PRODUCT | OAK!Merge!

Field-by-Field merge
of ASCII data into ACT!

• Update any of ACT!'s "updateable" Contact, Group, Company, History or Notes, Opportunities, and Activity Fields from input file. Match on one or more fields.
• BASIC and Standard version support TEXT/ASCII input files. May be comma-separated values ("CSV" from Excel, etc.) OR tab-delimited.
• Advanced and Pro versions accept ACCESS MDB or EXCEL XLS including links to external ODBC data
• Updates ONLY the ACT! fields you specify. All other ACT! data remains unchanged
• Adds Contacts to static groups
• Provides "mapping" to define which field(s) to update and which field to match on; maps can be saved & reused later
• Allows saving Source files and Target files as profiles
• Set preferences to control whether or not ACT! data is updated when a match occurs and whether or not to add a new ACT! Contact or Group record when no match occurs
• Log file documents the merge specifications and which records were changed or added.
• Use the simple OAK!Merge! Wizard to set up and test the merge specifications
• Unlimited uses: Update sales $ with mainframe data matching on customer number, Update sales territory matching on account number, salesperson, zip code, etc...

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.

• Basic version includes merges to Contacts, Companies, $149
• Standard version merges to notes and history, and adding contacts to static Groups: $299
• Advanced Version includes unattended batch mode; import activity, product, and opportunity tables, and other source files: ACCESS, EXCEL: $399
• Pro version includes ACT! custom tables and ACT! to ACT! merges. $449

OAK!Merge! supports an unlimited number of ACT! 10, ACT! 11 and ACT! 12 databases.

$149.00 -- Basic
$299.00 -- Standard
$399.00 -- Advanced
$449.00 -- Pro

View Shopping Cart

DOWNLOADS

• Free TRIAL limited to 10 records per merge.
• Compare versions*
• OAK!Merge! Manual

*Requires:
Adobe Acrobat Reader

Click image to view

System Requirements:

• ACT! 2007 installed on the same PC, network workstation or network server Network access to the location of the ACT! database , with login ID/ password Sufficient hard disk space to store logs and exported files

Compatible with:

ACT! 9 / 2007

ACT! 10 / 2008

ACT! 11 / 2009

ACT! 12 / 2010

Technical Support

provided by E Tech Systems Inc.

CONTACT US  1-800-806-5288
Copyright © 2008 SJR Productions, Inc.
All brands and product names are trademarks or registered trademarks
of their respective companies.