How to Import an Excel spreadsheet

I’m trying to import a Excel database. I saved it as a TXT file, but when I go to import it, I can’t find it.

You probably aren’t selecting the correct “file type.” The ACT! import defaults to importing an ACT! database (.PAD file). Change the file type in up to 2 places:

1. On the first import screen, specify Source = Text Delimited
2. Select the Browse button to search for your file. On the dialog box that opens, be sure to select Files of Type = Text files (.txt) at the bottom. (If you are importing a .CSV file, select that option from the drop-down menu.)