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Sorry if this is the wrong place to post this. Does anyone know how to convert the ybk file to excel so it can be imported into ACT?
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sorry to revive this, is the best way to export to outlook as the button indicates? it doesn't export and just gives a forever hourglass. Wasn't sure if there was a different way.
Unfortunately, there is no longer any real support for YIO. The only information is from the guide you can download. I never liked adding my clients to Outlook as it gets too cluttered. SAI doesn't mind because his 6 clients are all family members. Rick
WTF, did SAI have three more family members turn 65 recently?
Thanks, I'll try that. I didn't realize it could export to CSV.
I have done this - you have to export to CSV. Then when you import to ACT (which is a flat file format), you have to be sure to make the fields correspond to the various field names in ACT to have the import work properly. It was a pain when I did it, but I had a lot of records. Good luck.
How do you export to CSV? that's what I'm having trouble with. Thanks.