EXPORT|IT

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Product Description

EXPORT|IT for Act!

Export all data from Act! into *.csv files

EXPORTIT exports quickly and easily all required data, even field definitions, from your current Act! database into *.csv or *.xls files. A wide range of detailed selection criteria and filters is available for data extraction.

Export of

  • Contacts, users, companies, groups
  • Group affiliations, secondary contacts
  • Histories, notes, activities
  • Sales opportunities, products, documents
  • Unique IDs (linking of related records)
  • Created by a user fields
  • Data structures
  • User defined tables
  • Picklists

Settings

  • Precise definition of records to be exported
  • Selection of fields to be exported
  • Specification of date range
  • Conditional filters
  • Group filters
  • Export text with or without formatting
  • Automatic or manual execution (with CRMADDON SERVICE|IT)
  • Limitation of the output file to avoid overloading files

FREE TRIAL

EXPORT|IT add-on editions

We offer EXPORT|IT in the editions BASIC, STANDARD and PROFESSIONAL. Please view the function table below for details on content. A short overview of the main differences can be found in the following table:

Edition Short description
EXPORT|IT BASIC elementary data export
EXPORT|IT STANDARD export of communication data with elementary filter criteria and options
EXPORT|IT PROFESSIONAL export of extensive data with additional filter criteria and options
EXPORT|IT ULTIMATE export of extensive data with conditions and virtual fields

Functional differences between EXPORT|IT editions

Function BASIC STANDARD PROFESSIONAL ULTIMATE
Contacts + +
Users
Companies
Groups
Contacts from groups
Secondary contacts
Unique ID's (to link corresponding data sets)
Histories -
Notes -
Activities -
Oppertunities -
Products -
Documents -
Export of matching data (such as activities, histories, notes) to selected superior data sets (such as contacts, companies, groups, oppertunities) -
Simple filters -
Export with/ without RTF-formatting -
Excel export - -
RTF export for Excel - -
Data structures - -
User defined tables - -
Pick lists - -
Exact definition of exported data - -
Selection of exported fields - -
Filter for dates - -
Automatic ** or manual execution ** ** **  **
Conditions - - -  +
Virtual fields - - -  +

 

** with CRMADDON SERVICE|IT

CRMADDON Add-ons for Act! are registered once at the time of installation for the existing version of Act!. As long as you stay with this Act! version the updates for the add-ons are free of charge.

You can upgrade from one edition to a higher edition at any time. When you upgrade to a higher version (e.g. from BASIC to PROFESSIONAL), the value of the previously bought version is credited, we do however charge 15% upgrade fee. Please contact us for more information.

160.00 $160.00

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CRM Addon FACTORY
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Downloads

CRM Addon Factory

Vendor Contact Details
www.crmaddon.com
Email: sales@crmaddon.com
Phone: 208 56192-34

10-Day
Perpetual
Act v7 or Newer
Act! for Windows
Act! must be installed