OAK!Merge 23.1.1 for Act! and OAK!Merge 23.1.1 for Zoho were released  3/21/21 Release Notes Summary Enhancements included in OAK!Merge v 23  Supports Act!  v9 and later.   Does not have to be upgraded when Act is updated to a new version. 1. Conditional field updates At the field level there are 3 options and several transformation overrides. Default is all fields are updateable BUT only update the target it there is source data. Only blank fields are updateable: Update Fields only if there is source data AND target data Only fields with data are updateable: Update fields only if there is source data AND target data is blank (this is updating only empty fields in the target.) See the PDF manual for more info   2.   Five new logging levels for a total of 9 The Logging Level Switch is optional.  The default level is “Full”.  The default level will be… read more →

OAK!Merge 22.1.4 for Act! v22 was released 8/7/20 Release Notes Summary Enhancements included in OAK!Merge for Act!  22.1.4 Supports renewals of Subscriptions at any point, to the previous expiration date. Supports Act! v9 and later. Note: all new sales are subscription only since v22 came out in Dec. 2019    

OAK!Merge 22.1.3 for Act! v22 was released 3/23/20 Release Notes Summary Enhancements included in OAK!Merge for Act!  22.1.3 Bug fix for 22.1.2 Supports Act! v9 and later. Note: all new sales are subscription only since v22 came out in Dec. 2019    

OAK!Merge 22.1.1 for Act! and OAK!Merge 22.1.1 for Zoho were released 12/19/19 Release Notes Summary Enhancements included in OAK!Merge for Act!  22.1.1 Supports Act!  v9 and later, including Act! v22 and v23.    Does not have to be upgraded when Act is updated to a new version. All sales are subscription only.  No new perpetual or upgrade licenses are available.  Subscriptions are for one-year minimum with no refunds for any unused portion. NEW FEATURES Supports v22 of ACT Uses Subscription licensing for yearly payments Added support to export Secondary Contacts. OAK!Merge PRO or higher has this feature. Added Transformation to convert HTML to plain text Added Transformation to convert both RTF and HTML to plain text Added ability to specify the encoding type for Delimited Exports  

OAK!Merge 21.1.3 for Act! v21 was released 7/31/19 Release Notes Summary Enhancements included in OAK!Merge for Act!  21.1.3 Fixed link for PDF manual on support/tools button called Help/ Manual (PDF) .  In version 21.1.2, the link did not work.  The manual is available in v21.1.2 via the support button on the menu item for Support Folders > Documentation    

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 →

OAK!Merge 21.1.2 for Act! v21 was released 5/2/19 Release Notes Summary Enhancements included in OAK!Merge for Act!  21.1.2 1  Added support of for specifying different file encodings in CSVs. When importing Delimited files, alternate formats can be used. You can specify different file encodings for delimited files (CSVs or TAB Delimited) ASCII Unicode UTF7 UTF8 UTD8 No BOM Added Support for 2 new date formats 12/30/2018T16:01:09 (it has a T separating the date and time) 12/30/2019 16:01:09 (it has a space separating the date and time)   Added a new Transformation: Treat input with only #’s as blank This substitutes a blank for a field that contains only #’s   It overwrites a field in Zoho CRM with a blank field if the source is only #’s such as  # or  ## or ### This is useful for importing data from SAP.  They use ### for a blank field. Added new… read more →

OAK!Merge 21.1.1 for Act! v21 was released 11/26/18 Release Notes Summary Enhancements included in OAK!Merge for Act!  21.1.1   Supports Act! v21 and earlier Added a Filtered Export where ANY group name can be used to filter which contacts or only the notes/histories, activities of those contacts are exported. It no longer must be “OAKMerge_Export”. “OAKMerge_Export” still works as before: it will be used if it exists and contains at least one contact.  “OAKMerge_Export” does not have to be specified in the dialog box field for “Group to filter contacts”. Added a Filtered Import that will Import data matching from a group of Contacts. When using a filtered import group, only those contacts are loaded into memory as the destination information.  This speeds up imports and supports importing into very large Act! databases. This helps avoid the 2GB memory limitation of Act’s 32 bit address space. Any group name can… read more →

OAK!Merge 20.1.2 for Act! was released 3/5/18 Release Notes Summary Enhancements included in OAK!Merge for Act!  20.1.2 Adds back support for XLS files.  Includes new drivers to support XLS and XLSX files.  There was a change in Microsoft updates that caused these to stop working. The new OAK!Merge drivers were rewritten for direct access of the files.  Microsoft drivers are no longer required to access Excel files.   Ther is a new XLS_XLSX_XLSM choice in the source menu. Added new Documentation for Adding Attachments to History and Documents.  Corrects error in previous chart.  This is an Updated Chart to add ACT Documents And Attachments_2018.  See the ver 20.1.2 manual for more info,

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 →