Importing Companies into ACT!

This task will import Companies into ACT!, updating existing Companies and creating new ones where they don't already exist. See the ACT! Company XML page for more information.

Connection Settings

ACT! Connection

Required
The ACT! Connection to export Companies from. 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!.

File Settings

Fail File

Required
An absolute or relative file path on the local computer or network to save any Companies 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_companies_fail.xml in the current working directory.

Input File

Required
The absolute or relative file path to the XML file containing the ACT! Companies 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 Companies 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_companies_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 (ACT! Contacts can be nested inside ACT! Companies to represent a Company Link). 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 (ACT! Contacts can be nested inside ACT! Companies to represent a Company Link). 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! Company XML.