ACT!PAK Error Transfering Data to Excel

Q:  How can I troubleshoot an error in ACT!PAK when I try to transfer notes and history from ACT 6 into Excel or ASCII text???   Error code from ACT!PAK is
“ACTPAK encountered an ERROR Transfering records to Excel(20): Method ‘~’ of object ‘~” failed”

ACTPAK encountered an ERROR Transfering records to Excel

ACTPAK encountered an ERROR Transfering records to Excel

A:  Always backup your database before doing any mainteance or exporting. It  is always good to do a test transfer of the data from the ACTdemo database to make sure that will work before repairing at your production database,

If you can’t export the ACTDEMO database,  you should verify  check the version of Excel is 2000, 2002 or 2003 or reinstall ACT 6.

It you can TRANSFER from the ACTDEMO database without error,  then you need to work on your production database.

When ACT!PAK was doing a TRANSFER to excel it probably ran into some ACT data it could not handle or some corrupted ACT indexes.

Troubleshooting steps:

Step 1: BACKUP
You should get everyone out of the ACT database if it is a multiuser database, then do a normal ACT backup ( FILE, BACKUP)
then exit act

Step 2: SCAN AND REPAIR
Clean up the ACT database by running a full scan and repair from the ACTDIAG program

start run, ACTDIAG
maintenance, scan and repair
it will backup again and run, then open ACT to rebuild the indexes

Try your ACT!PAK Transfer again.  It it fails,  then do Step 3

Step 3:Divide and conquer

In ACT,  do lookups to make smaller groups to TRANSFER via ACT!PAK ( select Current Lookup in ACT!PAK)

If you have 10,000 contacts you might try doing 1000, then then next 3000, and so on.   Of just try the first 5000.
you can lookups on fields using < or  >=  if you do a LOOKUP, BY EXAMPLE, <edit field box>,  Query, Run Query

on large databases you could divide it into 9 batches using

Zip < 2           – to get all the blanks and zips starting with 0 or 1
Zip 2
Zip 3
Zip 4
Zip 5
Zip 6
Zip 7
Zip 8
Zip > 9           – to get all the ZIPs starting with 9 Or any alpha character

or  try you could divide into 4 batches using

Zip < 4           – to get all the blanks and zips starting with 0 or 1 or 2 or 3
Zip 4
Zip 5
Zip > 5           – to get all the ZIPs starting with 6, 7, 8, or 9 Or any alpha character

or  try you could divide into 2 batches using

Zip < 5             – to get all the blanks and zips starting with 0 or 1 or 2 or 3, or 4
Zip >= 5          – to get all the ZIPs starting with 5, 6, 7, 8, or 9 Or any alpha character

note in ACT 6, you have to do a do a LOOKUP, BY EXAMPLE, (Enter something like  “>5” in the ZIP field,  Query, Run Query to get these to work

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