| Function | |||||
| Works with | ACT! 2007 - ACT! 2010 | ACT! 2007 - ACT! 2010 | ACT! 2005 - ACT! 2010 (all versions) | ACT! 2005 - | ACT! 2008 - ACT! 2010 |
| Contacts | |||||
| Secondary contacts |  | | | |
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| Companies | | | | |
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| Adding Documents to Companys(pdf,doc,excel,...) | | | | |
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| Updating the Recordmanager | | | | |
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| Creating a follow-up activity on any import/update | | | | |
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| Adding Documents to Contacts(pdf,doc,excel,...) | | | | |
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| Creating Companys and Linking Contacts to the companys while Importing/Updating Contacts | | |
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| Linking Contacts to Groups while Importing/Updating Contacts | | | | |
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| Custom Tables (ACT10.02 and Higher) | *1 | *1 | | |
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| Adding Attachments to Notes,History, Activities (pdf,doc,excel,...) | | | |
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| Groups | | | |
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| Histories | | | |
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| Notes | | | |
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| Opportunities | | |
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| Activities | | |
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| Products | | |
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| Assign contacts to groups and companies while importing contacts | | |
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| Merge opportunities | | |
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| Import documents | | |
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| Add a default value | | |
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| Assign contacts/companies to user/teams | | |
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| Import of user | | |
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| Runs as Windows Service | * | * | * | * | * |
| Ammount of Databases | 2 | 2 | 2 | no limit | no limit |
| Source | |||||
| ASCII(CSV, Tab, Comma, Custom) | | | | |
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| Excel | | |
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| SQL (only for ACT2007 and Higher) |
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| Ready to sync - Method | | |
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| Datenbase formats | |||||
| MySQL |
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| ODBC |
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| Paradox |
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* You must Purchase the Service IT to run the import as a Windows Service
*1 only if CRMADDON Table IT is installed
By Upgrading the Import Version to a higher version (e.g Basic to Advanced), the payment of the old version will be credited, however 15% Upgrade fees will be billed.
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