Solved

migrate Act 6.0 data to Outlook 2007

Posted on 2010-11-11
8
390 Views
Last Modified: 2012-05-12
I  wish to know all the steps involved to migrate from Act 6.0 contact manager to Microsoft Outlook 2007.  How successful is this operation? Are there incompatibilities between the two databases that cannot be bridged? Does anyone have direct experience with this topic?
0
Comment
Question by:johnmolenaar
8 Comments
 
LVL 3

Expert Comment

by:eagle-22
ID: 34112745
This is difficult to do straight across, unless you have a program specifically made for this.
You can setup and Export certian fields, but you may have a difficult time with the notes.

What I had done in the past is to export the fields I needed, put them in an Excel file, then Import that into Outlook.
0
 

Author Comment

by:johnmolenaar
ID: 34114391
I have checked into the import function on Outlook 2007 and it is limited to import Act 2003 and Act 2004.  How different is version 2006 in format?  Parsing your conversion ideas,I might have to do this in several steps, the first being to import all the basic client fields and then the more specific areas such as alternative contacts, notes and  user fields. I have been using this soft ware since 1998 and cannot afford to lose the value of  this CRM information.
0
 
LVL 7

Assisted Solution

by:50cal
50cal earned 83 total points
ID: 34129323
Hi There,

Are you using Business Contact Manager in Outlook? If so take a look at the following Microsoft Article:
http://support.microsoft.com/kb/870930

If not then you can't export (Natively) notes/histories from Act 6, only contact fields, also if you are using the native e-mail field this won't be exported due to the way Act 6 worked. Take a look at the following Sage KB for details on exporting/importing the data:
http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=11573

50cal.
0
Windows Server 2016: All you need to know

Learn about Hyper-V features that increase functionality and usability of Microsoft Windows Server 2016. Also, throughout this eBook, you’ll find some basic PowerShell examples that will help you leverage the scripts in your environments!

 
LVL 30

Assisted Solution

by:Mike Lazarus
Mike Lazarus earned 83 total points
ID: 34129813
0
 

Accepted Solution

by:
EtherCat earned 84 total points
ID: 34461264
Super easy,  get DoubleLook by CompanionLink.

http://www.companionlink.com/downloads/

It gives you a 14 day trial, but, you only need it for one day, it syncs ACT to Outlook, even version 6.  

0
 
LVL 15

Expert Comment

by:riteheer
ID: 37693347
This question has been classified as abandoned and is closed as part of the Cleanup Program. See the recommendation for more details.
0

Featured Post

Gigs: Get Your Project Delivered by an Expert

Select from freelancers specializing in everything from database administration to programming, who have proven themselves as experts in their field. Hire the best, collaborate easily, pay securely and get projects done right.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Large Outlook files lead to various unwanted errors and corruption issues. Furthermore, large outlook files can also make Outlook take longer to start-up, search, navigate, and shut-down. So, In this article, i will discuss a method to make your Out…
Phishing attempts can come in all forms, shapes and sizes. No matter how familiar you think you are with them, always remember to take extra precaution when opening an email with attachments or links.
This tutorial gives a high-level tour of the interface of Marketo (a marketing automation tool to help businesses track and engage prospective customers and drive them to purchase). You will see the main areas including Marketing Activities, Design …
This video shows how to remove a single email address from the Outlook 2010 Auto Suggestion memory. NOTE: For Outlook 2016 and 2013 perform the exact same steps. Open a new email: Click the New email button in Outlook. Start typing the address: …

785 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question