| itImport - Import/Merge data into ACT! by Sage |
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Imports and Merges both ASCII and Excel data into all ACT! tables.
Import/merge .txt, .csv, .xls, mdb and SQL files
Create groups and associate contacts to those groups
Create Opportunities and associate them with a Contact, Company or Group
Automatically create an Activity for each new Contact or any Imported Ccontacts
Download full PDF Manual here |
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The best way to import and merge data into ACT!
Highlights:
- Makes it possible to import existing contact lists into ACT!
- Immediately import groups, company contacts and histories and automatically update them with the most current information
- Import and merge data from .txt, .csv, .xls, .mbd and SQL files
- Create groups or companies and associate/link contacts to them
- Create unique IDs for contacts in your ACT! database which makes finding the right contact from merging data a snap
- Import text straight to the Regarding or Attachment fields
- Import documents into the Document Tab or History
- Import graphic files into picture fields
- Create Opportunities and associate them with a Contact, Company or Group
- Create and update Opportunities from any Accounting system
- Verify Contact information is complete and valid prior to an Import
- Import data from a single field into several ACT! fields
- Easy duplicate record management
- Manage more than one contact with the same name through the creation of a Unique ID
- Automatically create an Activity for each new Contact or any Imported Ccontacts
- Individually create or assign activities to Contacts or Companies during the import
- Take advantage of the various merge and update capabilities provided with Import.NET
| Feature / Version |
Basic |
Standard |
Advanced |
Pro |
| Retail (AU$) |
299 |
599 |
799 |
1145 |
| Companies |
Y |
Y |
Y |
Y |
| Contacts |
Y |
Y |
Y |
Y |
| Groups |
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Y |
Y |
Y |
| History |
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Y |
Y |
Y |
| Notes |
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Y |
Y |
Y |
| Opportunities |
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Y |
Y |
| Activities |
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Y |
Y |
| Products |
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Y |
Y |
| Assign Contacts to Groups and Companies |
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Y |
Y |
| Merge Opportunities |
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Y |
Y |
| Import documents |
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Y |
Y |
| Add Standard Data |
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Y |
Y |
| Custom Tables (10.02 and later) |
1* |
1 * |
Y |
Y |
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| Source |
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| ASCII (CSV, TAB, COMMA, Custom) |
Y |
Y |
Y |
Y |
| MS Access |
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Y |
Y |
| Excel |
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Y |
Y |
| SQL (ACT2008 and later) |
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Y |
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| Profiles |
Y |
Y |
Y |
Y |
| Mappings |
Y |
Y |
Y |
Y |
| Reports of every Import |
Y |
Y |
Y |
Y |
| Run As A Service - Option |
Y |
Y |
Y |
Y |
| Limited to n Databases |
2 |
2 |
2 |
No |
* 1 Custom table only if itTables is installed
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