Description

All functions of IMPORT|IT at a glance

• Optimization of data transfer
• Import into all Act! data types
• Avoidance of duplicates through individual criteria
• Categorization
• Linking of contacts and companies
• Improvement of data quality
• Supports many data formats
• Module of DATA SUITE

IMPORT|IT supports you in importing data into Act!

With the IMPORT|IT module of DATA|SUITE pro for Act! we provide you with a tool that allows you to import data from different sources into various formats. Importing from tables is also no longer a problem for you with IMPORT|IT.

IMPORT|IT imports all record types

Import data such as history, notes and activities. You have the possibility to assign these data to contacts, companies, groups, sales opportunities with freely definable criteria to find the corresponding master data record. IMPORT|IT supports txt, csv, xls, mdb, Act!, ODBC, Paradox, MYSQL and SQL formats. By simply mapping the fields to be imported from the source file to the Act! fields, the import is easy. The basic settings allow you to start a duplicate search or to easily search for duplicate or missing data using the null value and field processing settings. IMPORT|IT offers you the possibility of using a merge option, through which you can define the behavior when importing duplicates. The three possible situations (either duplicate found, duplicate not found, or duplicate found) allow you to set various settings such as ignore, do not import, create new record, overwrite existing record, overwrite empty fields, and keep existing data.

All functions of SERVICE|IT at a glance

• such as import and export
• time control
• database maintenance
• improved performance
• backup creation
• control
• Module of DATA SUITE

Automation of IMPORT|IT and FETCH|IT through SERVICE|IT

Save time by automating Act! data management functions such as data import. SERVICE|IT supports you in the planning and execution of these automation processes and their time control. The service runs unnoticed in the background as a Windows service, even when no user is logged on to the system.

Keep control

You can submit tasks to SERVICE|IT for automatic completion by the system. After completing a task, you will be informed about its completion via the integrated e-mail function. This way SERVICE|IT always keeps you up to date!

Functions of FETCH|IT at a glance

• Lead generation (prospect acquisition):
• Contact generation from online inquiries
• Automatic contact generation from emails
• Lead qualification (customer qualification):
• Automatic duplicate check
• Categorization of contacts
• Scheduling of follow-up activities
• Individual settings
• Saving of emails

FETCH|IT- module of DATA|SUITE

Requests that come through websites very often end up unused in a mailbox or are handled too late. However, every request should be paid attention to, because the request expresses interest in you or your product. You should not miss any of these opportunities. With FETCH|IT, these web inquiries can be entered directly into your Act! system. The inquiry emails are then automatically attached to the new or existing contact.