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Exporting all data

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New Member
Posts: 3
Country: United Kingdom
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Exporting all data

I need to export all of the data from Act 2010, including opportunites etc. Is there a way of doing this as it will only allow me to take out the contact details. 


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Accepted by topic author CrombieC
‎09-25-2015 03:20 AM
Bronze Contributor
Posts: 930
Country: USA

Re: Exporting all data

JL Technical sells a tool, The Exporter, that does just what you're asking for:

http://www.jltechnical.com/

 

Other than that, ACT! itself has no ability from the menus to export everything - as you've noticed, opportunities, histories, notes, company-contact relationships - none of these export.

 

You could use the OLE DB provider to bring things into Excel and then save them out - time-consuming.

 

If you follow this link into the ACT! knowledgebase, and search for article 25186, it explains how to  setup an OLE DB connection:

http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_alp.php

Also check out article 25837 for some sample queries.

 

But if your time could be better spent elsewhere, then consider JL Technical's exporting tool - 30 minutes and you're done.

 

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Solution
Accepted by topic author CrombieC
‎09-25-2015 03:20 AM
Bronze Contributor
Posts: 930
Country: USA

Re: Exporting all data

JL Technical sells a tool, The Exporter, that does just what you're asking for:

http://www.jltechnical.com/

 

Other than that, ACT! itself has no ability from the menus to export everything - as you've noticed, opportunities, histories, notes, company-contact relationships - none of these export.

 

You could use the OLE DB provider to bring things into Excel and then save them out - time-consuming.

 

If you follow this link into the ACT! knowledgebase, and search for article 25186, it explains how to  setup an OLE DB connection:

http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_alp.php

Also check out article 25837 for some sample queries.

 

But if your time could be better spent elsewhere, then consider JL Technical's exporting tool - 30 minutes and you're done.

 

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Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Exporting all data

Kevin, has JLTechnical updated for the new Opportunity structure in ACT! 2010? Their web site only lists up to ACT! 2009.

 

If not, you might try itExport - http://www.glcomputing.com.au/main/64/1

Bronze Contributor
Posts: 930
Country: USA

Re: Exporting all data

Michael,

 

I've dropped an email to Linda K at JL Technical to get an answer to that - will post the answer.

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Bronze Contributor
Posts: 930
Country: USA

Re: Exporting all data

I just heard from JLTechnical and Exporter IS compatible with ACT!2010.

 

 

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wvp
Loyal Listener
Posts: 53
Country: Canada

Re: Exporting all data

Mike, what is the cost of itExport?

 

 

Platinum Elite Contributor
Posts: 14,384
Country: Australia