Data Import / Export Utility for Act! Gets Notes and History!*
Export all the records with linking names and GUIDs for Contacts, Companies, Groups, Opportunities, History, Notes, Activities, Products, users and custom tables.
Use with all your ACT databases import or update data for applications such as importing sales info into ACT! with mainframe data matching on customer number, update sales territory matching on zip codes, import trade show, or web leads, data migration or clean up projects, etc.
Add, Update, Skip or Delete records from any of ACT!'s "updateable" tables: Contact, Group, Company, Product, custom tables, Uses, or Opportunity. Match on one or more fields, if updating is desired. Field by Field control.
Append data to Notes, History or Activities tables and link them to Contacts, Companies, Opportunities, or Groups
Add Secondary Contacts and link to the primary contact
Help repair damaged ACT! databases by copying good data from one ACT! database to another
Updates ONLY the ACT! fields you specify. All other ACT! data remains unchanged
Allows constants or transformations (Trim, Case, or Blank) to be done as part of mapping the data
Adds Contacts to be members of static groups
Adds Companies as a Division of a parent Company OR Adds a Sub Group to a Parent Group
Exports the Group memberships of contacts and opportunties: includes static and dynamic memberships
Provides "mapping" to define which field(s) to update and which field to match on; maps can be saved & reused later. Profiles include mappings
Profiles also allow saving Source files and Target files as well as the mapping
Run OAK!Merge from a scheduler in unattended batch mode or from a button/link.
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OAK!Merge features Roadmap for Versions:
There are 4 versions of OAK!Merge. Basic, Standard, Advanced and Pro. You can purchase at any level and upgrade to any level. See the Feature Roadmap for details.
Trial versionincludes most of the Pro features and works to merge 10 records.
Basicversion includes merges to Contacts, Companies, and adding contacts to static Groups: $149
Standardversion adds appending info to notes and history and Exporting: $299
AdvancedVersion includes unattended batch mode; import activity, product, and opportunity tables, and other source files: ACCESS, EXCEL, and external data ODBC connections such as SQL via EXCEL or ACCESS: $399
Proversion includes ACT custom tables, secondary contacts, and Users: $499
Enterprise version includes the salesforce migration kit which converts all the SalesForce users, accounts, contacts, leads, activity history, opportunities, tasks, events, and attachments. All this in a load and go, one click utility: $1,499
OAK!Merge! supports an unlimited number of Act! 10 and newer databases.
Import data into Act!. Field-by-Field merge of ASCII data into Act!. Update any of Act!'s updateable Contact, Group, Activities, Email, History or Notes fields from ASCII input file. Match on one or more Contact or Group fields ASCII input file may be quote-comma delimited, comma-separated values (CSV from Excel, etc.) OR tab-delimited. Updates ONLY the Act! fields you specify. Provides mapping to define which field(s) to update and which field to match on. Maps can be saved & reused later. FREE TRIAL
OAK!Merge! Enterprise with SalesForce Data Migration Kit
Converting from SalesForce to Act! just got a lot easier. The OAK!Merge SalesForce data migration kit includes all the SalesForce users, accounts, contacts, leads, tasks, activity history, opportunities, and attachments. All this in a load and go, one click utility: OAK!Merge Enterprise.
“Our company needed to import sales data from our QuickBooks accounting system into our ACT CRM system on a periodic basis and we used Alan's product, Oak Merge to do this without exception. Fast, reliable and easy to use.
--Greg Johnson, US
Do you want to get Act! optimized for your needs? Don't know what AddOns are available, or which ones are best for you? Do you want to talk to a real person, who actually knows what they are talking about?
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*If you are purchasing multiple copies, click the 'Buy Now' button below and at the next screen, change the quantity and press the 'Update Quantities' button. Your discount will show up in resulting screen.
All products have a 30-Day Money-Back Guarantee unless otherwise noted. All returned products are subject to a 10% restocking fee.