OAK!MERGE™ Data import utility for ACT!
Field-by-Field Merging of Data into ACT!
· Add, Update, Skip or Delete records from any of ACT!'s "updateable" tables: Contact, Group, Company, Product or Opportunity. Match on one or more fields, if updating is desired
· Append data to Notes, History or Activities and link them to Contacts, Companies, Opportunities, or Groups
· Unlimited uses: update sales info in ACT! with mainframe data matching on customer number, update sales territory matching on zip codes, import trade show or web leads, etc.
· Import ACT! Users or Copy Users from one ACT! database to another
· Use with unlimited number of ACT! databases
· Updates ONLY the ACT! fields you specify. All other ACT! data remains unchanged
· Allows constants or transformations (Trim or Case) to be done as part of mapping the data
· Adds Contacts to be members of static groups
· Provides "mapping" to define which field(s) to update and which field to match on; maps can be saved & reused later. Profiles include mappings
· Profiles also allow saving Source files and Target files as well as the mapping
· Run OAK!Merge from a scheduler in unattended batch mode
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