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Importing Data into ACT!
· 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.
· Append data to Notes, History or Activities and link them to Contacts, Companies,
Opportunities, or Groups
· Add Secondary Contacts and link to the primary contact
· Import ACT! Users or Copy Users from one ACT! database to another
· Use with unlimited number of ACT! databases
· 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
· 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.
· Run OAK!Merge from a scheduler in
unattended batch mode
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