Frequently Asked Questions

How do make a copy of my ACT! database to send to you?  
Making a copy is easy -- Click Here for details.

I need to send you a copy of my database but it's too big to e-mail.  How do I send it?
We use Send This File to transfer files.  You can Click Here for instructions or click the Send File option on the top toolbar.

I know the trial version only allows me to export 200 contacts.  How many Notes/History records get exported?
All of the notes and history records for each contact exported will be included.  If a contact in the trial set has 10,000 note records then 10,000 note records will be exported.

I have exported my contact and note data.  What is the key/match fields to link them together?
The  CONTACTID field will link the notes to the contact record.

I am being prompted for a username and password, but I know I have never created a username or password for this database.
There is always a username with an ACT! database.  ACT! remembers it when the database is created so you don't need to retype it when the database is opened.   You can find the user name by selecting Tools>Manage Users.  This list will provide the User Name.

I am trying to use the SQL instance of Exporter and it keeps telling me that it can't open the database.  I have made a copy and have used ACTDIAG to verify that it is not attached to the ACT server.
Make certain that you database is not save in a folder that has special permissions set -- this includes the My Documents folder and your Desktop.  The best place to save the copy of your database is directly under the C: root.  Make a folder named 'c:\my export' 

I need to export Activities, Secondary Contacts and Group Relationships but they're grayed out.  How do I get them?
To export groups and activities, you need to use the Exporter instance of the SQL server.   Click Here for more information. 

If I have ACT! on my system and there already is an ACT7 instance of SQL server, do I need to download and install the Exporter instance?
If you have the sa or ACTREADER password from Sage, then you do not need to download the Exporter instance.  These passwords are not supplied with ACT! and will need to be purchased from Sage. 
There is no additional charge for the Exporter instance, so in most cases it is the most economical way to export using SQL.