PRODUCT | ACT2Excel

Integration for ACT! to Excel

ACT2Excel (A2E) is a flexible utility that tries to meet a variety of ACT! to Excel integration demands.

Here are the most common modes of operation that we have anticipated in the design of A2E.

• Field Math: Contact field math
• Invoice/Quote: Moving data from the current ACT! contact to a spreadsheet template for documents such as an Invoice or Quote.
• Export: Exporting from the current contact or lookup to a predefined XLS spreadsheet template.
• Append: Appending info from the current contact or lookup to an XLS file (such that the same file has rows added to it each time you run A2E).

All of these modes start with a XLS file that is the file that drives the process. A2E XLS files are "self contained" in that all the settings and data that A2E needs to run are contained as data within the XLS file itself.

Field Math

With Field Math, no new XLS file is created. The only purpose of the XLS file is to "pull" contact data from the current contact, do some standard Excel computations, and "push" contact data back into ACT!.

You might use this for mortgage calculations, for example. Enter Loan Amt, Interest and # of payments into contact fields in ACT!, then run A2E to compute (and fill in) the Monthly payment field. (There is no limit to the fields that can be read or written, so you can do arbitrarily complex computations.)

This all happens without Excel being visible, so the ACT! user just sees fields being filled in.

Invoice / Quote

In this mode, data from the current contact is "pulled" from ACT! and placed in any cell you want in the template spreadsheet. Typically used for pulling Contact name, Company, Address, Phone, etc. fields from ACT! and placing them into the proper cells in a predefined template.

The output in this mode is a "Save As" copy of the original template, and the original template is left unchanged. A2E can generate a filename for the output, and can also attach the file

Export

Export mode takes a template with a contact field per column and exports the current lookup a spreadsheet.

But can’t ACT! already do that? Well, yes, but A2E adds several interesting features.

• The output columns are defined by the template, not by the columns you happen to have picked in the Contact List View.
• ACT! starts with a blank spreadsheet and writes to that. Because A2E starts with a template, you can add any formatting you want, or other analysis options such as charts and pivot tables. Those advanced features will be present in the file created by A2E, along with the ACT! data.
• The new file can have a predefined "Save As" name and can also be attached to the Documents Tab.

Append

Append can be used to build a sales log, or as a "poor man’s Quickbooks." Each time you run A2E on an XLS file set up with Append mode, A2E opens that file, finds the first free row, and adds the current contact (or current lookup) data to that row (or rows for a lookup).

This mode is different than the others, as the template and the output file are one in the same.

Other products by Northwoods Software Corporation:

ACT2Excel— ACT2Excel (A2E) is a flexible utility that tries to meet a variety of ACT! to Excel integration demands, including field calculations within ACT!, moving and/or exporting data from the current ACT! contact to a spreadsheet template (great for quotes and invoices), or appending info from an ACT! contact or lookup to an XLS file. FREE TRIAL

Desktop Search Tab— You want to see all your Outlook email to and from contact "John Doe," and you want to see it right inside ACT!. Introducing a plugin that integrates Google Desktop Search into a Contact Tab in ACT! 2006 and newer. Just click on the Tab to instantly see ALL emails and web history related to that current contact as well as related files from your computer including Word, txt, pdf, video, Excel and more. FREE TRIAL

Mail Merge— Helps you create HTML templates and send them quickly to as many ACT! contacts as you need to. Don't struggle with limited Merge tools. FREE TRIAL

Northwoods Automation Bundle— Northwoods Automation Bundle - essential automation for all of you busy salespeople and sales administrators. This bundle features three of Northwoods' outstanding products that work together beautifully. Automate: adding contacts to ACT! from web forms, high volume email merging and sending and your correspondence, activities and decision-making. Save over $100. FREE TRIAL

Sales Automation Manager— Perfect Followup ... made easy!™ Sales Automation Manager (SAM) adds to ACT! the power to automatically schedule activities and generate correspondence according to patterns (called "campaigns") that you define. FREE TRIAL

Web Prospect— Enter contact information received from your Web site directly into ACT! without re-typing. Define which Web fields correspond to which ACT! fields. Web Prospect can be set up to enter related data from the Web into ACT! Notes -- for example, products the customer is interested in, or where they saw your ad. Reads input from File, Clipboard or directly from Outlook folder. Creates new contact, or merges if Name & Company match. Supports FrontPage "Send to" Form data. Map any Web field to any ACT! field or Notes/History. Auto-schedule followup activities. Works with Outlook 98 or 2000. FREE TRIAL

$99 -- 1 User
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System Requirements:

• Pentium or equivalent recommended
• Windows 95/ 98/ NT/2000/XP
• 64 MB RAM or as required by the OS
• 30 MB disk space to install the program and 50 MB free disk space to run the application

A2E does not currently support:

• Company fields
• Group Fields
• Sales / Opportunities
• Notes or History records (other than optionally attaching a created XLS file)

Compatible with:

ACT! 7 / 2005
ACT! 8 / 2006
ACT! 9 / 2007

ACT! 10 / 2008

ACT! 11 / 2009

ACT! 12 / 2010

ACT! 13 / 2011

ACT! 14 / 2012

IMPORTANT: This product works with ACT! 2005 and newer. If you are using a previous version of ACT! click here.

Technical Support
provided by Northwoods Software Corporation

CONTACT US  1-800-806-5288
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