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 | |||||
| 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) |
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| Multi-select fields | | |
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| 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) |
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| Groups |
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| Histories |
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| Notes |
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| Sales opportunities |
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| Activities |
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| Products |
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| Relations |
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| Create companies and link contacts to companies during the import/update of contacts |
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| Assignment of contacts to groups/companies during the import of contacts |
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| Assignment of contacts/companies to users/teams |
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| Merging of sales opportunities |
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| Import of documents |
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| Add a default value |
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| Import of users |
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| Default values for opportunities/products/ activities |
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| Clean activities |
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| Virtual fields with scripting |
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| Conditional rows processing |
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| Save failed records to CSV |
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| SQL Cache |
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| Advanced queries for duplicates checking |
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| Running as Windows service | In order to run IMPORTIT as a Windows service, you have to purchase SERVICEIT | ||||
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Source | |||||
| ASCII (CSV) | | | | | |
| MS Excel, MS Access |
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| Ready-to-sync-method |
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| SQL (only for ACT 2007 and higher) |
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Database formats | |||||
| MySQL |
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| ODBC |
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| Paradox |
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*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.