How to extract Notes, History, Documents, Web Info, Addresses to CSV format in ACT! Premium

[sapthagiri_186]

Hi,

I am trying to extract Notes, History, Documents, Web Info, Addresses from ACT! Premium however, I am failing to do so. I would like to know if there is a way to extract them (more likely to CSV formats).

The problem I am facing while extracting History (Reports->Notes/History), it is showing me that "Saving in Progress" and the "Page count is going Up on 30,000" and there its getting struck. And to reach 30,000 pages in there it is taking 2-3 hours time.

Basically, this process is killing my time and also driving me crazy. It would be great if you people can help me in achieving this sooner.

Best Regards

Sapthagiri 

[FILLSTAFF]

Hello Sapthagiri,

Will try to help, not sure I will be able to resolve but please provide more info.

Describe your environment. What Operating system / systems?

What version of ACT? (complete reference Help / About)  How many users ? Remote Databases?

How many total records in your database and how many records are your attempting to run a report on or Export?

Attempting a Export  or Report?

Reference How To Export KB info

http://kb.swiftpage.com/app/answers/list/kw/export%20to%20csv/sno/1/search/1/session/L3RpbWUvMTM3OTA.....

I do not see exactly what you are trying to do?

Did you perform a lookup of your desired data to be used?

Not sure you would be able to include Documents?

ok will wait to hear back from you with the details - cheers - FSBill

[sapthagiri_186]

Hi,

Ours is an Windows XP system. Basically, there are Companies, Contacts, Opportunities and I could export these into CSV files (File->Export--..).

The case over here is that there are other fields like Addresses, Notes, History and Documents in the above mentioned items and I want these also to be exported to CSV files. 

Regards

Sapthagiri

[sapthagiri_186]

And the version we have is "ACT! by Sage Premium 2010 Version 12.1.181.0 "

[Roy_Laudenslager]

There isn't any export available in the ACT! program to export the Notes, History or Oppertunities. For that you would need a third party exporter. Check here. http://www.jltechnical.com/exporter.htm

[FILLSTAFF]

Thanks Roy - that's all I got- cheers - FSBill

[sapthagiri_186]

So, you mean to say that in order to get extended data(Notes, History and Activities), we need to have 3rd party tools.

From what I have understood from the discussion so far is that only for those items which do have list view, we can export them to csv formats and for others we need to have a 3rd party tools installed.

Please correct me if I am missing out anything.

[FILLSTAFF]

Yes. As I understand things. I am no expert in this specific area. Sorry.

I don't believe too many folks attempt what you are wanting to do.? Good luck.

[Roy_Laudenslager]

That's correct. Because the ACT! datebase is multitable an export of the history only would be meaningless because there would be no connection to the other tables.

[benhamilton]

I use Stonefield Query to produce some reports that are needed in .csv files by some of my clients.