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Exporting with History & re-importing

New Member
Posts: 6
Country: United_Kingdom

Exporting with History & re-importing

Hello All,

 

First post here and hopfully I can get some assistance.

 

I'm using ACT2010 V12. I have 3 groups set up - two of these groups will be going to a external company to assist in marketing, they will then on a weekly basis provide me with a updated file for me to bring back in (thats the plan at the moment)

 

Exporting groups I can do but I need the History with the contact to go with it - is this possible?

 

Would I then be able to bring in a file (excel) on a weekly basis to update the history they have done?

 

Any help would be great - I've only a basic to meidum understanding of IT so please go lightly. Will consider premium plug-in if it gets the job done.

 

Thanks.

 

Nick.

 

 

OCS Retail Support
Stoctaking & Inventory Services
http://www.OCSRetailSupport.co.uk
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Exporting with History & re-importing

The easiest way would be to get them a license (or licenses if multiple people) for ACT! and set up remote synchronisation.

 

There are tools to export and import (like itExport and itImport), but if they make changes to the formats, it can get messy.

New Member
Posts: 6
Country: United_Kingdom

Re: Exporting with History & re-importing

Thanks for replying Mike,

 

I'm not sure that's an option 1) They will have a several people and this if for a 3 month trial - it might not prove cost effective at the end. 2) Data held on the rest of our database we can't allow them access too.

 

I've had a look at the programmes you've recommened - do you know a price or am I just missing it?

 

Regards

 

Nick

OCS Retail Support
Stoctaking & Inventory Services
http://www.OCSRetailSupport.co.uk
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Exporting with History & re-importing

1) It might not be much more... and would save a lot of time
2) You use sync sets so only the contacts they need get sent

Pricing here: http://www.glcomputing.com.au/pricing/1
There's only one itExport, but different itImport editions (you'd probably need Standard)
New Member
Posts: 6
Country: United_Kingdom

Re: Exporting with History & re-importing

Wow looking at that pricing I can see what you mean.

I'm not sure getting extra ACT! licenses is the way forward - is there any other options?

Thanks.

Nick.
OCS Retail Support
Stoctaking & Inventory Services
http://www.OCSRetailSupport.co.uk
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Exporting with History & re-importing

Not if you want to bring the data back in properly to update the records in the database.