Export Options
- Export File Destination:
- Select the location on your computer where the exported file will be saved.
- Name the file and click “Save”.
- Select the Records to Export:
- Choose whether you want to export:
- All contacts.
- A current lookup (if filtered).
- Define the Data to Export:
- Choose which fields you want to include (e.g., Name, Email, Phone, Address).
- If required, customize the field mapping to match your needs.
Step 4: Export the Contacts
- Review the summary in the Export Wizard and click “Finish”.
- Act! will generate the file and save it to the specified location.
Step 5: Verify the Exported File
- Navigate to the file location you specified during the export process.
- Open the file (if it’s a CSV, use a program like Excel or Google Sheets).
- Check that all required fields and data have been exported correctly.
- Return to this page and uplaod the file to the using the appropriate tool.
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