Converting from SalesForce to ACT! just got a lot easier. November 3, 2010 e Tech announced the new Enterprise edition of OAK!Merge which includes a SalesForce Migration Kit. This new version of OAK!Merge is being announced and demoed this week during Perfecting ACT! in Scottsdale, AZ. Alan Lee and Stan Smith collaborated on this new version of OAK!Merge. The SalesForce Migration kit easily converts key information from SalesForce to ACT! Allen Duet, of Sage, expects many users who try SalesForce and decide to switch to ACT! will need an easy migration of existing data. Currently the migration kit includes all the SalesForce users, accounts, contacts, leads, activity history, opportunities, and attachments. All this in a load and go, one click utility, for $1,500. It is a simple three step process: 1. Download and install the OAK!Merge Enterprise Edition with SalesForce Migration Kit. 2. Unzip the contents of a full backup… read more →
OAK!Merge 13.1.1 is released. It sorts the mapping screen based on the display name and has a fix for a bug updating custom table entries for companies with no contacts attached. Supports ACT 2011 ( ver 13) I also just finished testing to bring in MAS 200 info: AR Aging; Invoices; and open Orders each night at 2 AM. Unattended merges are great!
Q: How can I trouble shoot my unattended merge? A: Review the examples in the OAK!Merge manual. A good process to trouble shoot is to make sure each step works before going to the next step. Watch the logs folder. You will see the files get created as it starts and completes each merge. The XML has all the details of what happened. 1. Open OAK!Merge pick the profile and MERGE. It should run without errors. 2. Create and run a RunOM.bat file, per the manual with a pause line, so you can see any errors. 3. Use a scheduler to run the RunOM.bat. It should run without errors.
OAK!Merge Version 12.4.3 update was released today. It has improvements to the error/warning handling for unattended merges. If you have a “Click Here” message in your profile, such as no match fields are defined, the unattended merge will continue. This release will also install over 12.4.2 without losing the activation status, so you don’t have to save the LF file before updating.
Setting or Updating the record manger field was added in 12.3.0 All versions support it: Basic to Pro. If you don’t specify a record manger in the merge source file for a row, OAK!Merge will use the default; which is the user name you use to log into the database with, in OAK!Merge. The record manager names you use, must be users in the ACT database. They can be inactive users The text to use for a record manger name is the exact “User Name” as displayed in the TOOLS, MANAGE USERS dialog box in ACT!
OAK!Merge will update or add the data to a new record if the field has a pull down menu. We tested with ACT 12 and OAK!Merge 12.4.2. Data is updated regardless of whether or not items are in the pull down menu. Even if the field was set to “limit to list”; it will be updated. Consider City and State fields. They have pull down menus. If your data has cities or data for the state field that is not in the pull down, it will still be added or updated by OAK!Merge. See screen shots below for a test merge into the ACT Demo database.
OAK!Merge Version 12.4.2 update is out The key new feature is linking history, notes, opportunities, custom table info, and activities to Contacts, Companies, and Opportunities by a special custom field: OAKMergeID. The manual has been expanded with new examples, sample merge files, and full index. Download at http://www.oakpro.com/downloads/OakMerge12.zip see screen shot of mapping options above Get more info at www.oakmerge.com
Delete the file with the mapping name in the Profiles folder It is normally at C:\E Tech Systems\ACT\OAK!Merge 12\Profiles Alan _________________________________________________________ OAKPro Support Team www.oakmerge.com or www.oakpro.com firstname.lastname@example.org From: Dion Sent: Wednesday, June 16, 2010 10:32 AM To: email@example.com Subject: How to delete an existing mapping in OakMerge! How do I delete a mapping?
Version 12.3.0 update is out. The current version of OAK!Merge is at Version 12.3.0 update is out. The current version of OAK!Merge is at http://www.oakpro.com/downloads/OakMerge12.zip UPDATE SUMMARY: – USER table support – Update record Manager – Office 2007 Excel/Access support – Link to opportunities – User interface improvements OAK!Merge 12.3.0 adds the ability to import users into ACT. Since it supports ACT to ACT merges too, this means you can MOVE users from one database to another. Note: passwords in the target database are set to blank in this type of a merge. We also added the ability to record manager on imports. This is very useful on contacts, history, note, or opportunity imports. 12.3 now supports Office 2007 versions of excel and access as sources. Since opportunities are now top level entities, you can not link activities and history to opportunities as well as contacts, companies, and groups. User interface… read more →
Subject: Questions about OAK!Merge How can I identify Contacts that are in 2 ACT! databases? i.e. find the dups? ———- ANSWER OAK!Merge can update a field, or add contacts to a group, for all the contact records that are in both databases. You can pick the fields to match on to determine if they are dups. Example: Assume you have • Database S with 15,000 contacts (the Source database) • Database T with 8,000 contacts (the Target database) • 2,000 of the contacts in Database T have exactly the same Contact Name, Company, and City as in Database S • You can use OAK!Merge to UPDATE a field in Database T of the 2000 dups to indicate it is also in Database S or you could add the 2000 contacts to a GROUP in Database T or both. You can use the Pro version of OAK!Merge to do an ACT… read more →