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Online Doc
Support
Features Roadmap
OAKMERGE Screen Shot 2
Download Ver 10
Online-Ordering

OAK!Merge Version 10
for ACT! 2008 and ACT! 2007

Field-by-Field merge of data into ACT!

  • Update any of ACT!'s "updateable" Contact, Group, Company, History or Notes, Opportunities, and Activity Fields from input file. Match on one or more fields.  
  • BASIC and Standard version support TEXT/ASCII input files. May be comma-separated values ("CSV" from Excel, etc.) OR tab-delimited.  Advanced version accepts   ACCESS MDB or EXCEL XLS
  • Updates ONLY the ACT! fields you specify. All other ACT! data remains unchanged
  • Adds Contacts to static groups
  • Provides "mapping" to define which field(s) to update and which field to match on; maps can be saved & reused later
  • Allows saving Source files and Target files as profiles
  • Set preferences to control whether or not ACT! data is updated when a match occurs and whether or not to add a new ACT! Contact or Group record when no match occurs
  • Log file documents the merge specifications and which records were changed or added.
  • Use the simple OAK!Merge! Wizard to set up and test the merge specifications
  • Unlimited uses: Update sales $ with mainframe data matching on customer number, Update sales territory matching on account number, salesperson, zip code, etc...
OAK!Merge 10 Features Roadmap for Versions: There are 4 versions of OAK!Merge.   3 versions are released : Basic, Standard and Advanced. You can purchase at any level and upgrade to any level.  See the Feature Roadmap for details. 
        Basic version includes merges to Contacts, Companies,   $149
        Standard version merges to notes and history, and adding contacts to static Groups: $299
        Advanced Version includes unattended batch mode; import activity, product, and opportunity tables,  and other source files: ACCESS, EXCEL: $399
        (Future Pro version includes ACT custom tables and other source files OLE DB. This version is under development)

OAK!Merge 10 works with ACT 9 and 10, but not ACT 11.   OAK!Merge 11 will be out soon. OAK!Merge 11 supports ACT 10 and ACT 11. 

Download a trial copy ( Current released version is 10.3.5)      or Order Online