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Act! CRM PRODUCT INFORMATION
 

 
       
 
Products
 
  Act! v18 Pro
 
  Act! Premium
 
  ACT! Premium for Web
 
  Act! Premium Cloud
 
 
ADD-ONs
 
  Accounts Master! - Linking ACT! to QuickBooks
 
  Handheld Contact - The mobile solution for ACT! CRM
 
  itTables - Custom Tables and Relationships
 
  itDial - Link ACT! to TAPI phones and Skype
 
  itOutreach - Quickly and easily send emails from ACT!
 
  itFetch - Create contacts from e-mails
 
  itImport - Import/Merge data into ACT!
 
  itExport - Export data from ACT!
 
  itScan - scan business cards directly into ACT!
 
  itService - Automatically run CRMAddon tools
 
  Telesupport Helpdesk 4.0
 
  AutoAdmin
 
  MergeAdmin
 
  MigrateAdmin
 
  FaxAdmin
 
  DocAdmin
 
 
itImport - Import/Merge data into ACT!
 Brochure  FAQ







 
itImport - Import/Merge data into ACT!
  • 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
  •  

    The bestway to import and mergedata into ACT!

    Highlights:

    • Makes it possible to import existingcontact 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 Y Y Y
    History Y Y Y
    Notes Y Y Y
    Opportunities Y Y
    Activities Y Y
    Products Y Y
    Assign Contacts to Groups and Companies Y Y
    Merge Opportunities Y Y
    Import documents Y Y
    Add Standard Data Y Y
    Custom Tables (10.02 and later) 1* 1* Y Y
    Source
    ASCII (CSV, TAB, COMMA, Custom) Y Y Y Y
    MS Access Y Y
    Excel Y Y
    SQL (ACT2008 and later) Y
    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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