chris massey
asked on
exporting from Act!
I am migrating away from Act! after years of frustration, but I find that the export function within the program is not great as relates to my ability to "carry along" my document attachments to contacts, histories, opportunities, and the like.
Is there a software program that will allow me to export these documents, hopefully whilst still attached/linked to the original item (contact, opportunity, history, etc.)
Many thanks in advance!
Is there a software program that will allow me to export these documents, hopefully whilst still attached/linked to the original item (contact, opportunity, history, etc.)
Many thanks in advance!
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All methods for export the data is linked from accessing the backend to using an addon
Here is a comprehensive chart of what can and can't be exported from Act! and the formats that are supported.
To migrate to other databases, such as Salesforce:
ACT 5/6 to SFDC
If you are migrating data out of ACT! versions 5 and/or 6 . This document covers extraction tools and best practices you need to know about ACT!.
ACT! 5/6 to Salesforce CRM Mapping
Best practices, tips and Data Mapping between ACT! versions 5 and/or 6 and Salesforce CRM.
Here are instructions on how to migrate a database to ZohoCRM.