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migrate Act 6.0 data to Outlook 2007

Posted on 2010-11-11
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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?
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Question by:johnmolenaar
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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.
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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.
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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.
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by:Mike Lazarus
Mike Lazarus earned 83 total points
ID: 34129813
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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.  

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Expert Comment

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