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PRODUCT | OAK!Merge!
 Field-by-Field merge
of ASCII data into ACT!
- Update any of ACT!'s "updateable" Contact, Group, Company, History or Notes Fields from ASCII input file. Match on one or more fields
- ASCII input file may be comma-separated values ("CSV" from Excel, etc.) OR tab-delimited.
- 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
- 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 OAK!Merge! Wizard to set up the merge specification.
- Unlimited uses: Update sales $ with mainframe data matching on customer number, Update sales territory matching on zip code, etc., etc.
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$149.00 -- Basic
$299.00 -- Standard
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DOWNLOADS
- Free TRIAL limited to 10 records per merge.
- Compare versions* Currently there are two versions of OAK!Merge! available. Other versions are in development and upgrades will be available for any level. Future versions will include unattended batch mode, activity and opportunity tables, and other source files: MDB, ODBC.
*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
Technical
Support
provided by E Tech Systems Inc.
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