This task will import Contacts into ACT!, updating existing Contacts and creating new ones where they don’t already exist. See the ACT! Contact XML page for more information.
This task requires a Connection to ACT!, for more information on setting up and managing ACT! connections, see Connecting to ACT!.
Connection Settings
ACT! Connection
Required
The ACT! connection to import Contacts into. See the Connecting to ACT! page if you require more information on how to create/manage Zynk Connections to ACT!.
Defaulted to the connection marked as the default for ACT!. For more information on managing default connections within Zynk, see the Connection Manager page.
File Settings
Fail File
Required
An absolute or relative file path on the local computer or network to save any Contacts which failed to import into ACT! to. See the Zynk Objects page if you require more information on how the Zynk Object file value works.
Defaulted to act_import_contacts_fail.xml in the current working directory.
Input File
Required
The absolute or relative file path to the XML file containing the ACT! Contacts to import. This can also be inline XML, e.g. by generating the data using a razor script or by providing a URI to a script generating the data and specifying ‘Read contents of file’. See the Zynk Objects page if you require more information on how the Zynk Object file value works.
Defaulted to use the Output from the previous task.
Success File
Required
An absolute or relative file path on the local computer or network to save all Contacts which were successfully imported into ACT! to. See the Zynk Objects page if you require more information on how the Zynk Object file value works.
Defaulted to act_import_contacts_success.xml in the current working directory.
Import Settings
Create Follow Up
Required
Set to true to create a To Do follow up against every new ACT! Contact. The created Activity in ACT! will have the name ‘Follow-up’ and the details will read ‘Follow-up newly created contact.’
Defaulted to false.
Group Name
Optional
Provide a group name to associate every successfully processed ACT! Contact with. The group should already be set up in ACT! (Groups that don’t exist will not be automatically created).
Defaulted to empty, processed ACT! Contacts will not be associated with a Group.
Zynk Settings
See Common Task Settings.
Articles and Sample Files
For full documentation and samples, see ACT! Contact XML.
Links
- Introduction to the ACT! Connector
- Connecting to ACT!
- Importing Companies into ACT!
- Exporting Companies from ACT!
- Importing Contacts into ACT!
- Exporting Contacts from ACT!
- Importing Opportunities into ACT!
- Exporting Opportunities from ACT!
- Importing Products into ACT!
- Exporting Products from ACT!
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