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Data Export

Sage ACT!

Step 1: Select File, Data Exchange, and then Export.

Follow the step-by-step instructions below to export your CRM data from Sage ACT!

How to export data from Sage ACT - Step 1

Step 2: Select Text Delimited, a location, then Next.

How to export data from Sage ACT - Step 2

Step 3: Select Contact Records Only, then Options.

How to export data from Sage ACT - Step 3

Step 4: Select Comma, Yes, and then click OK.

How to export data from Sage ACT - Step 4

Step 5: Choose All Records, then click Next.

How to export data from Sage ACT - Step 5

Step 6: Review the listed fields and then click Finish.

Step 7: Visit https://dataupload.paretoplatform.com

How to export data from Sage ACT - Step 7

You may now securely upload your data

https://dataupload.paretoplatform.com

Once your data has been received, our Data Team will contact you and begin importing your data into Pareto Platform CRM.

Pareto Platform
Thank you for submitting the online form. A Pareto Platform CRM representative will contact you within 24 hours.