Q: How do I get the EXCEL Transfer option to function in ACT!PAK. It is missing.....???
What you need to transfer info such as the notes and history from ACT 6 to Excel is the transfer option. It is standard with ACT!PAK.
It will look like this when turned on
:
A: If you don't see Excel Transfer option, it is usually because of 1 of 2 issues.
1. You don't have Excel installed on this PC
2. You did not select Excel as your spreadsheet when you installed ACT!PAK
Troubleshooting:
You can...
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Support
Advanced Version of OAK!Merge released in 10.3.5
A new Version of OAK!Merge is released today, the Advanced Version, is active in version 10.3.5 and later.
OAK!Merge 10 Features Roadmap for Versions:
There are 4 versions of OAK!Merge. 3 versions are released : Basic, Standard and Advanced. You can purchase at any level and upgrade to any level. See the Feature Roadmap for details.
Basic version includes merges to Contacts, Companies, $149
Standard version merges to notes and history, and adding contacts to static Groups: $299
Advanced ...
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ACT!PAK Error Transfering Data to Excel
Q: How can I troubleshoot an error in ACT!PAK when I try to transfer notes and history from ACT 6 into Excel or ASCII text??? Error code from ACT!PAK is
"ACTPAK encountered an ERROR Transfering records to Excel(20): Method '~' of object '~" failed"
A: Always backup your database before doing any mainteance or exporting. It is always good to do a test transfer of the data from the ACTdemo database to make sure that will work before repairing at your production database,
If you can't expo...
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Q/A:Will OAK!Merge 10 work with ACT 2009 (ver 11)?
Q: Does OAK!Merge 10 or 9 work with ACT 2009 (ver 11)?
A: No, you need to upgrade OAK!Merge to Match the version of ACT you are using
If you install ACT! 11, OAK!Merge 10 will install and startup, but can not access the newer database structure/schema. You will get an error saying
"Cannot open connection to a merge destination"
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Q/A: Use Tab or Comma as delimiters
Q: Use Tab or Comma as delimiters
A: We recommend comma, quote delimited over TAB delimited based on our testing with OAK!Merge 9
Several files that were tab delimited were not importable, but when opened in excel and saved as CSV (comma delimited) they did work. Some TAB delimited fields worked OK.
We have also been able to get some CSVs from excel that would not import, to properly import by opening in ACCESS and exporting from ACCESS as a CSV, setting the field delimiter to a double qu...
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Q/A: Why do samples have a column with ‘End’ filled in?
Q: Why do your samples in OAK!Merge sample folder all have a column with 'End' filled in?
A: Is has become a "best practice" to fill in a dummy field as the last field of a CSV file with data. Just ignore it when mapping your import source data. It is not required, just a good practice.
This is due to errors with importing records with different numbers of fields. Ensuring a value is always in the last column helped avoid this problem. Also, if you see the "end" field in your data aft...
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