OAK!Merge

Data Import Utility for ACT!

 

OAK!Merge Basic -  $149    BUY OAKMerge BASIC now 

OAK!Merge Basic 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  or Company.  Match on one or more fields,  if updating is desired

              Read data from Delimited fields: CSV or TAB

              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

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● Product Info
◦  Product Info - Features and Benefits
◦  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
● Download Menu
● Order on line
● About Us

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