OAK!Merge

Data Import Utility for ACT!

 

Product Information - How to import or merge data into ACT!

Key Benefits:

  •  Fast easy way to get data into ACT! 
  •  Match on any field(s) to skip, add, delete or update top level records.  
  •  Link History, Notes, Activities to top level records 
  •  Run automatically in batch mode 
  •  Updates ACT!'s Synch log so remote users get changes 
  •  Produces an XML log of what data is merged, skipped, or deleted 

Add, update or delete top top level tables including: Contacts, Companies, Opportunities, Products, Groups, custom tables, and Users

Append and link to top level records: History, Notes, Activities, and
secondary contacts

 Download  OAK!Merge Ver 14 for use or Free Evaluation

Screen Shots: 

 OAKMerge Screen Shot Icon for ACT Data import tool

Full PDF manual 
and

 sample merge files  

 There are 6 versions of OAK!Merge™. Free Trial, Basic, Standard, Advanced, Pro and Enterprise. 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! table to ACT! table merges: $499 
  • Enterprise version includes the salesforce migration kit which converts all the SalesForce users, accounts, contacts, leads, activity history, opportunities, tasks, events, and attachments. All this in a load and go, one click utility: $1,499

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:

  1. Which fields to update in ACT! 
  2. One or more ACT! fields to match on 
  3. 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.

  • Download  OAK!Merge 14 for full install or a free trial. 

OAK!Merge 14 is compatible with:

  • ACT! 2012 (version 14)
  • ACT! 2011 (version 13)
  • ACT! 2010 (version 12)  
  • ACT! 2009 (version 11)
  • ACT! 2008 (version 10)
  • ACT! 2007 (version 9)

Previous versions of OAKHURST Software products are available at www.oakpro.com

OAK!Merge 6 is Compatible with ACT! 2000/ version 5.0 & ACT! 2004/ Version 6.0

 

Navigation

 
● 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