Using the Data Import QuickStart Wizard

Import data from other contact management applications into GoldMine, eliminating data entry. Incorporate new data into GoldMine and begin using it.

NOTE: This wizard is available for users with Master Rights only.

1.

Select Tools > Quick Start Wizard.

2.

At the GoldMine QuickStart Wizard dialog box, click the Data Import Wizard button.

The Welcome screen of the Data Import Wizard dialog box opens.

3.

Click Next.

4.

Select the contact management application you are importing from in the Choose the product from which you are importing drop-down list. Select one:

○ ACT! for windows 2.0 through 4.0

○ ACT! 6.0

○ Lotus Organizer 6.0

○ Microsoft Outlook 98 or higher

○ Microsoft SQL Server database table

○ Text files with delimiters, like commas or tabs

○ Text files with fixed length fields

If importing from a source different from these options, use the import options in GoldMine. Select File > Import and Export > Import contact records.

5.

Click Finish. The Alert window opens.

6.

Click OK. The Import Wizard opens.

7.

Make your selection and then click Next.

8.

Enter the complete path and filename of the file to be exported in the field and click Next.

If you chose SQL the following screen opens.

9.

Complete the wizard screens and then click Finish.