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Thread: Importing Contacts from Neatworks for Mac

  1. #1
    Geotech is offline Junior Member
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    Aug 2010
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    Default Importing Contacts from Neatworks for Mac

    Hi -
    I need to import a long list of sales lead contact information from Neatworks (a single Neat Library folder). Am running on Mac (Neatworks Mac Version on a Mac computer). Any suggestions?
    Thanks

  2. #2
    ben.gillis is offline Senior Member
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    Default Re: Importing Contacts from Neatworks for Mac

    according to the following link NeatWorks can export as a .csv file

    http://www.neatco.com/products/common-questions


    you need to do this, and then import the csv into Sugar.



    Ben Gillis
    SugarCRM Trainer
    Plus Consulting
    for training go to
    http://www.plusconsulting.com/training.htm

  3. #3
    Geotech is offline Junior Member
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    Default Re: Importing Contacts from Neatworks for Mac

    Thanks, this seemed to work to import the list.

    However now there's a new problem, the lead list won't display more than one name (should show about 100 names). I can get it to display a single name (provided I come up with the name on my own and then conduct a search for it).

    There has to be a way to get all the lead names to display on the Lead homepage.

    Thanks for any suggestions on how to get the lead list to display properly.

  4. #4
    robertbmirth is offline Sugar Community Member
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    Default Re: Importing Contacts from Neatworks for Mac

    First, make sure that your search form is empty. The search form persists its values, so if you did a search before then the same search will still exist the next time you view the page.

    Next, check your system settings. Go to Admin -> System Settings and look at List View Items Per Page. If this is set to 1 then there's your problem.
    Robert Beckman
    Software Engineer
    Mirth Corporation

  5. #5
    Geotech is offline Junior Member
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    Default Re: Importing Contacts from Neatworks for Mac

    Thanks, Will try that.

    Appreciate the help.

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