12-16-2009 12:57 AM
I am looking to find out if it is possible to connect Excel and ACT via VBA, I'd like to pull data into Excel and then manipulate and push back into ACT via VBA.
I've had a quick look at the forums and I believe it is possible, however could someone confirm that this is possible ?
Thanks in advance
12-16-2009 01:38 PM
Before you get deeply involved with writing code and SDK look at this add-on http://www.exponenciel.com/actaddons/actaddon.aspx?ID=78
It may do all you want and for not a lot of money.
Hope this helps
12-18-2009 03:47 PM
I use one called ACT2Excel from CRM AddOns - http://www.crmaddons.com/p-33-act2excel.aspx
This one has a few more features than other that make it a bit more automated - less user interaction and less clicking.
12-19-2009 02:45 AM
The main differences between the 2 add-on's are the first also interacts with the opportunities and product tables which ACT2Excel does not claim to do. Both are good at what they do so it is matching need to product.
Mark are you happy with our responses, do you need any more help?