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Importing Updated Field Information to Current Clients

New Member
Posts: 6
Country: USA

Importing Updated Field Information to Current Clients

I would like to know if there is a way to import updated information for contacts.  I am able to download lists from the internet of sales leads.  Information pertaining to the companies usually changes.  A new person replaces an old contact.  Trying to type all of that information in by hand for a 500 contact list is onerous.  I am wondering if there is a way to import only the changes? 

 

Thanks sincerely

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Importing Updated Field Information to Current Clients

Your best bet is to look at one of the third party import/merge tools available.

 

One example is OakMerge.

New Member
Posts: 6
Country: USA

Re: Importing Updated Field Information to Current Clients

Thanks so much for your help!
Copper Contributor
Posts: 43
Country: USA

Re: Importing Updated Field Information to Current Clients

Hi

 

You might also like to have a look at Inaport for ACT!

http://www.inaplex.com/Products/Inaport_for_ACT.aspx

 

Inaport is a full featured import/migration/integration engine, with support for the complete range of Sage CRM solutions, including ACT!

 

For ACT!, you can import (create/update/delete) into any entity, including custom entities. It gives you powerful data transformation, matching and logging capabilities.

 

Any questions, please contact info@inaplex.com

 

Regards


David Evans

Inaport - CRM Integration

http://www.inaplex.com