Import inventory data from other programs or different formats in ACT! and improve this data during the import already by using various filters and functions

 

Function

Basic (Details)

Standard (Details)

Advanced (Details)

Pro/Unlimited (Details)

Pro USB (Details)

Contacts

         

Secondary contacts

         

Companies

         

Add documents to contacts and companies (pdf, doc, Excel...)

         

Update the record manager

         

Creation of a follow-up after each import/update

         

Link contacts to groups during the import/update of contacts

         

Custom tables (ACT 10.02 and higher)

*1

*1

     

Multi-select fields

 

 

 

 

 

Import and Export of IMPORT|IT Settings

         

Read only fields importing

         

Password protection for schemas

         

Add attachments to notes, histories and activities (PDF, Doc, Excel)

 

       

Groups

 

       

Histories

 

       

Notes

 

       

Sales opportunities

 

 

     

Activities

 

 

 

 

 

Products

 

 

     

Relations

 

 

 

 

 

Create companies and link contacts to companies during the import/update of contacts

 

 

     

Assignment of contacts to groups/companies during the import of contacts

 

 

     

Assignment of contacts/companies to users/teams

 

 

     

Merging of sales opportunities

 

 

     

Import of documents

 

 

     

Add a default value

 

 

     

Import of users

 

 

     

Default values for opportunities/products/ activities

 

 

     

Clean activities

 

 

     

Virtual fields with scripting

 

 

     

Conditional rows processing

 

 

     

Save failed records to CSV

 

 

     

SQL Cache

 

 

 

   

Advanced queries for duplicates checking

 

 

 

 

 

Running as Windows service

In order to run IMPORTIT as a Windows service, you have to purchase SERVICEIT

 

Source

ASCII (CSV)

         

MS Excel, MS Access

 

 

     

Ready-to-sync-method

 

 

     

SQL (only for ACT 2007 and higher)

 

 

 

   

 

Database formats

MySQL

 

 

 

 

 

ODBC

 

 

 

 

 

Paradox

 

 

 

 

 

 
*1 only if CRMADDON TABLE|IT is installed

By Upgrading ImportIT 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.



Click here to tip a friend about this page!
© CRMADDON   -   TYPO3Telefon: 08282 - 800400   -   E-Mail: info@crmaddon.com

Your One-Stop CRM Solutions -

More Productivity, less Products

Import external data in ACT!

Deutsch
English
Français
Español

You are here:  Products > ACT! > ImportIT > Comparison