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To import data into Microsoft Word 2002 or xp

Importing instructions - mail merge for labels

1.) Open Microsoft Word.
2.) Click on the Tools in the main menu at top left.
3.) Select Letters and Mailings, and then Mail Merge Wizard.
4.) Select the Labels button under Select document type.
5.) Click on the Next: Starting document link at the bottom of the Mail Merge helper below Step 1 of 6.
6.) Click on the Label options. link under Change document layout and select the appropriate label from the Label Options window, then click OK.
7.) Click on the Next: Select recipients link at the bottom of the Mail Merge helper below Step 2 of 6.
8.) Click on the Browse. link under Use an existing list.
9.) The Select Data Source window will appear. Click on the Look in: dropdown menu and select the location of your list data file.
10.) Once you have located your list data file, highlight this file and click on the Open button in the Select Data Source window.
11.) The Mail Merge Recipients window will appear with a preview of your list.
12.) Click the OK button on the Mail Merge Recipients window.
13.) Click on the Next: Arrange your labels link at the bottom of the Mail Merge helper below Step 3 of 6.
14.) Make sure that the cursor is in the text area of the first label on the sheet and click on the More items. link under Arrange your labels.
15.) The Insert Merge Field window will appear. Ensure that the button next to Database Fields is selected.
16.) Select the appropriate data elements from the Insert Merge Field window, such as Company_Name, and then click on the Insert button then click the Close button.
17.) Insert the appropriate spacing and punctuation after inserting each data element (e.g. Company Name, Address, City, State, Zip).
18.) Repeat this process until all of the address information is correctly laid out on your label (e.g. click on the More items. link under Arrange your labels, select the appropriate data elements from the Insert Merge Field window, [such as Company_Name,] click on the Insert button and then click the Close button).
19.) Click on Update all labels under the Replicate labels section.
20.) Click on the Next: Preview your labels link at the bottom of the Mail Merge helper below Step 4 of 6.
21.) Your labels should now appear laid out properly with the address information from your list.
22.) Click on the Next: Complete the merge link at the bottom of the Mail Merge helper below Step 5 of 6.
23.) Click on Print. or Edit Individual Records.from this step (Step 6 of 6). (Clicking Print from the top toolbar will not print all labels. Clicking Edit Individual Records... will open a new document of all the labels, save this to print from at a later time.)
24.) Save the document to avoid repeating the importing steps every time you need your list.
 
 
IMPORTING INTO MICROSOFT WORKS
Importing instructions
 
1.) Start Microsoft Works.
2.) Click on Tasks in the main menu at top left and select Letters & Labels.
3.) Click on Mail Merge Documents, and then click Start this Task.
4.) Select the Mailing labels option and click OK.
5.) Select the size of labels by clicking the appropriate product number, and then click on New Document.
An Open Data Source box will appear.
6.) Click on the folder icon that precedes Merge information from another type of file.
7.) In the Look in: dropdown menu and select the location of your list data file.
8.) Locate your file and double click it. Hint: if you do not see your file in the Files of Type: box, select All Files.
9.) Click on Yes when asked "Do you want to use the entries in the first row of data as field names?"
10.) Select Comma (,) from the Select Separator Character box and click OK.
11.) Select OK when asked to set up your merge document.
12.) A Mail Merge window will appear. Click Setup in the first step.
13.) In the Envelope Options menu, choose your label type and click OK.
14.) In the Mail Merge Wizard window, select Edit in the first step and click on the file that drops down.
15.) You will now see your document display with a grid. This is your label setup. Place your cursor on the top, left-hand rectangle and click once. Your cursor should now be blinking in that rectangle.
16.) Click on the Insert Merge Fields button on the third toolbar from the top. Position your cursor over it without clicking to display "Insert Merge Fields." (If you do not see the toolbar, click on View, then Toolbars, and then Mail Merge.)
17.) An "Insert Merge Field" window will appear. Ensure Database Fields is selected at the top of the window.
18.) Click once on the field you want to insert first, and then click Insert. Repeat this process until you have added all desired fields, then click Close.
19.) Once all fields are inserted and your label is setup in the desired format, click on Propagate Labels to fill all of the labels on the page with the merge fields. (Propagate Labels is the ninth button from the left on the tool bar.)
20.) Click the Merge to New Document button in the tool bar, the forth button from the right.
21.) Select All in the popup window and then OK.
22.) To print your labels, click File in the main menu at top left then Print and choose your print settings. Click OK to print.
 
 
Importing Into MICROSOFT WORD 95-2000
 
Importing instructions - mail merge for labels
 
1.) Open a blank new document in Word.
2.) Click on Tools in the main menu at top left and select Mail Merge.
3.) Click on Create, then choose Mailing Labels.
4.) In the pop-up menu, select Active Window.
5.) Click on Get Data, then choose Open Data Source.
6.) In the Look in: dropdown menu and select the location of your list data file. (If you do not see your file, select All Files in the Files of Type: box.)
7.) Locate your file and double click on it.
8.) At the Confirm Data Source window, select Text Files. (If you do not see the Confirm Data Source window, skip to Step 11.)
9.) Click OK.
10.) If necessary, in the second window, select Plain Text. (Not all programs will ask a second time.)
11.) Choose the Set Up Main Document button.
12.) Select the address label type under Product Number on the Label Options screen.
13.) Click OK. A Create Labels window will appear.
14.) Click on Insert Merge Field, then click on Contact_Name press the Enter key.
15.) Click on Insert Merge Field, then click on Company_Name, press the Enter key.
16.) Click on Insert Merge Field, then click on Address, press the Enter key.
17.) Click on Insert Merge Field, then click on Address2, press the Enter key.
18.) Click on Insert Merge Field, then click on City, type a comma and a space.
19.) Click on Insert Merge Field, then click on State, press the spacebar twice.
20.) Click on Insert Merge Field, then click on Zip, press the Enter key.
21.) Click OK.
22.) Click the Merge button in step 3.
23.) Click Merge again.
24.) Once the records are done importing, click on File in the main menu at top left and select Save As.

 

To import data into Microsoft Outlook
 
1.) Click on File from the main menu at top left and New. Select Folder.
2.) Give the new folder a name.
3.) Select Contact Items from the Folder Contains dropdown menu.
4.) Choose Contacts from the list of areas in the Select where to place the folder: box and click OK.
5.) Click on File and choose Import and Export. to open the Import and Export Wizard.
6.) Select Import from another program or file and click Next.
7.) In the Import a File: box select Comma Separated Values (Windows) and click Next.
8.) Click on Browse... to select your file.
9.) In the Look In: dropdown, find the directory which contains the data file.
10.) In the Files of Type: box, choose Comma Separated Values (Windows).
11.) Locate your file and double click it.
12.) In the box under Options, select whether or not you want duplicates and click Next.
13.) Highlight the folder that you just created and click Next.
14.) In the next window, click on the box that appears under The following actions will be performed: This will place a check mark in the box.
15.) Click on File and choose Import and Export. to open the Import and Export Wizard.
16.) Now click on Map Custom Fields...
17.) The From: box will contain the fields in your import file. (If your file has a header record, put a check mark in the box that says First record contains field names.)
18.) Click on each field from the file to be imported and drag it to the corresponding field in Microsoft Outlook. (If the field in outlook has a + next to it, you can click the + and it will bring down the rest of the fields in that category.)
   
19.) When you are done mapping the fields, click OK
20.) Click Finish to being importing the records into the folder you created in Steps 1-4.

 

 
 
To import data into ACT!
Act! will import data from text files with the extensions *.csv and *.txt.
Importing instructions
 
1.) Open the Act! database in which you want to import data.
2.) From the File menu, Click Import, to open the Import Wizard.
3.) Click Next.
4.) On the Specify Source screen, select the type of program or file you want to import from and then click Browse to find the source file. (Be sure to choose the correct file type at the bottom of the dialogue box.)
5.) Follow the instructions on the screens, clicking Next to advance. If your file is a *.csv file, select the Comma delimiter.
6.) Click Finish.
 
The importing records progress indicator appears. If you selected the option to confirm each match on the Specify Merge Options screen, and if duplicate records are found, you can decide to create a new record, merge the record, or skip the import of the record.
Using Predefined Map files for Contacts
Act! provides predefined map files for contacts which let you easily import data from selected programs. If no map is available for the program you are importing from, or the map does not meet your needs, you can create a custom map. For example, you may want to map a contact's name in Outlook to a custom field in ACT! Called "Stockholder."
You can also map data to multiple fields. For example, you can map a contact's first name to the "First Name" and "Salutation" fields.
 

Disclaimer:
These instructions are provided to customers for reference purposes only. Although we cannot infringe upon other third-party software companies by providing specific instructions for their respective applications. Based in this information, we may ask you to contact the manufacturer's technical support department for further guidance on issues beyond our qualifications.

 

 

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