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Excel Integration

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Astute Commentator
Posts: 20
Country: USA
Accepted Solution

Excel Integration

ACT 2011 Premium

 

Is it possible to have a Excel template like the current .adt templates?

 

I find the current quote form, product list and add document then open up etc. not feasible for for us. I would like to use Excel templates for quotations and billing forms and have certain information populate Excel cells (company, address, etc) Then I can add product, verbiage and use some of Excel's power to do look up, calculate etc. 

 

It would be great if it worked like the current adt templates where we could have multiple Excel templates that could be called up on a contact record (or even mail merged) and then it would automatically store the Excel file on the Contact\opportunity record!

 

Maybe it does this now and I have not figured out how?

 

  


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Accepted by topic author lev_res
‎09-25-2015 03:20 AM
Bronze Contributor
Posts: 930
Country: USA

Re: Excel Integration

 

There is a great add-on product from the folks at Exponenciel called (big surprise!) Advanced Excel Templates - it does exactly what you're asking for: http://www.exponenciel.com/actaddons/actaddon.aspx?ID=112

 

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Silver Contributor
Posts: 1,813
Country: USA

Re: Excel Integration

Not really, If you do a lot of quoting, you should look at Quotewerks.

 

Let me know if you want an Citrix Based demo account to see how it works.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Solution
Accepted by topic author lev_res
‎09-25-2015 03:20 AM
Bronze Contributor
Posts: 930
Country: USA

Re: Excel Integration

 

There is a great add-on product from the folks at Exponenciel called (big surprise!) Advanced Excel Templates - it does exactly what you're asking for: http://www.exponenciel.com/actaddons/actaddon.aspx?ID=112

 

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Astute Commentator
Posts: 20
Country: USA

Re: Excel Integration

Thank you Jon and Kevin for the quick reply that is what I was looking for!
New Member
Posts: 11
Country: United_Kingdom

Re: Excel Integration

Hi lev_res,

 

Out of interest, did you go with the Advanced Excel solution? Did it work well for you?

 

Thanks,

Stephen Siggs
Hilltops IT & ConnectIt Software

ACT! addons - http://www.connectit-software.co.uk
ACT! services - http://www.hilltopsit.co.uk
Copper Elite Contributor
Posts: 175
Country: USA

Re: Excel Integration

What did you end up doing?  How is it working?  I am interested in using Excel to run projections. I have over 50 custom fields of current customers that I'd like to export to excell. I am in the commercial lines insurance business. I want to be able to project renewal revenue projections. Most all account renew once per year. Some customers have multiple products with us. I figured out how to accomplish this by first dong a look up of all customers. Then, I customized the Contact List to include each of the custom fields.  Then, export that to Excel.  It works okay. But, once in Excel, I have to massage the data and change some things around, add some formulas, and blah, blah, blah.  I'd rather be able to export that data into a ready made spreadsheet/template.

 

Any suggestions?  Will the same product recommended above meet my need?

Bronze Contributor
Posts: 955
Country: Australia

Re: Excel Integration

If you are wanting to use Excel to do projections I would suggest you may be better of putting your data into the Opportunity area rather than the contact area. You can see how this works using the demo database and this is then quite easy to chart and graph

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
Astute Commentator
Posts: 20
Country: USA

Re: Excel Integration

Sorry to all that I did not reply -

 

We merged with another company that also uses ACT but they have a totally different process to handle the information I was trying to get in excel so we did not use either of the solutions mentioned above. But they look like theyu wodul work for what I wanted!