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importing data from salesforce.com

New Member
Posts: 7
Country: USA

importing data from salesforce.com

We recently purchased ACT! Premium and we're having a very difficult time importing our data from salesforce.com. We "dumped" all the data from sf.com into a csv file, but when we try to import from that file, we get a separate set of contacts and companies. In other words, contacts are not "married" to companies. I'd rather not have to pay over $1000 to have a consultant do this for us. Has anyone experienced this and found a way to make it work?
Nickel Elite Contributor
Posts: 508
Country: USA

Re: importing data from salesforce.com

There are addons that do this for you, most consultants have a copy and can perform the task very effectively and at a reasonable cost.  EMail me for more info rbrdatasolutions@gmail.com
Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com
Platinum Elite Contributor
Posts: 14,384
Country: Australia
Bronze Contributor
Posts: 930
Country: USA

Re: importing data from salesforce.com

I encourage you to contact Alan Lee of E-Tech.  They're the creators of Oak!Merge! and also have extensive knowledge of sf.com.

 

http://www.oakpro.com/prod03_OAKMerge.htm

 

Good move getting off sf.com - that's one expensive product!

 

 

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