ACT to Outlook Copy Wizard

Recent versions of ACT have a two way sync between Outlook and ACT. There is no mechanism for doing a one way copy. Occasionally, people only want to push contacts and calendars to Outlook and not have the Outlook data pushed back into ACT. This little tool is a simple one way push/copy of ACT contacts and calendar data into Outlook.

You have the option of sending all contacts or only those in a group. You can choose a broad date range for copying calendar data into Outlook. When copying data, you have two choices: Refresh/Copy and Delete. The Refresh/Copy will copy over data. If the data already exists, it will delete what is in Outlook and REFRESH the information. Since this copy is destructive, ACT contacts and calendar data in Outlook should not be updated. If it is updated, it will be replaced when the next copy occurs.

Contact fields that are copied into Outlook include the following: Contact name, address, city, state, zip, phones, email address. Notes and histories are not copied.

Calendar data includes meeting times and days. The meeting subject includes the name of the user. The details section includes any detail information plus the address, phone number and email of the contact associated with the activity. This enable smart dialing when using mobile phones.

Contacts created in Outlook are not touched. If the name exists in ACT and also in Outlook, a duplicate contact will be created. Calendar entries in Outlook are not touched. This tool is not meant to be a sync of data – meaning data refreshes to and from ACT and Outlook. This is meant to be a simple push of data into Outlook so calendar entries can be viewed by other departments and contacts and calendar information can be pushed to mobile devices such as cell or smart phones.

Act To Outlook Copy Screen Shot

Act To Outlook Copy Screen Shot

System Requirements: ACT! 2009 and higher

Price: $29.99

 

Check out the documentation here Act! to Outlook Copy Wizard documentation

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Patricia Egen Consulting – Developers of ACT Addons