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Compare Act Database fields to an external CSV tabel, then update Act! fields based on values in CSV

Skilled Commentator
Posts: 71
Country: United Kingdom

Compare Act Database fields to an external CSV tabel, then update Act! fields based on values in CSV

[ Edited ]

Hi

As an example I have 10,000 contacts in Act

 

I now have a CSV table with 2000 entries, all related to contacts within the 10,000 user Act database

 

What I want to do is - using a common field between the lists (say the email field as the common identifier)   is to UPDATE act with new information from the CSV

 

This relates specifically to a 'bounced email' list

 

So I either want to

 

1) Put some text in History to indicate the 'old' email addresses are no longer valid

OR

2) to update a field I have created in Act (ie created a dead-mail-box field for my own purposes)

 

 

Could anyone offer suggestions as to the easiest way to do this

 

 

 

Carl Dipane

 

 

 

 

Message Edited by tmergel on 01-25-2010 08:59 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Compare Act Database fields to an external CSV tabel, then update Act! fields based on values in CSV

The only way to do this is with an add-on such as itImport - for the functions you mention, the Standard edition would be enough
Skilled Commentator
Posts: 71
Country: United Kingdom

Re: Compare Act Database fields to an external CSV tabel, then update Act! fields based on values in CSV

MIke

I've looked at your utility in the past - and know that sooner or later I need to 'take the easy route and go with your product!.

It looks good

 

Carl 

 

Bronze Elite Contributor
Posts: 2,545
Country: New_Zealand

Re: Compare Act Database fields to an external CSV table, then update Act! fields based on values in CSV

Carl

An add-on application is not the only choice you have.

 

Be aware, that add-on applications such as itImport require you to purchase an upgrade each time you upgrade ACT! If you upgrade ACT! Annually, then effectively you are paying a subscription fee for what is a relatively straightforward task, achievable with a custom plugin development. In most situations that plugin will not require any updating between versions of ACT! unless there is a substantive change to the table structure that is involved. For instance as in the case of the opportunities entity with the introduction of ACT! 2010. 

 

Before purchasing any add-on software it pays to research the licence requirements, and product constraints.

 

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Skilled Commentator
Posts: 71
Country: United Kingdom

Re: Compare Act Database fields to an external CSV table, then update Act! fields based on values in CSV

[ Edited ]

Graeme

I fully understand - and appreciate your posting

Regards

Carl 

Message Edited by cjayd34 on 02-01-2010 04:06 AM
Nickel Elite Contributor
Posts: 508
Country: USA

Re: Compare Act Database fields to an external CSV tabel, then update Act! fields based on values in CSV

Carl -

 

From my experience, there are three options for this - two involve addons, one *might* work.

 

First, the two addons:

 

1. SwiftPage - would allow you to use their service to send emails, and capture all unsubscribes/bounces/etc.  Very complete - like ConstantContact if you've heard of that.

2. MailMerge from Northwoods Software - where you use your own mail server, but it does have the capabilities to capture bounces/unsubscribes *and* update ACT!.  Very nice product, I've installed it in a few client sites.

 

Now, another idea that might help is to use your csv file and just import it - using the email as the duplicate checker, and the "note" as the merge field, or add another column to the csv file that maps to a column in ACT!.  Not sure of this one, it's just an idea - I've not tested it, nor even thought through the whole process - just wanted to throw it out :-)

 

Hope this helps...

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com