OAK!Merge Advanced  $399  

OAK!Merge Advanced is a data import and update utility that provides field-by-field Merging of Data into ACT! It's unlimited uses include Conversions, updates,  mass deletes, and  clean up of databases.  Update sales info in ACT! with mainframe data matching on customer number, Update sales territory matching on zip code, import trade show or web leads,  or update lead status from Remote Reps

•             Add, Update, Skip, or Delete records from  these "updateable" tables: Contact, Group, Company, Product,  or Opportunity.  Match on one or more fields,  if updating is desired

•             Append data to Notes, History, Activities; while  linking them to Contacts, Companies, Opportunities or Groups. Link on the Name or a custom field: OAKMergeID

•             Read data from CSV, TAB, Excel, Access, or ACT or external data like SQL linked to an Excel or ACCESS database

•             Use with unlimited number of ACT! Databases

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

•             Allows constants or transformations 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, Target files, and logins;  as well as the mapping

•             Run OAK!Merge from a scheduler in unattended batch mode