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OAKMerge Advanced
OAK!Merge Advanced is a data import and update utility that provides field-by-field Merging of Data into Sage ACT! Adds, Updates, Skips, or Deletes records.  Advanced  version also adds  Opportunities  and Activities; plus  it reads Excel/ACCESS data.
Compatible With: Sage ACT!, Versions
Created by:

Advanced 399.00


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OAK!Merge Advanced is a data import and update utility that provides field-by-field Merging of Data into Sage ACT! It's unlimited uses include Conversions, updates,  mass deletes, and  clean up of databases.  Update sales info in Sage ACT! with mainframe data matching on customer number, Update sales territory matching on zip code, import trade show or web leads,  or update lead status from Remote Sales Reps

• Add, Update, Skip, or Delete records from  these "updateable" tables: Contact, Group, Company, Product,  or Opportunity.  Match on one or more fields,  if updating is desired
• Append data to Notes, History, Activities; while  linking them to Contacts, Companies, Oppoutunities or Groups. Link on the Name or a custom field: OAKMergeID
• Read data from CSV, TAB, Excel, Access, or ACT or external data like SQL linked to an Excel or ACCESS database
• Use with unlimited number of Sage ACT! Databases
• Updates ONLY the ACT! fields you specify. All other Sage ACT! data remains unchanged.  
• Allows constants or transformations to be done as part of mapping the data
• Adds Contacts to be members of static groups
• Provides "mapping" to define which field(s) to update and which field to match on; maps can be saved & reused later. Profiles include mappings
• Profiles also allow saving Source files, Target files, and logins;  as well as the mapping
• Run OAK!Merge from a scheduler in unattended batch mode
Product ID: OAKADV

Industries: Architecture & Engineering, Electrical, Plumbing, & HVAC, Banks & Credit Unions, Investment, Securities, & Holding Companies, Insurance, Healthcare Facility Management, Hospitals, Offices & Clinics of Healthcare Providers, Appliances & Electrical Equipment, Broadcasting & Communications, Electronics & Computers, Scientific & Research Equipment, Software Consulting & Development, Wood Products & Components, Non-Industry Specific

Business Needs: Budgeting, Contact Management, Budgeting, HelpDesk/Support, Pricing, Data Cleansing, Data Mapping, Data Migration, Import/Export, Campaign Management