Step 1 - Opening the ACT! database

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When the software is first run, you get a screen with Empty fields as shown below.

When you click on the browse button, you are provided with the list of available databases. In this case, we select ACT6demo.dbf as the database and we click on the open button.

If your database is password protected and/or you have multiple users defined in the database, the username and password screen is presented.

Here, you must enter the username and password for a user that has Administration privileges on the database. If the user does not have Administration privileges, you may not be able to access other user's data that is required for transfer.

When you have successfully logged in to the database the following happens:

1.

The database gets listed on the ACT! Database Field

2.

The user you used (in our case, Chris Huffman) is then declared administrator. If you made a mistake and wish to change the administrator, go to the Tools->Administration menu. Click here if you wish to see how to change the administrator login.

3.

All users defined in the database are listed on the ACT! Username List.

4.

All fields in the ACT! Database are listed in the Field Mapping tab.

Quick Custom Field Mapping

You can quickly create a custom field map by pressing the Quick Custom Field button on the field mapping Tab.