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Does this add exist?

Tuned Listener
Posts: 58
Country: USA

Does this add exist?

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.

Rusty

Bronze Super Contributor
Posts: 1,679
Country: Australia

Re: Does this add exist?

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.

 

Ben.

Silver Contributor
Posts: 1,813
Country: USA

Re: Does this add exist?

I believe that Address grabber will do this.

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

Tuned Listener
Posts: 58
Country: USA

Re: Does this add exist?

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.

Russelltw

Silver Contributor
Posts: 1,813
Country: USA

Re: Does this add exist?

egrabber works both ways.

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

Copper Elite Contributor
Posts: 227
Country: New_Zealand

Re: Does this add exist?

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:

http://community.act.com/t5/Sage-ACT/Excel-reports-on-ACT-lookups/m-p/203064#M58562

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.

Cheers,

Graham

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Does this add exist?

Really depends on how you want it in the quote ... is the area you want the data in one field or individual fields
Tuned Listener
Posts: 58
Country: USA

Re: Does this add exist?

I was considering something that would take the following and load it into a web form (my company's rating software)

 

first name

last name

email

date of birth

zip code

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

R