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There are 5 versions of
OAK!Merge™. Free Trial, Basic, Standard, Advanced and Pro. You can
purchase at any level and upgrade to any level. See the
Feature Roadmap for details.
- Trial version includes most of the Pro features
and works to merge 10 records.
- Basic version includes merges to Contacts,
Companies, and adding contacts to static Groups: $149
- Standard version adds appending info to notes and
history: $299
- Advanced Version includes unattended batch mode;
import activity, product, and opportunity tables, and other source files:
ACCESS, EXCEL, and external data ODBC connections such as SQL via EXCEL or
ACCESS: $399
- Pro version includes ACT custom tables, secondary
contacts, Users, and ACT! to ACT! merges: $499
OAK!Merge! updates only the specified
field(s) in the selected ACT! database; all other
ACT! fields remain unchanged. If you update a field
via OAK!Merge!, an ACT! History record
is generated if that field’s History Record attribute is activated in
ACT!.
OAK!Merge! can also add Contact
records to an ACT! group.
OAK!Merge! performs a field-by-field
merge of an input file to an ACT!® database for some of the
tables and is append only for some tables. Using a quote-comma delimited,
comma-separated values (CSV) file, or tab-delimited file as your input
file or Excel or ACCESS database , you specify:
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Which fields to update in
ACT!
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One or more ACT! fields
to match on
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Merge options include what to do when a
match is found (Add, delete, update or skip
the ACT! record), and what to do when a
match is not found (add, skip or
update the ACT! record)
You can update ACT! (Contact,
Companies, Groups, Activities, Opportunities, Products, History, or
Notes) field(s) to update during the merge. Different versions of
OAK!Merge are available that include different features. See
the features Roadmap for
pricing, version and feature descriptions.
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