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Act to Salesforce Data Migration

New Member
Posts: 1
Country: USA

Act to Salesforce Data Migration

Hello Everyone,

 

   I need to migrate data from Act to salesforce, Can anyone please advice?

 

Thanks..

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Act to Salesforce Data Migration

If just contacts, you can export from ACT! to Excel via the Contact List View.

If you want the other data, then you need to be on the Enterprise version of Salesforce (cheaper versions don't have that import function) and you need an addon like itExport to get the data from ACT!

Fortunately, we also have tools to bring the data back ... most users who go to Salesforce end up returning
Bronze Contributor
Posts: 955
Country: Australia

Re: Act to Salesforce Data Migration

go out to the web and look for a product from JL Technical as she has a tool to do an export especially for going to Salesforce although as Mike says many that leave come back after the poor performance they receive. I would be interested in knowing your result as a couple of my clients have made the jump and really regretted it a number of months down the track.

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.