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itImport - Import/Merge data into Act! |
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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
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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 |
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Y |
Y |
Y |
| Groups |
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Y |
Y |
Y |
| Histories |
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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 |
| Merge Opportunities |
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Y |
Y |
| Import documents |
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Y |
Y |
| Add Default Values |
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Y |
Y |
| Assign
Contacts/Companies to Users/Teams |
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Y |
Y |
| Import Users |
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Y |
Y |
| Virtual Columns |
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Y |
Y |
| Sources |
| ASCII (CSV, TAB,
Custom) |
Y |
Y |
Y |
Y |
| MS Excel |
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Y |
Y |
| XML |
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Y |
Y |
| Other Database Sources |
| Act! |
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Y |
Y |
| MS Access |
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Y |
Y |
| MySQL |
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Y |
| FoxPro |
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Y |
| Oracle |
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Y |
| ODBC |
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Y |
| Paradox |
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Y |
| MS-SQL |
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Y |
* Custom tables only if itTables is installed
** Run as Service requires itService
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