Step 1: Select File, Data Exchange, and then Export.
Follow the step-by-step instructions below to export your CRM data from Sage ACT!
Step 2: Select Text Delimited, a location, then Next.
Step 3: Select Contact Records Only, then Options.
Step 4: Select Comma, Yes, and then click OK.
Step 5: Choose All Records, then click Next.
Step 6: Review the listed fields and then click Finish.
Step 7: Visit https://dataupload.paretoplatform.com
You may now securely upload your data
Once your data has been received, our Data Team will contact you and begin importing your data into Pareto Platform CRM.