ACT2Excel — $69

ACT2Excel automates the process of starting up Excel, opening a file and moving current contact information from ACT! into the spreadsheet.

Use it for:

• Invoices
• Job Orders
• Quotes
• Calculate Interest Rates (or anything else), save output back in ACT!

ACT2Excel can be set up to do the following steps.

1. Open an Excel spreadsheet to be used as a template

2. Copy data from specific fields in the Current ACT! Contact to specific cells within the spreadsheet

3. Copy data from specific fields in the Current ACT! Group to specific cells within the spreadsheet

4. Copy data from specific cells in the spreadsheet back to specific fields in the Current ACT! Contact

5. Save the resulting file, giving it a meaningful name that includes contact data (like the contact's name and company) in the file name

6. Attach the resulting file back to the Notes/History of the contact as an attachment

All new in V3

• Support for multiple templates
• Integrated Wizard for setting up Excel template
• Integrated Helper for naming resulting file
• Save data back to ACT!

Directions

This is a little involved, please follow these directions carefully.

Create a custom command in ACT! (see video)

"C:\Program Files\Northwoods Software\Act2Excel\act2excel.exe"

The first time you run ACT2Excel, it will prompt for a .XLS file to use as a template.

After Excel starts, ACT2Excel reads the spreadsheet's "Named Cells". For each name with the syntax CF_##, it takes the ACT! Contact Field with that id number and stores it in the cell with that name.  To set the "named cell", just click in the box circled in red below and type CF_26 (for example).

For example, CF_25 is Company, CF_26 is Contact, CF_200 is Email and so on.  The kit includes a "Database Fields.txt" file with all the standard IDs.  You can run ActDiag.exe (this comes with ACT!) to get all the custom field names in your database.

You can use the Excel Insert -> Name -> Define dialog to view these cell names.
We include ACT-Test.XLS to see how we set up the file.

The optional "Save As" template parameter specifies a filename... (don't confuse our use of the word "template" here with the "template" .XLS file)

e.g. "Invoice - %25% - %26%.xls"

will save as "Invoice - Northwoods Software - Jake VanNoy.xls" and use the same path as the input file. You can also specify an alternate path in the Save As Template.

If you check the "Attach file to contact", ACT2Excel will create a Note/History attachment record for the new Excel file.

ACT2Excel will only prompt once, and will always use the same template.  If you have multiple templates, set up additional Custom Command in ACT!, and use a number after the command, e.g.

"C:\Program Files\Northwoods Software\Act2Excel\act2excel.exe 2"

And ACT2Excel will prompt you for a second Excel file.  

These files are "remembered" in C:\Windows\Saleswin.ini if you need to make any changes.

[ACT2Excel]
saveas=ACT-TEST - %25% - %26%
excelfile=C:\My Documents\ACT-TEST.xls
attach=FALSE

Other Products by Northwoods Software Corporation

ACT2Excel—A utility that quickly moves data from the current ACT! contact into an Excel template. Great for quotes and invoices. FREE TRIAL
Command Tool — Lets you create a “command file” of commands that let you: export a lookup or query to text format, create reports in HTML, do automated lookup/edit-replace operations, create one-click lookups relative to today’s date and add notes to a lookup. FREE TRIAL
Do Not Call — Match your Do Not Call lists with your ACT! database. FREE TRIAL
Duplinator — Find and merge those pesky Duplicates. FREE TRIAL
ExportPro — ACT! to Access Converter.
Export Sales Info — Export Sales Info. 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
Side Lookup — A mini standalone version of ACT! that lets you view Contact data in another database without closing current database or lookup. FREE TRIAL
Web Prospect — Enter contact information received from your Web site directly into ACT! without re-typing. FREE TRIAL

Technical Support Information
NORTHWOODS SOFTWARE CORPORATION

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