Use OAK!Merge to
Import, Export, or Update Data in ACT!
Typical uses of OAK!Merge include:
· 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.
· Export all the records with linking names and GUIDs for Contacts, Companies, Groups, Opportunities, History, Notes, Activities, Products, users and custom tables.
· 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
· Salesforce Data Migration Kit converts a salesforce.com database backup into an ACT! database.
· Use with unlimited number of ACT! databases
· Run OAK!Merge from a scheduler in unattended batch mode or from a button/link.
See the full version chart here