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New Member
fhankinson
Posts: 2
Country: Australia
Message 31 of 39 (2,087 Views)

Re: Export Notes from ACT to excel

[ Edited ]

Hi Craig,

 

Did you try the Magic DB Explorer program?  As using this I have been able to export the Notes history (though it's pretty messy with bits of gobbledegook - requires lots of clean up).  It seems logical to me that the sql used to export the Notes should be able to be adjusted to export the Appointment History instead... but I don't know anything about sql (just copied the sql kindly provided by jtothez in this thread, which I tried unsuccessfully to amend).

 

ACT is one big clunky pain  - I am exporting because we are transferring everything to an industry specific software program.

 

Cheers, 

 

Fiona

 

 

 

[edit - removed expression after 'pain"']

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New Member
edsquare78
Posts: 2
Country: United_Kingdom
Message 32 of 39 (1,296 Views)

Re: Export Notes from ACT to excel

hi mike, we are looking to do a full export and need all notes plus all extra fields i have set up (some correctly and some maybe not correctly).

this itexport product sounds ideal.

what is the cost?

thanks

Ed
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Platinum Elite Contributor
GLComputing
Posts: 13,898
Country: Australia
Message 33 of 39 (1,276 Views)
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New Member
edsquare78
Posts: 2
Country: United_Kingdom
Message 34 of 39 (1,270 Views)

Re: Export Notes from ACT to excel

great

 

how do i proceed - i tried going through the website links i found but it was not clear.

 

i have filled in a interest form and no one emailed or called.

 

i would like to buy this software and try to use it.

 

if i do will you or someone be onhand to support if i have questions?

 

how do i buy it?

 

Please send me your email so we can be directly intouch - edsquare78@gmail.com

 

Ed

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New Member
systemsplanet
Posts: 3
Country: USA
Message 35 of 39 (810 Views)

Re: Export Notes from ACT to excel

Here is a free solution.. I was able to export all of my data, including notes by
1. create a report that outputs an HTML table with all the fields
2. run the report, specify output to file
3. specify text file, and enter a name ending in .txt
4. using file explorer, rename the file to end in .HTML
5. open the file a web browser
6. select the table, right-click, copy
7. open excel, right-click paste
8. save as CSV
9.import just about anywhere

note: excel is limited to 32k per cell, so you may need to write code to split the notes into multiple cells.
tested with act 5 with 3000 rows



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New Member
LadyH
Posts: 4
Country: United_Kingdom
Message 36 of 39 (789 Views)

Re: Export Notes from ACT to excel

Hi,

 

I was glad to find your response tot his problem with exporting notes from act to excel.    My problem is that I have an old colleague who used Act 2012 who has contacts which he can let me have, that's saving me time in entering them from scratch.  I use Act 2013 with my new company and although I can export the record information from his computer into excel I am not able to get the Notes/Histories information.    I thought you solution may help me but not being so familiar with Act I fall at the first hurdle - 1. create a report thatoutputs an HTML table with all the fields.  Can you help me with this bit and then I might get somewhere with the rest of the actions.  

 

Look forward to hearing.

 

thanks

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New Member
systemsplanet
Posts: 3
Country: USA
Message 37 of 39 (783 Views)

Re: Export Notes from ACT to excel

I've uploaded the report I used here so you can edit it yourself:

 

https://sites.google.com/a/systemsplanet.com/act-export/

 

When you run the report, it outputs html with this header:

<html><head><title>ACT Contacts</title></head><body><table id="contacts" valign="top" halign="left" border="1"><tr>
<th>Title</th><th>First Name</th><th>Middle Name</th><th>Last Name</th>
<th>Suffix</th><th>Job Title</th><th>Company</th><th>E-mail Address</th>
<th>E-mail 2 Address</th><th>E-mail 3 Address</th><th>Primary Phone</th>
<th>Home Phone</th><th>Home Phone 2</th><th>Mobile Phone</th><th>Pager</th>
<th>Home Fax</th><th>Business Phone</th><th>Business Phone 2</th><th>Assistant's Phone</th>
<th>Company Main Phone</th><th>Business Fax</th><th>Other Phone</th><th>Other Fax</th>
<th>Callback</th><th>Car Phone</th><th>ISDN</th><th>Radio Phone</th>
<th>TTY/TDD Phone</th><th>Telex</th><th>Home Address</th><th>Business Address</th>
<th>Other Address</th><th>Web Page</th><th>Spouse</th><th>Children</th>
<th>Manager's Name</th><th>Assistant's Name</th><th>Referred By</th><th>Billing Information</th>
<th>Internet Free Busy</th><th>Department</th><th>Directory Server</th><th>Account</th>
<th>Organizational ID Number</th><th>Hobby</th><th>Language</th><th>Location</th><th>Mileage</th>
<th>Office Location</th><th>Birthday</th><th>Anniversary</th><th>Profession</th>
<th>User 1</th><th>User 2</th><th>User 3</th><th>User 4</th><th>Notes</th>
<th>Categories</th></tr>

 

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New Member
LadyH
Posts: 4
Country: United_Kingdom
Message 38 of 39 (763 Views)

Re: Export Notes from ACT to excel

Hi,

 

More help erquired if possible :smileyhappy:  I clicked on the link and did the steps up to trying to run the report in Act but it came back saying that this was a previous edition and would I like to convert .  I clicked on ok and then a few seconds later it came back Act cannot open this.

 

Any suggestions?

 

Also, is there a way I can get the information across without using the Excel programme senario.  I have access to both Act Systems if that helps.

 

thanks 

 

Jill

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New Member
systemsplanet
Posts: 3
Country: USA
Message 39 of 39 (760 Views)

Re: Export Notes from ACT to excel

My recommendation is to start with the end in mind.

Find out what import formats your target system supports, then create an ACT! report that outputs that format

 

Take a look at the reports that come with ACT.

Find one that has the data you need

Save it to a new report file

Then open the new report file with the ACT report editor and start editing

 

If you can't figure this out, then I'd recommend hiring someone who has done this before so you dont pay them to learn it

 

Good luck!

 

 

 

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