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ACT Hosted CRM

Avid Listener
Posts: 52
Country: United States

ACT Hosted CRM

Probably not the right place for this, but I cannot find a better one. I am into my 30 day trial of the online ACTCRM. I want to import a standalone ACT! 2011 DB into it. Is this possible?

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: ACT Hosted CRM

Silver Contributor
Posts: 1,813
Country: USA

Re: ACT Hosted CRM

If you are hosting your ACT via ACT for Web, there is not a way to import in that product. Your hosting partner should have gone over this when you signed up.  May of the hosting partners will do the import for you at a cost.

 

Another option is to ask the hosting partner to give you a sync ACT database on one of your computers from which you can do imports.

 

Hosting partners that provide access to the FULL ACT WINDOWS product thru a thin client (like Citrix) provide an options for your to do all of your own imports.  (We provide all three hosting options)

 

http://cloudtopoffice.com

 

 

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: ACT Hosted CRM

Actually Jon, given the option, I'd MUCH rather imports be done remoted into the server (RDP, Citrix, or even TeamViewer) than via sync ... much more reliable

I often use Dropbox to make it easy for the user to move the files to the server ... or, if small files, even attaching to the My Record can work

Silver Contributor
Posts: 1,813
Country: USA

Re: ACT Hosted CRM

Mike. I totally agree
Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider