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Import Data from ACT to Apto

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Summary
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Prepare Your Data

Launch ACT! on your computer. Locate and open the database you wish to backup. You must login as the database administrator.

  1. Click File | Backup. You'll see the Backup dialog box under the General tab.
  2. The dialog box displays the name of the Current database. In the Back up to box it assigns a default name and location for the database backup. By default, ACT! chooses to store the backup on your computer's A: drive, names the backup with the same file name as the current database, but adds a .zip extension. The database backup is a compressed file.
  3. If you have previously backed up a database, you can click another name and location from the drop-down list. The four most recent backup paths are displayed in the drop-down list.
  4. You can ignore the "Options" tab.
  5. Click "Start" to begin the backup process. You'll see a progress indicator on your screen as the backup is executed.
  6. If you are backing up your database over an existing backup file, ACT! displays a message confirming you want to overwrite the existing file.
  7. If you run out of space on the disk to which you are backing up your database, ACT! displays a message confirming you want to create a multi-disk .zip file. If you want to back up the database to multiple disks, insert another disk into the drive you specified in the Backup dialog box, and then click OK. ACT! will prompt you for additional disks as necessary.
  8. Once completed, a message will be displayed stating that the backup was completed successfully. Click "OK."
  9. Locate the backup file in the directory where it was saved.
  10. Please upload files to the FILE UPLOAD LINK
 
Next: Importing your Companies and Contacts into Apto

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