Importer4act is our import tool. We’ve been using it for nearly five years, and now we’re making it available to the public! With a plethora of options for data sources, linking methods, de-dupe settings, and the exclusive pre-import report, you’ll never be stuck unable to bring data into Act!.
- Import from CSV, Excel, Access, .NET Dataset, Act! Databases, or SQL Database Servers.
- Import into Contacts, Companies, Opps, Secondary Contacts, Groups, Picklists, and more.
- Creates new fields from source
- De-dupe data when importing
- Specify fields for linking to a record on import
- Create or link to Companies
- Set limited access to Record Manager
- Apply Proper case to text
- Strip RTF, HTML, or XML from Notes and Histories on import
- Choice to Replace, update blank, update existing, append, or insert field data on import
Please note: As with all our products that make mass changes to your database, we strongly recommend backing up your database before using this product, and practicing on a non-production copy of your database.
Setup Assistance for Add-ons:
- Setup assistance can be purchased with this product, and this option includes the initial installation, activation, and basic configurations of the program
- Setup assistance does NOT include customization or personalization of the program, nor does it include training in its use.
- Keystroke is NOT responsible for updating your computer to prepare it for the installation of this software, as proper computer & Windows maintenance is the sole responsibility of the customer.
- Customer must be ready with all account, licensing, and other details required for activation and setup
- Service may not exceed 30-minutes and "setup assistance" does not imply ongoing warranty assistance with this product.