Please enable JavaScript to view this site.

DATA|SUITE Manual

Navigation: » No topics above this level «

IMPORT|IT Manual
Themen Prev Top Next More

 

importit produktbild neu​

 

With the addon IMPORT|IT for Act! you optimize your data transfer starting already with the Basic version. If desired you can create your own schemas which you can save securely using a password. Use the many additional features of the further editions. Create reports about the performed imports and never lose the overview.                        

 

You can also buy the module on its own on our product page.

 

If you need any help our Support is more than happy to help you.

 

Overview over all the IMPORT|IT functions:

 

•Import into every Act! data record type

•Avoidance of duplicates by using a Unique ID

•Freely definable criteria for the data that is to be imported

•Linking of contacts and companies

•Supported formats: CSV file, Microsoft Excel, Microsoft Access, FoxPro, Act! 2008+, XML file, Oracle Server, Microsoft SQL Server, Paradox, My SQL Server, Microsoft Navision, ODBC connection

•Import of data like histories, notes and activities and allocation to the corresponding contacts, groups, companies and opportunities with freely definable criteria for finding the related master data record

•Creating activities for imported contacts and companies

•Categorization of the imported contacts by dynamic or static group assignment

•Automation with SERVICE|IT