04-01-2010 12:39 PM
Planning on using ACT! 2007, not installed yet.
Planning to import MS Access customer data (via .dbf export and then import) into ACT! and later export the data back to MS Access (via .xls export and then import), however when records are edited or added, does ACT! automatically timestamp the record, so on the changed/new record can be exported?
04-01-2010 12:47 PM
ACT! has Created and Edited fields that you can lookup. If you can modify the Access application is can directly read the ACT! tables via OLEDB - might be easier than exporting from ACT!. See: http://blog.glcomputing.com.au/2009/07/connecting-to-act-by-sage-data.html
Just a question will you want to import Access data for records already in ACT! and update them? If so, you can't do this via a normal import. You need to either use the ACT! SDK or an addon like itImport as I mention is the post above
If you need data to go both ways, having Access read ACT! via OLEDB and using itImport to bring the Access data directly to ACT! might be an option for you
04-01-2010 07:00 PM
Basically this will be a one time use of ACT!.
The data will be imported from Access into a empty ACT! Database, modified while at a conference on a laptop, then later after the conference, the data will be exported back to Access for use in a web based application. The reason for this is that there is no guarantee of internet access at the conference.
04-03-2010 06:43 AM
Then bring them to ACT! via Export from Access to CSV and import to ACT!
Then have Access read them via OLEDB to query the records you want and bring the data back