Oakmerge

OAK!Merge 25.1.1 for Act! was released  7/16/23

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OAK!Merge 25.1.1 for Act! was released  7/16/23 Release Notes Summary Enhancements included in OAK!Merge v 25 Supports Act!  v24 and later.   Does not have to be upgraded when Act is updated to a new version. Is 64 bit based code Supports larger addressable arrays for sorting and avoids out of memory errors on large merges and exports. Updated and tested with 64 bit Act v24 and v25 ( updated - also for Act v26) Does NOT work with 32 bit Act versions (...
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Enhancements included in OAK!Merge for Zoho!  21.1.2

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Zoho Modules for Import or Exporting
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 r...
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OAK!MERGE 16.1.0 for ACT!

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OAK!MERGE 16.1.0 and SalesForce Data Migration Kit 16.1.0 for  ACT! 16 (2014)  was released today Enhancements included in OAK!Merge 16.1 Supports ACT V16 (2014) Imports multiple Products to multiple Opportunities in one import New Filters on the Mapping screen to limit the rows displayed Swapped source and target panels on screen1: source is now on top Swapped source and target on Mapping on Screen 2 to be: Left to Right Removed Checkboxes for LINKING fields on Mapping screen ...
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OAK!MERGE 15.5.2 for ACT!

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OAK!MERGE 15.5.2  for ACT! was released today Key update: Fixed a bug in opportunities area  to avoid a fatal error when updating or exporting opportunities. See previous posts for other Version 15 updates Users with earlier versions will need to purchase a version 15 license. Users with Version 15.0 or later can install 15.5.2 over the existing installation without having to reactivate. download current and previous versions of OAK!Merge at https://www.oakmerge.com Note the fatal ...
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OAK!MERGE 15.5.1 for Sage ACT!

Posted on by oakadmin
OAK!MERGE 15.5.1 and SalesForce Data Migration Kit 15.5.1.0 for Sage ACT! was released today 1 Fixed bug in custom table export to include links to Contact and Company 2. Revised and  improved wording on progress page: step 1,2.3.4... 3.  Use CTRL F to find columns in the Mapping page See previous posts for other Version 15 updates Users with earlier versions will need to purchase a version 15 license. Users with Version 15.0 or later can install 15.5 over the existing installation wi...
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OAK!MERGE 15.1.0 for Sage ACT! 2013

Posted on by oakadmin
OAK!MERGE 15.1.0 for Sage ACT! was released today, it includes: 1. Manual updates for ACT! 2013 See previous post for other Version 15 updates Users with Version 15.0 can update to 15.1 for free. Users with earlier versions will need to purchase a version 15 license. Users with Version 15.0 or later can update to 15.1 over the existing installation without having to reactivate. download current and previous versions of OAK!Merge at www.oakmerge.com
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OAK!MERGE 15.0.0 for Sage ACT! was released for data import/export

Posted on by oakadmin
OAK!MERGE 15.0.0 for Sage ACT! was released today, it includes: 1. Supports SAGE ACT! 2013 PRO Premium and ACT for Web - Server 2.Valid count for a test run is now limited to 1 or more 3. Support for updating Process and Stage fields in Opportunities. ( previous versions could Add this info when creating a new opportunity,  but not update these fields) 4. Improvements in SalesForce Data Migration Kit field mapping and tasks cleanup OAK!Merge users with earlier versions will need to purchase...
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Converting from SalesForce to ACT! / new Enterprise edition of OAK!Merge

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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...
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Q/A mappings vs profiles

Posted on by oakadmin
Question:  can I use field mappings in any version of OAK!Merge? Answer: yes,  field mappings are included in Basic and up versions. Note:  In the Basic version you can save and use mappings.  This is not the same as saving and using profiles.   Mappings are only the field mappings.  The profiles include the mappings AND the log-in/password, type of source and file name.   Profiles are required for unattended automated merges.  Profiles are not included in Basic. If you create and reuse field...
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