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1.   Importing into ACT!
2.   Importing into Goldmine 3.0, 4.0, 5.0, 6.0
3.   Excel help
 
  • Comma Delimited
  • Upper Case
  • How to import Outlook Contact Manager
  • Mail Merge
  • 1. ACT!4.0/2000
     
  • Start ACT! Open a database
  •  
  • Click on File and New. Then select ACT! Database and click OK.
  • Give the new database a name (We suggest GoLeads Database) and click Save
  • Click OK
  • Click on File, then Data Exchange, Import
  • In the Import wizard, change File Type to Text Delimited
  • Click on the (…) button to the right of the File Name box.
  • Browse to find your file. Don't forget to change the Files of Type (at the bottom of the screen to Text Delimited (.txt)
  • Double click on your file to return to the Import wizard screen.
  • Click Next
  • Select 'Contact Records Only'.
  • Click Next
  • Choose 'Don't use a predefined map'
  • Click Next
  • Match up the fields from your file with the fields in ACT!
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  • Company Name to Company
  • Address to Address1
  • City to City
  • State to State
  • Phone Number to Phone etc.
  • Some GoLeads fields do not correspond to ACT! Use the USER DEFINED fields for these.
  • To save this field Map, Click on Save Map.
  • Give the map a name.
  • Click on Finish, and the records will be imported.
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    2. Goldmine 4.0,5.0 6.0
     
  • Download your GoLeads list.
  • Once you have downloaded your list, open the file and do a 'Save As', change the file type to '.dbase' as your file format.
  • Make a note of the file folder and the name of the file where you saved your GoLeads List.
  • Import your GoLeads list into a new Goldmine database.
  • On the menu bar select File/Open File
  • Click on the New button to create a new database
  • Type in a description for your database (we suggest GoLeads) and click NEXT
  • Click on the (…) button.
  • In the browse for Folder window, click on the directory tree until you locate the Goldmine folder highlight it and click OK
  • This brings you back to the Create Goldmine Database. In the Create A New Contact database a small window will appear. You will notice the path for the new database. At the end of this path you must type in the name of the new database and then click NEXT
  • Click NEXT, NEXT again and then FINISH.
  • Goldmine will now create an empty database for you to import the Marketplace list.
  • Importing the Data
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  • On the menu bar select File/Open
  • From the list of names select the database you just created and click OPEN FILE.
  • From Tools on the menu bar choose IMPORT RECORDS. This will bring up the Goldmine Import Wizard window.
  • Make sure the circles next to IMPORT A NEW FILE and DBF FILE: XBASE/CLIPPER DATA FILES are SELECTED and click NEXT.
  • Click the Browse button to find the file in the appropriate folder. Highlight the file and click OPEN the Next
  • In the Import File Profile window you can preview each of the records by clicking the NEXT or PREVIOUS buttons. When finished viewing or if you don't want to preview the records click the NEXT button.
  • Mapping the Fields
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  • One at a time: Click on a field name under Import Fields. Goldmine will try to highlight a match under Goldmine Field. Make sure it is mapped to the appropriate filed and click the MAP to GM > button for each field.
    • Note: GoLeads has many fields that Goldmine does not, such as Yellow Page Heading, # of Employees, SIC code, etc. Suggesting: Map these fields to whichever fields you prefer. You can change the field names later.
  • When finished, click the Next. This will bring up a Save Profile window.
  • Choose Yes or No (if you feel you will be using this set up again yes and give it a name) then click NEXT, then FINISH.
  • An Import Status window will appear and count the records. When it's finished, click OK.
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    4. ACCESS
  • Download your GoLeads list.
  • Open Access, Click File > New
  • Once you have a new blank database open, click File > Get External Data > Import
  • Find your GoLeads (.csv) file, highlight and Click open
  •  
  • This will open the Import Text Wizard
  • Click the 'Advanced' button on the bottom left hand corner of the dialog box.
  • In the Field Information box, change all Data Types to Text.
  • To do this, Click on the first non-text item (second column: Data Type) a dropdown list should appear. Scroll down to text.
  •  
  • Do this to all data types to make them text.
  • Click OK
  • Click Next
  • Make sure 'In a new table' is checked.
  • Click Next
  • Click Next
  • Click 'no primary key'
  • Import to table: (Name this something you will know)
  • Click Finish
  • Click OK
  • Open the database you just created
  •  
  • Double click on 'Field 1' type in the heading just below (example: State, SIC Code, Company Name, etc.)
  • Once you have changed all of the headings, highlight the first record of the database and click delete.
  • Save, then close when done.
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    3. EXCEL
  • Mail Merge
  • Ensure your file is saved on your desktop
  • Open a blank word document
  • Go to: Tools > Mailings > Mail Merge
  • On the right hand side of your screen the Mail Merge task pane will appear to take you through the steps.
  • Select what type of document you are going to be working on: Letters, e-mail messages, envelopes, labels, or directory.
  • Example:  Labels:
  • Click Next: Start Document
  • Select > Change document layout
  • Select your label options
  • Select your printer and label types.
  • Click Next: Select Recipients
  • Click Use an Existing List
  • Click Browse
  •  
  • Find the file you saved on your desktop.
  • Click open
  • The Mail Merge Recipients box appears:
  •  
  • Select the names you wish to use: Select All or just select a few choice names. (Default selects all)
  • Click on OK when done.
  • Click Next –Arrange your labels
  • Select Address Block
  •  
  • View the preview pane to ensure that is how you want the labels to appear.
  • Click OK
  • Should show Next Record Address
  • Click Update Labels
  • Click Next to preview your labels (May need to scroll down to see this option.)
  • Complete the Merge
  • Click Print
  • Ensure 'all' is selected.
  • Load your label paper into the printer
  • Click Print
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    Comma Delimited
  • Open your excel spreadsheet.
  • To the right of the cell with the full name, insert a column for each name. Example: John A. Smith Jr > add in four columns.
  •  
  • To do this Highlight the column after the one you need to change. Click Insert > Column Repeat this step 4 times.
  • Click on Data > then Text Columns
  •  
  • A 'Convert Text to Columns Wizard' dialog box will appear.
  • Click Delimited
  • Click Next
  • Step 2 > uncheck the 'tab' option and check the 'space' option.
  • Click Next
  • Step 3 > At the bottom of this screen the name you started with should be separated the way you want. If not, go back and make sure you have checked everything correctly.
  • If it is correct. Click Finish.
  • Your spreadsheet should appear separated.
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  • UPPERCASE to Lowercase
  •  
  • Open the Excel spreadsheet you want to correct.
  • Click on an empty cell to the right of the information.
  • In the cell type: =proper(B2)
  • Notice that after you click enter a dark border around that one cell.
  •  
  • At the bottom right corner of the dark border is a black square.
  • Click and hold your cursor on the small black square.
  • Drag the square to the right and down.
  • This will change all of the information for you.
  • Your new information will be seen on the right hand side of the excel spreadsheet.
  • See example below.
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    6.  Import into Outlook Business Contact Manager (2003)
     
  • Open Outlook
  • Select Contacts
  • Select File > Import > Business Contact Manager
  • The Business Data Import Wizard dialog box will appear
  • Ensure 'Import' is selected and click Next
  • 'Select the type of file you wish to import' will appear, select Comma Separated Value or .csv
  • Click Next
  • 'Select file to import' will appear
  • Click 'Browse' to locate your file
  • Highlight the file you want to import and click 'Open'
  • Under options, decide whether you would like to Import Duplicates or Don't Import Duplicates
  • Click Next
  • 'Select the data to import, select the destination, and then map the fields' screen will appear.
  • Left click the box next to your file to select it
  • Click the 'Map' button, located on the right hand side
  • Next match up your fields.
  •  
  • On the right hand column, scroll down to the 'Business Street' listing.
  • Click 'address 1' on the left hand column, while holding the click, drag the word 'address 1' until it rests on top of 'Business Street' and then release.
  • The words 'Address 1' should then appear next to 'Business Street' in the left column.
  • In the right column, there should now be a check mark next to 'address 1' to show that it is done.
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  • Follow the previous steps for the rest of the columns:
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  • Address 2 > Other Street
  • Address 3 > Other City
  • City > Business City
  • Company > Company
  • Name > Full Name
  • Number of Employees > Business Rating (Optional)
  • Phone Number > Business Phone
  • Section_Head > Job Title (Optional)
  • SIC Code > Comments (Optional)
  • State > Business State
  • Zip > Business Zip Code
  • Click OK when finished.
  • 'Select the data to import, select the destination, and map the fields' dialog box will appear
  • Click Next
  • You are now ready to import the file – This may take several minutes.
  • Click Next
  • It will show files transferring from one folder to another.
  • 'Your data has been imported successfully' should appear, Click close.
  • You should now be able to see all your imported contacts in the Business Contact Screen.
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