OAK!Merge Import Export Utility

OAK!Merge Training Videos for act! import/export utility called OAK!Merge.  More info at www.oakmerge.com

OAK!Merge can Import, Export, or Update Data in ACT! 

 Use with ACT databases to import or update data for applications such as importing sales info into ACT! with mainframe data matching on customer number, update sales territory matching on zip codes, import trade show, or web leads, data migration or cleanup projects, etc.

 Add, Update, Skip or Delete records from any of ACT!'s "updateable" tables: Contact, Group, Company, Product, custom tables, Uses, or Opportunity. Match on one or more fields, if updating is desired. Field by Field control.   Append data to Notes, History, and Secondary Contacts. 

 Export all the records with linking names and GUIDs for Contacts, Companies, Groups, Opportunities, History, Notes, Activities, Products, users and custom tables.

 Automatically migrate all key data from Salesforce. 

Run automatically via a scheduler