Product Information -
How to import or merge data into ACT!
Key Benefits:
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Fast easy way to get data into
ACT!
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Match on any field(s)
to skip, add, delete or
update top level
records.
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Link History,
Notes, Activities to top level records
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Run automatically in batch
mode
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Updates ACT!'s Synch log so remote users get
changes
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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
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Screen
Shots:
Full PDF
manual
and
sample merge files
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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:
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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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Download OAK!Merge 14 for
full install or a free trial.
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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
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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
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