OAK!Merge!™ performs a field-by-field merge of an input file to an ACT!® database.   Using a quote-comma delimited, comma-separated values (CSV) file, or tab-delimited file as your input file or Excel or ACCESS database , you specify:

(1) one or more ACT! fields to match on
(2) which fields to update

You can update ACT! (Contact, Companies, GroupS, Activities, Opportunities, Products, History, or Notes) field(s) to update during the merge.   Different versions of OAK!Merge are available that include different features.   See the features roadmap for pricing, version and feature descriptions.  

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! updates only the specified field(s) in the selected ACT! database; all other ACT! fields remain unchanged.  If you update a field via OAK!Merge!, an ACT! History record is generated if that field’s History Record attribute is activated in ACT!. 

OAK!Merge! can also add Contact records to an ACT! group.   

Merge options include what to do when a match is found (update or skip the ACT! record), and what to do when a match is not found (add ACT! record or skip input record).