OAK!Merge 21.1.2 for Zoho! v21 was released 6/13/19 Release Notes Summary Enhancements included in OAK!Merge for Zoho! 21.1.2 This release adds support for all major modules for updates, adds, and deletes. Typical uses: update sales info in Zoho CRM with ERP data matching on customer number, update sales territory matching on zip codes, import trade show or web leads, data migrations, etc. Export all data from any selected table/module Append, Update, Skip or Delete records from any of the “updateable” tables Zoho API2 can read including custom modules. , Deals/Opportunity. Match on one or more fields for updating or deleting. Includes: Account, Contact, Lead, Tasks, Events, Activities, Calls or Notes. Link them to Contacts, Accounts, Leads, or Deals/Opportunities. Use with unlimited number of Zoho CRM databases Updates ONLY the Zoho CRM fields you specify. All other Zoho CRM data remains unchanged. Allows constants, key words, or transformations to be done… read more →
Is some history or notes missing from ACT! ??? Do you need to restore history from an old ACT! Backup? OAK!Merge for Act! Standard and above can do this. Don’t use ACT to ACT for history or notes merges. Do and EXPORT of ACT to CSV, then an IMPORT of CSV into ACT. This will extract it from the old database and import it into the newer one. You need to do a “Restore As” to restore the backup so you can open it in Act!. When you use OAK!Merge on a ACT database; you can export the history to CSV for only a group of contacts by putting the contacts in a group called OAKMerge_Export. The history export will have multiple lines for the same entry if the history item was linked to several objects. (like Contact and Company) Use the linking columns in the CSV to get what you… read more →