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Database Merge - Act 2009 Premium

Copper Contributor
Posts: 53
Country: United States

Database Merge - Act 2009 Premium

I have 2 databases that need to be merged. DB "B" has about 5000 international contacts and needs to be merged into our main database "A" with approximately 15000 contacts. The databases are identical (including same list of record managers, custom opportunity fields, etc) physically - only differing in the contacts involved.

 

I have tried exporting a lookup of records for which I am the record manager (and I'm admin in both DBs) - failed.

I have tried exporting a lookup of records for which another user is record mananger (changing them to MANAGER in both DBs) - failed.

I have tried exporting ALL CONTACTS - failed.

 

I need all the records from "B" added to "A" including history, opportunities, activities, etc. while preserving the record manager info (and the create date as well).

 

 

Please help.

Silver Elite Contributor
Posts: 3,353
Country: United_Kingdom

Re: Database Merge - Act 2009 Premium

Can you expand a little on what you mean by "failed". Do you mean nothing was imported, i.e. the import just didn't work, or that it did import but not as you wanted.

 

One of the issues you may have is that the Record Managers although having the same name in both databases could potentially be "different", unless database B was created by copying database A then exporting the Record Managers from A to B.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
Platinum Elite Contributor
Posts: 14,384
Country: Australia
Copper Contributor
Posts: 53
Country: United States

Re: Database Merge - Act 2009 Premium

I mean "failed" as in nothing is imported. I just again followed every step on the KB link provided and still get nothing. I go through the wizard, it launches a progress bar which sits there blank for about 30 seconds then just disappears.

 

I have every user (duplicated from the original A database when the B database was created) as a manger in both A & B.

 

I'm confused honestly by the "Ensure that the Allow Editing option is enable for all fields"...I can't find this anywhere. I have set them to "full access." When it says "remove all duplicate drop-down lists" - does that mean any lists that are the same in database A & B?? That doesn't make sense.

 

I have tried logging into the database as an administrator and as a specific user (as a manager...trying to export just a single user's accounts).