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upgrading from 2009 to 2011

New Member
Posts: 2
Country: USA

upgrading from 2009 to 2011

The database file I've created in ACT 2009 has LOTS of custom fields, as I've tailored it to fit my business very specifically (lots of drop down lists for make/model of product purchased, etc.).  I'm hoping that I won't have to start from scratch if I upgrade to 2011.  Please no speculating.  I want to know for sure.  Thanks!

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: upgrading from 2009 to 2011

Just opne the database in ACT! 2011 and it will convert.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Silver Contributor
Posts: 1,813
Country: USA

Re: upgrading from 2009 to 2011

We also haven't had any issues with upgrading, BUT to be sure, load 2011 on a machine and make a copy of hte database and move it over.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 2
Country: USA

Re: upgrading from 2009 to 2011

just a little gun shy as I had to start all over when I converted from 2003 to 2009.  I haven't purchased the upgrade yet, but I'll follow up after I get and install it.  Thanks!

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: upgrading from 2009 to 2011

The conversion from ACT! 5.0 (2003) to 2009 would have been more challenging since the database formats between those versions was completely different. This should not be the case going from 2009 to 2011.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.