OAK!Merge

Data Import Export Utility for ACT! by Swiftpage

 

OAK!MergeTM Data import / export utility

for act!  

4 Minute Introductory Demo Video: See OAK!Merge in action

 Supports the new act! v17

Download the software, including free trial version,  here 

 

OAKMerge Data import utility for ACT

 The version chart  PDF below compares the capabilities of each version

Feature Compasion for OAK!Merge

Versions:

  1. Free Trial
  2. Basic
  3. Standard
  4. Advanced
  5. Pro
  6. Enterprise with Salesforce Data Migration Kit


OAK!Merge 17 
supports

act! v17 (2015) and earlier versions of ACT!

If you have questions on if OAKMerge can do what you need or which version to buy, email or call us at

1-847-352-4770

Import, Export, or Update Data in ACT! 

Typical uses include:

· Use with all your ACT databases import or update data for applications such as importing sales info into ACT! with mainframe data matching on customer number, update sales territory matching on zip codes, import trade show, or web leads, data migration or clean up projects, etc.

· Add, Update, Skip or Delete records from any of ACT!'s "updateable" tables: Contact, Group, Company, Product, custom tables, Uses, or Opportunity. Match on one or more fields, if updating is desired. Field by Field control.

· Export all the records with linking names and GUIDs for Contacts, Companies, Groups, Opportunities, History, Notes, Activities, Products, users and custom tables.

· Append data to Notes, History or Activities tables and link them to Contacts, Companies, Opportunities, or Groups

· Add Secondary Contacts and link to the primary contact

· Help repair damaged ACT! databases by copying good data from one ACT! database to another

· Updates ONLY the ACT! fields you specify. All other ACT! data remains unchanged

· Allows constants or transformations (Trim, Case, or Blank) to be done as part of mapping the data

· Adds Contacts to be members of static groups

· Adds Companies as a Division of a parent Company OR Adds a Sub Group to a Parent Group

· Exports the Group memberships of contacts and opportunties: includes static and dynamic memberships

· Provides "mapping" to define which field(s) to update and which field to match on; maps can be saved & reused later. Profiles include mappings

· Profiles also allow saving Source files and Target files as well as the mapping

· Salesforce Data Migration Kit converts a salesforce.com database backup into an ACT! database.

· Use with unlimited number of ACT! databases

· Run OAK!Merge from a scheduler in unattended batch mode or from a button/link.

Training Videos are on YouTube OAK!Merge Training Videos and demo on YouTube

See the full version chart here

Buy software licenses, upgrades, and feature level promotions here

Navigation

 
● Product Info
◦  Product Info - Features and Benefits
◦  OAKMerge Screen Shot 1
◦  OAKMerge Screen Shot 2
◦  OAKMerge Screen Shot 3
◦  Basic Edition- Data import tool
◦  Standard Edition- Data import tool
◦  Advanced Edition- Data import tool
◦  Pro Edition- Data import tool
◦  Enterprise Edition- SalesForce Migration Kit
● Support
◦  PDF Manual
◦  Support Blog
◦  YouTube Training Videos
◦  Features Chart/ RoadMap / Version Comparision
◦  FaceBook Page
● Downloads
◦  Download Current Version
◦  Download Previous Version
● How To Order
◦  Order New Licenses on line
◦  Upgrades
◦  Feature Level Promotions
◦  How to order via FAX
● About Us
◦  Software License

Testimonial

LinkedIn Recommendtion Listed Top qualities: Great Results, Expert, Good Value

“Our company needed to import sales data from our QuickBooks accounting system into our ACT CRM system on a periodic basis and we used Alan's product, Oak Merge to do this without exception. Fast, reliable and easy to use.

-- Greg Johnson, US