How do I export from Byte to Act?

  1. Open Byte, and then open any borrower file. On the Main Menu, click the Management Reports button, and then double-click Mail Merge.
  2. Click the New button.
  3. Click the Export button. In the Export Type field, choose Text from the list.
  4. In the Target File field below, type C:\tqsact.txt.
  5. Leave checks in the next two lines below, and in the After creating file box, choose Do Nothing from the dropdown list. Do not select the Ignore filters and Include files options.

Now you are ready to start selecting fields from your borrower files that you want to export to your Act database.

  1. Click the Add Field button.
  2. You can choose more than one field from the right side of the screen at a time. Press and hold down the CTRL key as you click to select multiple fields.
  3. If you are excluding any of your borrower files from the export list, you must include a field that you can filter on.

For example, pretend you want to export only borrower information from files that are not closed or canceled. Click on Add Field again, and choose the loan status field from the Status category.
Find the Loan Status line in the selected field list. Highlight the line by clicking on it once, and then click the Edit button.
On the next screen, click the down arrow in the Type field below. Choose In list from the list. From the selections below, choose the loan status types that you do want transferred to Act. When you are finished, click OK.

Another example, pretend you only wanted to transfer the files of one loan officer. You would choose the loan officer field from the General category. Once it is in your list, highlight it and click Edit Field. From the filter drop-down list, choose In List and then the loan officer whose files you want to transfer.

  1. Back on the main Export screen, click the OK button at the top on the left and type TQS to ACT into the report name field. On the report screen, highlight that report name and click the Export button at the top on the right.
  2. That's it for the Byte side of things. Close Byte and open Act.
  3. Open the Act database you want to import your borrower contacts into.
  4. Click Files at the top of the screen, and then down to Data Exchange and then over to Import.
  5. On the next screen, change the File type to Text-Delimited.
  6. Click the ... button to the right of the Filename and location field.
  7. On the Open screen, click the down arrow in the Look in file field at the top of the screen and click the C:\ drive. Find the List files of type field at the bottom of the screen. Click the down arrow to the right of that field and choose text files from the drop-down list. From the large box in the middle, find the tqsact.txt file. Click that file so that it appears in the File name field below, and then click the Open button.
  8. Click the Next button. If you see a message warning you that you must go through a mapping wizard, click OK.
  9. Click Next to enter the mapping wizard. On the next record, select contact records only, and then click the Options button. Make sure the next screen is set up exactly as shown below, and then click the OK button.
  10. Back on the previous screen, click Next.
  11. Put a heavy dot to the left of Don't use predefined map, and click Next.
  12. On the next screen, you should see the borrower fields you selected in Byte, with the File Name at the top.
  13. To map these fields into your Act database fields, click in the column to the right of the first borrower field you want to map. A down arrow will appear, with a list of the fields available in the act database. Choose the act field in which you want the borrower information on the left to appear.
  14. Choose act fields for each of the borrower fields, and when you are satisfied with what you have, click the Save Map button to store the mapping for next time you import from Byte.
  15. Save to the Act folder. Type a file name into the File Name field that will suggest Byte, such as Byte2Act. Click Save.
  16. Next time, you will click Use predefined map and choose Byte2Act (or whatever you named it) from the map drop-down list.
  17. Click Finish. The Byte borrower information will be automatically imported into your Act database.