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About OAK!Merge

OAKHURST SOFTWARE PRODUCTS, including OAK!Merge, are owned and supported by e Tech Systems.

e Tech Systems, Inc was founded in 1988 by Alan Lee and has been active in the sales automation field since then. e Tech develops custom and packaged add on products for a variety of CRM, Sales, and Marketing systems.

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.

Supports Act! 18 and Earlier

Download the software, including free trial version,

Video

OAK!MergeTM Data import / export utility

Version Chart

“Roadmap” PDF below compares the capabilities of each version

Testimonial

Greg Johnson

"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

Oakmerge
2016-08-30T11:42:14+00:00

-- Greg Johnson

Our company needed to import sales data from our QuickBooks accounting system into our ACT CRM system on a

Michael Ratner

"Hi Guys/Gals I have now been an OAK!Merge user for a full two weeks. I am angry because I never used this software before. Nothing short of bloody amazing. It has allowed me to polish and make my current database so much more effective. More importantly it has given me the courage to do things I could never have dreamt of. Well done. Thanks to Evolution Marketing for recommending it … love them but what took them so long … and if you wish to use this as a testimonial … GO FOR IT….. There should be a law passed … and that is…… If you are using Act! or thinking of using it, don’t even consider the option of installing OAK!Merge … just buy it. One of the few pieces of software that actually does what it says it will."

-- Michael Ratner

Oakmerge
2016-08-30T11:43:04+00:00

-- Michael Ratner

"Hi Guys/Gals I have now been an OAK!Merge user for a full two weeks. I am angry because I never used this software before.

Jonathan Dixon

"Been using your product for a couple years to import and export data with Act! CRM system. I found out about your oakmerge_export [batch] feature in a recent version so I had to upgrade. I wanted to thank you for a wonderful product and you've made managing my data in Act! a pleasant experience!"
Oakmerge
2016-08-30T11:51:09+00:00
Been using your product for a couple years to import and export data with ACT! CRM system.

Amber Gillie

"Hi Alan, I just have to tell you how much I love the OAK!Merge product. I have a client that purchased it a couple of months ago to import some extensive Access data and it's been great. As you know this is not my first experience with OAK!Merge and I have done a few complicated projects but every time I use it I'm so happy! Just wanted to share some positive feedback."
Oakmerge
2016-08-30T11:53:08+00:00
Hi Alan, I just have to tell you how much I love the OAK!Merge product. I have a client that purchased
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