Import IT Advanced - add on for Act! 2011

Overview

Import IT Advanced for ACT! makes importing and managing contact lists in ACT! a breeze. While ACT! has long supported data imports from Microsoft Excel, its built-in utility leaves much to be desired. Import IT for ACT! allows greater flexibility and functionality in your data imports. Import IT is packed with tools and features to let you quickly and easily import everything directly into ACT!.

Key Features

Highlights

• Import existing .xls, .csv and .txt files into ACT!
• Import XLSX, MDB, as well as dropdowns and bulk created users
• Automatically update entries with the most current information
• More flexible duplicate checking
• View any and all data import errors in a Log File
• Verify that contact information is complete and valid prior to an import
• Add data without changing a source file
• Choose at the field level how the program will handle data
• Merge values from different fields in the Excel file when importing
• Handle more records in one run with superior memory handling
• Have multiple contacts with the same name? Create unique IDs for contacts in your ACT! database to make finding the right contact a snap
• Run as a Windows Service*
• Contacts, Companies, and Groups
• Create groups and companies while importing contacts
• Use any field to associate contacts with groups and companies
• Import and assign documents, pictures, and secondary contacts to contacts, companies, or groups
• Define the hierarchy
• History, Activities, Opportunities, and Notes
• Create history, activities, opportunities, and notes and associate with a contact, company, or group
• Add attachments and links to history, activities, opportunities, and notes
• Create and update opportunities from any accounting system
• Use a translation table for history type/priority/result, opportunity status/stage/process, and activity type/priority
• Import, update, and merge activities and opportunities
• Create products and import up to 20 per opportunity
• Keep Import It in the foreground, regardless of other programs you have running
• Run as a service with no need to log in
• Import data from a single field into several ACT! fields
• Import and merge both ASCII and Excel data into all ACT! tables
• Use the "Additional Columns" function to select a column from the import Excel list and enter the default value that the field should have
• Select the Record Manager while importing
• Number your contacts so you can export them via the standard ACT! Excel export tool and reimport them with Import IT
• Import IT for ACT! is the world's best tool for importing and merging data in ACT!. Start importing data the fast, easy, and accurate way with Import IT for ACT!
• *Import IT can run as a service with the additional Service IT module

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