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Import_IT

Astute Commentator
Posts: 2
Country: USA

Import_IT

Hi, i'm looking into add-ins to merge data into ACT and wondering what my options are. We're looking to update certain fields when we import so not just adding new data but updating current data. Thanks

Silver Super Contributor
Posts: 2,328
Country: USA

Re: Import_IT

Oak!Merge is an option for importing.  Here is a link.

 

http://www.oakmerge.com/Product-Info-OAK!Merge-Data-import-utility-for-ACT!.html

 

Stan


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Bronze Elite Contributor
Posts: 2,548
Country: New_Zealand

Re: Import_IT

You could use XData an API for ACT! and have a live connection to the Act! database as target/source refer   http://xdata.xactsoftware.co.nz/ 

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Nickel Contributor
Posts: 249
Country: United_Kingdom

Re: Import_IT

Hi Sally,

I've used Import IT and found it very good and the support for it is excellent, I think you should be able to download a trial of it where it only imports a certain amount of records.

There are different versions of the applicatin so make sure you get te one that is right for you.

http://www.crmaddon.com/en/addons-en/act-addons/data-management/import-it#editions

Astute Commentator
Posts: 2
Country: USA

Re: Import_IT

Thanks, just something I wanted to check...We have a dropdown field in ACT for unsubscribes so people can select a few options. Would Import_It be able to add additional options to the same field without overwriting what is already there?

 

So on ACT Joe Blogs is unsubscribed to A, B

On the spreadsheet Joe Blogs is unsubscribed to C, D

 

Could it import so on ACT Joe blogs is then unsubscribed to A,B,C,D ??

 

I hope that explains it!

 

Thanks

Nickel Contributor
Posts: 249
Country: United_Kingdom

Re: Import_IT

I don't think it will add to the multi select, but I'm not 100% sure, it might be worth asking via the live kelp at http://www.crmaddon.com/en as I'm sure they will let you know.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Import_IT

I believe that Oakmerge will.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Elite Contributor
Posts: 232
Country: Germany

Re: Import_IT

Hi Sally,

 

of course Import|it, as a part of our datasuite is importing data into multi-dropdown fields, and you can decide if you want it to append or to replace the existing data

 

this link describes how this can be done.

 

regards

 

Ingo Lange

ACC since 1995
Developer of Addons for ACT

CrmAddon Factory
+1 203 541 0040