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Import evnets, note from customer

New Member
Posts: 30
Country: Canada

Import evnets, note from customer

[ Edited ]

Hi,

 

I have a CRM (contact plus) and I can't import my events into ACT Premium V16.3.

 

I would like to know in with format my devlopper need to do the job to be able to import all me events, notes for each customer into ACT ?

 

Everyone here can do this job ?

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Import evnets, note from customer

Check out the OakMerge utility. It should do what you want.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 30
Country: Canada

Re: Import evnets, note from customer

[ Edited ]

where I can get this ?

 

What is OakMerge utility ? It's a plugin for ACT ?

 

Contact plus don't export event in the .DB or .CSV file..

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Import evnets, note from customer

http://www.oakmerge.com/

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 30
Country: Canada

Re: Import evnets, note from customer

Contact plus don't export event in the .DB or .CSV file. when I do an export manipulation so this software are not necesary for me

New Member
Posts: 30
Country: Canada

Re: Import evnets, note from customer

No awnser since my last post ......

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Import evnets, note from customer

What export formats does Contact Plus provide?

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 30
Country: Canada

Re: Import evnets, note from customer

here the screenshot below BUT they don't export events, notes, from the customer and it's this I need more important because the export, I can import with no problem into ACT!

 

Untitled-1.jpg

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Import evnets, note from customer

 I went back and took a look at your original post. Your issue isn't with the ACT! program, it's either conversion from Contact Plus to ACT! or an exporter that extracts all the data from Contacts Plus. A good intermediate format would be Access because OakMerge will import to the ACT! database from an Access database. Another choice would be to contact an ACC that does conversions from other CRM programs to the ACT! program. You might take a look at http://www.egenconsulting.com/  for a start.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 30
Country: Canada

Re: Import evnets, note from customer

Can you give me other company that can convert other CRM to ACT ?

 

In canada you have it ?