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Bronze Super Contributor
Posts: 153
Registered: ‎04-08-2009

Importing From ACT!

The current import Wizard does not contain templates for importing from ACT! versions past version 5.   There is a feature request referenced in the Knowledge Base for templates past version 5.   Will this request be fulfilled at some point?

 

Dan

Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Importing From ACT!

Most of us use InaPort to do ACT imports.
--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Bronze Elite Contributor
Posts: 402
Registered: ‎07-13-2009

Re: Importing From ACT!

Inaport's the only way to go. Especially if you have the Sage Migrator maps for ACT. Makes life much easier

 

Mike Boysen - Blytheco

www.blytheco.com | www.blythecodev.com | bMobile
Highlighted
New Member
Posts: 3
Registered: ‎08-28-2009

Re: Importing From ACT!

Thanks RJ, Mike

 

For other readers - Inaport can be used to do a complete migration from ACT! to SalesLogix. Can be used to bring across:

* company and contact

* history and activities

* opportunities

* linked documents

* email

The provided maps can be completely customised to handle dirty data, custom fields, or more complex matching to reduce duplicates being brought across.

 

Restrictions: cannot do recurring activities or ACT groups.

 

Can also be used to do equivalent migrations for GoldMine to SalesLogix.

 

More information from http://www.inaplex.com, or contact me direct on 'david at inaplex dot com'

 

Regards


David Evans

Inaport - CRM Integration

http://www.inaplex.com