SalesLogix Technical Support Knowledge Base

Importing Data

Importing from ACT! or GoldMine

Existing information may be imported into SalesLogix from ACT! or GoldMine. The ACT! versions that are supported are Version 2.0 (Single User or Multi-user), Version 3.0.6 (Single User or Multi-user) and Version 3.0.7 (Single User or Multi-user). Multiple versions of GoldMine for Windows are also supported.

Predefined import maps exist for each of the supported imports. These import maps may be modified to accommodate the import of all existing information. To perform these modifications, select the option in the SalesLogix import Wizard which allows changes to be made to the selected import map.

Importing from a Flat File

Field Mapping

Flat-File Import of Multiple Contacts

The SalesLogix Import Wizard that was released with Version 2.1x can automatically handle the importing of multiple contacts for a single account. You should first select your input table (this is the flat file that contains the information to be imported) and make sure that you denote if the contact and address records are in the same input table as the account records. You may skip the Table Mapping steps if Account, Contact, Address and Notes/History are the only tables of information that you will be importing. Then, follow the basic field mapping steps below to successfully import these records. When the field mapping is complete, follow the rest of the import wizard steps and click <Import> in the final step to begin importing the data.

Table name: ACCOUNT
1) Drag-and-drop any fields that should be imported into the fields listed in the ACCOUNT table. 
2) Click <Next> when done.

Table name: ACCOUNT ADDRESS
1) Drag-and-drop any fields that should be imported into the fields listed in the ACCOUNT ADDRESS table.
2) Select the ISPRIMARY field when done mapping all other fields. Click the icon in the middle of the two windows with the blue asterisk to open the "Field Map Properties" dialog and set the field map properties.
• Name the field map (ex: Accnt_ISPRIMARY_True)
• Click <Add> to set the properties of the value.
• In the "Value Properties" dialog, select the <User defined value> option and type the letter T in the field. Click <Okay>.
• Click <Okay> to save these properties.
3) Click <Next> when done to proceed with the field mapping.

Table Name: CONTACT
1) Drag-and-drop any fields that should be imported into the fields listed in the CONTACT table.
2) Make sure that a field is mapped to ACCOUNT or the account/company name will not appear in the hyper-link of the Contact Detail View.
3) If you only have one field containing name information - instead of the 3 required by the SalesLogix structure - map this single name field to both FIRSTNAME and LASTNAME. (It can also be mapped to MIDDLENAME if that information is required).
4) Expand the LASTNAME field until its field map name is visible.
• Double-click this field map name to edit its properties.
• From the drop-down list of Functions, select "Lastname" and click <Okay>.
• Click <Okay> to save these properties.
5) Edit the properties of the FIRSTNAME field map in the same manner, but select "Firstname" from the drop-down list of functions instead of "Lastname".
6) Click <Next> when done.

Table Name: CONTACT ADDRESS
1) Drag-and-drop any fields that should be imported into the fields listed in the CONTACT ADDRESS table.
2) Follow the same steps listed under ACCOUNT ADDRESS to set the properties for the ISPRIMARY field.
3) Click <Next> when done to proceed with the field mapping.