Transferring ACT! Templates into SalesNexus

Click on the Option you want Below:

Copy text only and reformat in SalesNexus

Copy text and formatting and paste into SalesNexus

Copy and paste HTML code to preserve formatting, links and references to graphics on another web server.

Copy text only and reformat in SalesNexus

First, open a template that you want to transfer and hit CRTL+A on your keyboard to select all or right-click and select "select all". Then hit CRTL+C to copy or right-click and select copy.

Now go to the Letters tab in your SalesNexus database and open the template editor (). There you have multiple paste options.
- Is to paste the copied information as plain text. This will take out font color, size, and style and reset all to default.

Copy text and formatting and paste into SalesNexus

1. First, open a template that you want to transfer and hit CRTL+A on your keyboard to select all or right-click and select "select all". Then hit CRTL+C to copy or right-click and select copy.
2. Now go to the Letters tab in your SalesNexus database and open the template editor (). There you have multiple paste options.
   - Will paste the copied information as if it was coming from Microsoft Word. Therefore, it will try to keep all formatting, but there is no guarantee as to what will transfer and what will not.
   
   **The other option is to simply just hit CRTL+V to paste or right-click and select "paste" to insert information. This may or may not work depending on the template context (i.e. images, formatting, links, etc.)
   
   *Note: If you have tables, columns, header or footers, and/or pictures in your template, they may not transfer over correctly or at all.

Copy and paste HTML code to preserve formatting, links and references to graphics on another web server.

You may also save the template file as a webpage by going to File, Save As:

(In Microsoft Word) and in the "Save as Type" dropdown, select "Webpage":

1. Then, go to the folder where that file is located and right click and select open with: Notepad:
   
2. Then copy all the text and go to the database and click the button in the template editor.
3. Then hit CTRL+V to paste or right-click and select paste, then click update:
   
4. After you click Update, you will see the template in the template editor window:
   

 

**NOTE: There is no garuantee that all formatting will transfer over. If assistance is needed, you can contact us by email (support@salesnexus.com) or by click on the chat button in this page. If you wish for us to create the templates for you, charges may apply.