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ACT! by Sage PRODUCT INFORMATION
 

 
       
 
 
  ACT! by Sage 2006 (8.0)
 
  ACT! by Sage 2007 (9.0)
 
  ACT! by Sage 2008 (10.0)
 
  ACT! by Sage 2009 (11.0)
 
  ACT! Premium for Workgroups
 
  ACT! Premium for Web
 
 
 
  Handheld Contact - ACT! for Blackberry and Mobile Windows
 
  itTables - Custom Tables and Relationships
 
  itWorkflow - Automate workflow processes in ACT!
 
  itDial (TAPI) - link to TAPI phones and Skype
 
  itOutreach - Quickly and easily send emails from ACT!
 
  itFetch POP3 - get data from your email
 
  itImport - Import/Merge data into ACT! by Sage
 
  itExport - Export data from ACT!
 
  itCalendar.Net for ACT! by Sage
 
  itService - Automatically run CRMAddon applications
 
  Telesupport Helpdesk 4.0
 
  AutoAdmin 2008/2009
 
  MergeAdmin 2008/2009
 
  MedleyAdmin
 
  MigrateAdmin 2009/2009
 
  FaxAdmin 2008/2009
 
  DocAdmin 2008/2009
 
 
itImport - Import/Merge data into ACT! by Sage







 
itImport - Import/Merge data into ACT! by Sage
  • Imports and Merges both ASCII and Excel data into all ACT! tables.
  • Import .xls, .csv and .txt 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 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 .xls, .csv, .txt, .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 hgraphic 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

    Available for ACT! versions 2005-2009
    Basic/Std only available for ACT! 2008/2009

    Feature / Version

    Trial

    Basic

    Standard

    Advanced

    Pro

    Retail (AU$)

    0

    199

    399

    549

    945

    Companies

    10

    Y

    Y

    Y

    Y

    Contacts

    10

    Y

    Y

    Y

    Y

    Groups

    10

     

    Y

    Y

    Y

    History

    10

     

    Y

    Y

    Y

    Notes

    10

     

    Y

    Y

    Y

    Opportunities

    10

       

    Y

    Y

    Activities

    10

       

    Y

    Y

    Products

    10

       

    Y

    Y

    Assign Contacts to Groups and Companies

    10

                

    Y

    Y

    Merge Opportunities

    10

       

    Y

    Y

    Import documents

    10

       

    Y

    Y

    Add Standard Data

    10

       

    Y

    Y

    Custom Tables (10.02 and later)

     

     1

     Y

    Y

     

     

           
    Source 

     

           
     ASCII  (CSV, TAB, COMMA, Custom)

    Y

    Y

    Y

    Y

    Y

     MS Access

    Y

            

    Y

    Y

     Excel

    Y

       

    Y

    Y

     SQL  (ACT2008 and later)

     

         

    Y

     

     

           
    Profiles

    Y

    Y

    Y

    Y

    Y

    Mappings

    Y

    Y

    Y

    Y

    Y

    Reports of every Import

    Y

    Y

    Y

    Y

    Y

    Run As A Service - Option

     

    Y

    Y

    Y

    Y

    Limited to n Databases

    No

    2

    2

         
         

     
     
               
    
     
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