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Connect Excel and ACT

New Member
Posts: 1
Country: United Kingdom

Connect Excel and ACT

Good morning,

 

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

 

Mark.

Bronze Elite Contributor
Posts: 1,409
Country: United_Kingdom

Re: Connect Excel and ACT

Hi

 

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

 

Chip

Nickel Elite Contributor
Posts: 508
Country: USA

Re: Connect Excel and ACT

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.

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com
Bronze Elite Contributor
Posts: 1,409
Country: United_Kingdom

Re: Connect Excel and ACT

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?

 

Chip