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importing ACT! notes RRS feed

  • Question

  • Is it possible to import notes from an existing ACT! program to update my CRM online?
    • Moved by Xiaopeng Wu Tuesday, March 8, 2011 10:57 PM Forum consolidation (From:CRM Online)
    Friday, January 15, 2010 1:28 PM

Answers

All replies

  • Yes it is possible.

    Several options:

    1. Export Data from ACT using ACT Export tools and then import it into MSCRM via MSCRM Import tools

    There are a number of ACT Export tools:
    Check out this thread:
    http://community.act.com/sage/board/message?board.id=ACT&thread.id=13805&view=by_date_ascending&page=1

    There are also a number of MSCRM Import tools:
    -Import Data Wizard (free from Microsoft)
    -Data Migration Manager (free from Microsoft)
    -Scribe Software (3rd Party Tool)

    2. PinPoint Tools has a migration tool that is designed for ACT into MSCRM
    http://www.pinpointtools.com/getloaded-from-act!-to-crm.aspx
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    Friday, January 15, 2010 6:02 PM
    Moderator
  • Hi Frank, onprocess

    There is one more product you might like to consider.

    Inaport from InaPlex (I am from InaPlex) is a full function CRM integration product for mid-market CRM systems. It supports Dynamics, SageCRM, Sage SalesLogx, ACT!, and GoldMine, and provides:
    * powerful data transformation capabilities
    * sophisticated matching, to prevent duplicates or allow proper updates of existing account/contacts
    * a wide range of other management, logging, and error handling functions

    Inaport has been used for a couple of hundred migrations from ACT! to SageCRM or SalesLogix. For notes, you may not be aware that ACT! notes are RTF formatted, which does not play well with Dynamics. We can show you how to fix this. We also provide professional services, from an hour of training through to a turnkey migration.

    Check out our web site (http://www.inaplex.com) or contact 'info at inaplex dot com' for more information.

    We also have a blog post discussing Inaport versus Scribe:
    http://blog.inaplex.com/

    Regards

    David Evans
    Inaport - CRM Integration
    http://www.inaplex.com
    Inaport - CRM Integration
    Saturday, January 16, 2010 8:05 PM