IMPORT|IT supports your data import in Act!
Optimize data import in Act! with IMPORT|IT
Address data, leads, notes, histories and opportunities are genuine added value for customer acquisition and customer retention. Most often this data is strewn in various formats and files. These raw sets of data are only then real added value when they are used in a CRM-system. Manually updating data uses an extensive amount of time. Mistakes happen quite quickly. This is harmful to the company should sensitive customer data be corrupted. Data transfers with IMPORT|IT are safer and faster. The import-software for the CRM-system Act! support the company in data transfer and optimizes the quality of the data.
This is how IMPORT|IT works
IMPORT|IT expands Act!'s possibilities with helpful data transfer and management functions. These allow for data from external files and programms to be imported to the CRM-software. The user can set certain criteria for the import. Thanks to this duplicates and useless data is expelled before the data transfer is performed. Regular synchronization can be scheduled with SERVICE|IT. After a one-time setup the add-on works automomously. Besides the import-function IMPORT|IT offers other valuable qualities. The user profits from field mapping functions, free duplicate criteria and integrated data analysis. Companies can be created and linked during the data transfer. The imported contact data can be sorted into dynamic and static groups. Activities can be created for imported companies and contacts in Act!.
Supported formats
The add-on is compatible with all commonly used formats and the data can be imported from various databases such as MySQL, MS Access and MS-SQL. IMPORT|IT also works with the most important file formats e.g. CSV, TXT, MDB and XML. Not only common file formats and databases are supported by the add-on. Smaller and less familiar formats can be used for import. Thanks to constant updates for the data management and data transfer tool is always actualized. IMPORT|IT works as an important interface between Act! and other software-systems.
IMPORT|IT für Act! highlights
- Supported formats: txt, csv, xls, mdb, ACT!, ODBC, Paradox, MYSQL and SQL
- Optimized import supports Act! synchronization
- Freely definable criteria for imported data
- Duplicate identification because of selectable attributes
- Faster import thanks to SQL-cache: only the data differnces between imports is transferred
- Data transfer of histories, notes and activities to contacts, groups, companies, opportunities
- User defined tables with freely definable criteria to find the related master data records
- Create and link companies during contact import
- Categorizing imported contacts thanks to dynamic or static
- group assignment
- Schedule activities for imported contacts and companies
Optimize your data transfer with IMPORT|IT
IMPORT|IT is one of the most useful tools for Act!. It has many advantageous qualities in the data management domain and supports all commonly used data formats. Contact and communication data can be imported with this add-on. Incomplete data is found based on user defined criteria and sorted out. Data assumption and data management is significantly simplified and work more effectively. Every company can equate time with money and no company can give either away for free. The automatization functions of the add-on SERVICE|IT allows companies to concentrate on more important matters. Investing in IMPORT|IT definately pays itself off quickly and is advantageous for every company that works with Act! CRM-software.
Raw data that is to be imported often exists in various data formats or is deposited in diverse data bases. IMPORT|IT is open to many formats. Depending on the edition you can choose between various options. With IMPORT|IT you can move any data type in Act! such as contacts, companies, groups, opportunities, histories, notes and users.
Thanks to IMPORT|IT and SERVICE|IT working so seamlessly together you save time and work more effectively. Create individual schemes for your data export and let SERVICE|IT run the procedure automatically. IMPORT|IT reduces the work in the company and makes working with a CRM-system more efficient.
IMPORT|IT editions
We offer our add-on in the following editions: BASIC, STANDARD, ADVANCED und PROFESSIONAL. Please see the functions table below to view the exact functional differences.
Functional differences between the IMPORT|IT editions
| Functions | BASIC | STANDARD | ADVANCED | PROFESSIONAL |
|---|---|---|---|---|
| Contacts | ||||
| Secondary contacts | ||||
| companies | ||||
| Add documents zu companies (PDF, doc, xls...) | ||||
| Add documents to contacts (PDF, doc, xls...) | ||||
| Create companies and link contacts to companies during import/update of contacts | ||||
| Link contacts to groups during import/ update of contacts | ||||
| User defined tables (Act! 10.02 or higher) | * | * | * | * |
| Runs as a windows service | ** | ** | ** | ** |
| Add notes, histories and activities | - | |||
| Groups | - | |||
| Histories | - | |||
| Notes | - | |||
| Opportunities | - | - | ||
| Activities | - | - | ||
| Merge opportunities | - | - | ||
| Document import | - | - | ||
| Add a default value | - | - | ||
| Assign contacts/ companies to users/ teams | - | - | ||
| User import | - | - | ||
| Virtual columns | - | - | ||
| Sources | ||||
| ASCII (CSV) | ||||
| MS Excel | - | - | ||
| XML | - | - | ||
| Ready-to-sync-Methode | - | - | ||
| Navision | - | - | ||
| Database formats | ||||
| Act! | - | - | ||
| MS Access | - | - | ||
| MySQL | - | - | - | |
| FoxPro | - | - | - | |
| Firebird | - | - | - | |
| Oracle | - | - | - | |
| ODBC | - | - | - | |
| Paradox | - | - | - | |
| MS-SQL | - | - | - | |
* only when CRMADDON TABLE|IT is in use
** SERVICE|IT is required
You can upgrade to a higher edition at any time. When upgrading from one version to a higher version (e.g. BASIC to ADVANCED), the previously bought version is credited, we do however charge 15% upgrade fee. Please contact us in this matter.
Online help and FAQ's
Data sheet and information
Updates for Act! add-ons
Add-ons for Act! are registered once at the time of installation for the existing version of Act!. As long as you stay with this Act! version the updates for the add-ons are free of charge. We support only the lasted two Act! Versions. Should you choose to switch to a different Act! version please see the following matrix for re-licensing prices of the add-ons. You only pay the percentage of the current sales price.
| From Act! Version toAct! Version |
Act! v14 and before |
Act! v15 | Act! v16 | Act! v17 | Act! v18 | Act! v19 |
|
Act! v18 |
90 % | 60 % | 45 % | 30 % | ||
|
Act! v19 |
90 % | 75 % | 60 % | 45 % | 30 % | |
|
Act! v20 |
90 % | 90 % | 75 % | 60 % | 45% | 30% |
- Within 60 days: free upgrade after initial purchase of the next Act! version.
- Within 90 days: 15 % of current list price for upgrade after initial purchase of an Act! version. (e.g. Act! v18 to Act! v19)
When upgrading from an add-on edition to a higher edition (e.g. from Basic to Advanced), the previously bought version is credited, we do however charge 15% upgrade fee. Please contact us for more information.
Example for update price
Example:
Currently you have 5 add-on licences for Act! v17 .
Now you install the Act! v20 update.
The already engaged add-on is not compatible with the new Act! version. You now have to purchase an update of that add-on for all licences.
The price per update licence for the add-on is 60% of the graduated price for 5 licences.
| Delivery | Delivery as download |
|---|---|
| System requirements | Act! v19 and higher |
| Software type | Modul of DATA|SUITE Version 3.6.1.19 |
For a special offer please contact us.
