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Import company data from contacts

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BMI
New Member
Posts: 5
Country: USA

Re: Import company data from contacts

Thank you everybody for the answers. I will suggest to them this as a feature request.

 

Thanks again,

 

Cliff

Copper Super Contributor
Posts: 69
Country: USA

Re: Import company data from contacts

You can use OAK!Merge to do this.   You can copy COMPANY data to CONTACTS:  directly ACT to ACT, or ACT to CSV; then CSV back into ACT.   This could also be automated to run on  a schedule to run every night, or even every 30 min.   

 

Some people use this type of merge to keep several databases updated.  You control exactly which fields are mapped. 

 

Alan

 

Alan Lee

1st ACC and still standing

www.OAKMerge.com