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Act! CRM PRODUCT INFORMATION

 

 
       
 
Products
 
  Act! v20 Pro
 
  Act! Premium - Subscription
 
  Act! Premium for Web
 
 
ADD-ONs
 
  Accounts Master! - Linking Act! to QuickBooks
 
  itImport - Import/Merge data into Act!
 
  itExport - Export data from Act!
 
  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
 
  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 many data types 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
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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! merging or overrighting fields where you select
    • 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, SQL, and many other file types
    • 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 source 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 Basic Standard Advanced Pro
    Retail (AU$) 299 599 799 1145
    Contacts Y Y Y Y
    Secondary Contacts Y Y Y Y
    Companies Y Y Y Y
    Add Documents to Contacts Y Y Y Y
    Add Documents to Companies Y Y Y Y
    Create Companies and link Contacts during import/update of Contacts Y Y Y Y
    Link Contacts to Groups during import/update of Contacts Y Y Y Y
    User defined custom tables (Act! 10.02 or later) Y* Y* Y* Y*
    Can Run as Windows Service Y** Y** Y** Y**
    Add notes, histories and activities Y Y Y
    Groups Y Y Y
    Histories Y Y Y
    Notes Y Y Y
    Opportunities Y Y
    Activities Y Y
    Merge Opportunities Y Y
    Import documents Y Y
    Add Default Values Y Y
    Assign Contacts/Companies to Users/Teams Y Y
    Import Users Y Y
    Virtual Columns Y Y
    Sources
    ASCII  (CSV, TAB, Custom) Y Y Y Y
    MS Excel        Y Y
    XML Y Y
    Other Database Sources
    Act! Y Y
    MS Access Y Y
    MySQL Y
    FoxPro Y
    Oracle Y
    ODBC Y
    Paradox Y
    MS-SQL Y

    * Custom tables only if itTables is installed
    ** Run as Service requires itService

         
         
     
     
               
     
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