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Retrieving ACT data in CSV format

New Member
Posts: 9
Country: United Kingdom

Retrieving ACT data in CSV format

Hi All,

 

Does any one have experience in extracting ACT data in CSV format. All the reports only output in Text formats and I need to import the data directly to Excel without the messing around of doing a 'text to column' conversion. I understand there is a way of unlocking the SQL database and then exporting the data.

 

Thanks

 

Darrell

Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: Retrieving ACT data in CSV format

Do you just want to contacts... or do you want notes/histories and other sub-tables?

What do you want to do with the data?

Copper Contributor
Posts: 43
Country: USA

Re: Retrieving ACT data in CSV format

[ Edited ]

 

Hi Darrell

 

Inaport for ACT (from us) will let you select data from contacts or other tables and write directly to Excel, Access, or any other database format.

 

Regards

 

David Evans

 

{link removed...please see your PM box http://community.act.com/i/skins/default/icon_notes_mail_blink.gif}

Message Edited by tashina on 06-27-2008 12:27 AM
New Member
Posts: 9
Country: United Kingdom

Re: Retrieving ACT data in CSV format

 Hello Mike,

 

I need to get mainly all the opportunity information out, as it needs to be used in another report to our corporate HQ.

 

Regards

 

Darrell

New Member
Posts: 9
Country: United Kingdom

Re: Retrieving ACT data in CSV format

Hello David,

 

Thanks for the web link. I'll take a look.

 

Thanks

 

Darrell

Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: Retrieving ACT data in CSV format

You can get the Opportunities directly with Excel using the OLEDB interface as per this ACT! Knowledge Base article - http://tinyurl.com/3k5fhx
 
Another option to look at is www.jltechnical.com