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Overview / Product Information – How to import or merge data into Act!

OAK!Merge / Overview / Product Information – How to import or merge data into Act!

Key Benefits: Import and export data with Act!

  • Fast, easy way to get data into Act! or export an entire table (or a Group of Records)
  • Match on any field(s) to skip, add, delete or update top level records.
  • Link History, Notes, Activities to top level records
  • Deletes Contacts, Companies, Groups, opportunities, Notes, and History.  (Not Users/ Activities/ Relationships)
  • Adds Contacts to be members of static groups
  • Adds Companies as a Division of a parent Company
  • Adds a Sub Group to a Parent Group
  • 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 level tables including: Contacts, Companies, Opportunities, Products, Groups, custom tables, and Users

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

Export data from these tables to CSV: Contacts, Companies, Opportunities, History, Notes, Activities, Products, Groups, custom tables, secondary contacts, and Users

Download OAK!Merge for use or Free Evaluation

 Screen Shots:

Full PDF manual for Act! 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
  • Standard version adds appending info to notes and history and Exporting
  • 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
  • Pro version includes ACT custom tables, secondary contacts, and Users
  • 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

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 for full install or a free trial.

OAK!Merge supports the current  and previous versions of Act! inluding Growth Suite,  PRO, Premium, Essentials, 365, and the Act! for Web edition

Not all current features of OAK!Merge will work with all previous versions of Act! OAK!Merge internal code generations share code and features:

  • Generation 1: Act! 4, 5, and 6(Act! 8 and 9 versions are not available)
  • Generation 2: Act! 9 and 10.0
  • Generation 3: Act! 10.2 and 11
  • Generation 4: Act! 12, 13, 14, 15, 16, 17, 18, 19 and 20.
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