06-25-2012 04:39 PM
Is there an addon that will take data from ACT and insert it into a website. Almost like some password software what will auto fill your info for registering for a site.
I would like to take data from clients and insert it into our quoting system.
Thoughts and suggestions are greatly appreciated.
06-25-2012 05:22 PM
Not that I'm aware of.
If you're wanting bulk updates, you might be able to configure Export IT or similar to export defined fields to .csv, which could be imported into your quoting tool.
Or you might be able to write yourself a 'macro' using AutoHotKey http://www.autohotkey.com/ if you're just working with individual records.
Either way, a lot of work.... perhaps using a tool like Quosal http://www.quosal.com/ might be the way to go.
06-26-2012 02:54 AM
06-26-2012 06:07 AM
I would think it would be like egrabber in reverse. Instead of pulling data off the web and importing to ACT, you would be pushing data from ACT to a form on a website (ie, first name, last name, email, zip code, dob, etc).
Thanks for the suggestions. I will pursue them.
06-26-2012 03:21 PM
06-28-2012 02:59 PM
If you are using the same contacts fields each time, and you can easily populate your web quote fields from a spreadsheet, you could try this work-around I set up the other day with Ben's help:
Once I found out what to do, and how to send any report to an excel spread sheet, it was just about 20 mins getting the Act report right. Standard template reports sent to Excel create vast numbers of spare columns and merged fields which make them useless for any other purpose, which is why I created a new stripped bare report template as described.
Sending lookups straight to Excel didn't cover the fields I wanted to report on.
06-30-2012 04:34 PM
07-01-2012 05:38 PM
I was considering something that would take the following and load it into a web form (my company's rating software)
date of birth
if dependents, it would load that also.
I bit the bullet this week and purchased Northwoods SAM. As long as it has not changed much since 2007, I should not have that steep of a learning curve.
Several say egrabber does this. I will have a look into that software. THansk for all the advice