Step 1. Setup

Select the target ACT! Database

You will start the process by selecting which ACT! 2010 database you are going to merge your file into.  In addition, you will need to provide the Username and Password for the database in order to continue.

Merge Type

From this screen you will also have the opportunity to select which type of merge you will be performing.  Depending on which radio button is selected, this is where the imported data will be merged into ACT! 2010.

Source Data

Here you will be choosing the source data file and the delimiter you will use.  You can click the button to locate the source file. Note:  If the first record in your source file included column headers you will need to check the option in this portion of the screen.

Here is an example of Step 1 completed

Click the Next button to continue to the next screen in the wizard or click Begin Merge to start the merge process.