Description

IMPORT|IT supports you in importing data into Act!

Importing external data into Act! is partially related to the Act! Standard functions are possible, but the range of functions often proved to be unsatisfactory, as many imports have to be processed manually and links have to be made manually. With the IMPORT|IT addon, a module of the DATA|SUITE, we provide you with a tool that enables import from very different sources and in various formats . It is child’s play to add or merge required data from tables , create new schemes and freely define activities and search criteria.

• Import of data such as histories, notes and activities
• Allocation to contacts, groups, companies and sales opportunitieswith freely definable criteria for finding the associated master data record
• Creating activities for imported contacts and companies
• Freely definable criteriafor the data to be imported
• Supported formats: txt, csv, xls, mdb, Act!, ODBC, Paradox, MYSQL and SQL

Avoid duplicates, compare, update and link data

Do you work in areas where records that you use in Act!, have to be changed or completed frequently? Then you will particularly appreciate the benefits of the IMPORT|IT software. This is not limited to the pure import of your data – depending on the selected edition, you can make routine work easier with additional intelligent features:

• Duplicate identificationthrough selectable attributes
• Company creation and linkingduring contact import
• Inheritance of company data to contacts
• Categorization of the imported contactsthrough dynamic or static group assignment

Duplicates , for example, are identified by selectable attributes , data records that have already been imported are compared with new versions. Contacts can be assigned to groups dynamically or statically. You can also create and link companies during the import. IMPORT|IT for Act! supports all common file formats such as CSV, TXT or XLS .

Clear and easy to use: schemes for your data management

To work with IMPORT|IT, use schemes that are clearly displayed after you open the relevant menu item. You have the option of creating new schemes, editing, copying or deleting schemes that have already been imported, starting actions and, if required, specifying the order of the files to be imported. Additional features are also available to you, in which you can specify the type of data import , make individual settings or determine the rules for the duplicate check. Due to the time-controlled execution with SERVICE|IT, you can easily import your data via an interface.

No more routine: five editions for every need

Which functions and features IMPORT|IT offers you in detail depends on the selected edition. Since it has proven to be useful to offer different variants for occasional use and for professional use, we are providing you with five editions.

• BASIC– the entry-level variant
• STANDARD– additional data formats and useful features
• ADVANCED– offers you additional import formats
• PROFESSIONAL– expanded to include import options from various database systems

In the Basic Edition, you can use all the basic functions of IMPORT|IT, such as importing primary and secondary contacts, linking and categorization options, and importing tables (in combination with TABLE|IT).

In the Standard Edition you can also import histories, notes and groups with the data records.

In the Advanced Edition, this is expanded to include the import of sales opportunities and activities , as well as documents . Standard values ​​and virtual columns can also be configured independently here. In addition to the ASCII (CSV) files that are available as sources in the Basic and Standard Edition, the Advanced Edition also supports ACT!, as well as MS Excel, MS Access and XML source files .

We also provide you with the professional edition of IMPORT|IT, which can read and import other sources.

Save time and work effectively

IMPORT|IT and SERVICE|IT work together to save you time and work more effectively. Create your individual schemes for the data import and have them executed automatically by SERVICE|IT . This saves you time and allows you to work more effectively. IMPORT|IT relieves the company of a lot of work and makes working in the CRM system more efficient for the users