Data Conversion

Examples of successful conversions:

• Microsoft CRM to ACT!
• Bill Good Gorilla Marketing to ACT!
• Goldmine to ACT!
• Lotus Notes data bases to ACT!
• Generic Microsoft SQL Server tables to ACT!
• Generic Microsoft Access to ACT!
• ACT! to generic Microsoft SQL Server
• ACT! to generic Microsoft Access
• Older versions of ACT to ACT SQL versions
• Quickbooks to ACT

We can handle all major ACT! record types:

• Contacts
• Groups
• Companies
• Activities
• Histories
• Notes
• Secondary Contacts
• Opportunities
• Attached files/emails
• Custom fields and tables

Goldmine Conversions

What we convert:

• Contacts
• Custom Fields
• Activities
• All Histories
• Completed E-mails
• Linked documents – we provide a URL linking back to the original file location.

SQL or dBase – Our software works with both versions of GoldMine data.

What does not move:

• Filters
• Projects
• InfoCenter
• Automated Processes
• Referrals
• Groups
• Record Alerts.

Our tool is a service. Every database will be different so we do a preliminary analysis and then give a quote.

Salesforce Conversions

With CSV files we can get the following out of SF into ACT!:

• Accounts -> Companies
• Contacts -> Contacts
• Leads -> Contacts (with ID/Status = ‘Lead’)
• Notes to Notes (Contact and Account)
• Closed Tasks (Activites) to History (Contact and Account)
• Open tasks to Activities (Calendar) in ACT!
• Opportunities to Opportunities (at least as a Total opportunity
  price). If they have Line Items in their Opportunities we
  can get them as Opportunity/Products.

If this is a corporate account, we also can get attachments.

Our tool is a service. Every database will be different so we do a preliminary analysis and then give a quote.