OAK!Merge Basic is a data import and update utility that provides field-by-field Merging of Data into Sage ACT! It's unlimited uses include Conversions, updates, mass deletes, and clean up of databases. Update sales info in Sage ACT! with mainframe data matching on customer number, Update sales territory matching on zip code, import trade show or web leads, or update lead status from Remote Reps
• Add, Update, Skip, or Delete records from these "updateable" tables: Contact or Company. Match on one or more fields, if updating is desired
• Read data from Delimited fields: CSV or TAB
• Use with unlimited number of Sage ACT! Databases
• Updates ONLY the Sage ACT! fields you specify. All other Sage ACT! data remains unchanged.
• Allows constants or transformations to be done as part of mapping the data
• Adds Contacts to be members of static groups
• Provides "mapping" to define which field(s) to update and which field to match on; maps can be saved & reused later. Profiles include mappings
Industries:
Utilities, Banks & Credit Unions, Insurance, Electronics & Computers, Software Consulting & Development, Industrial Equipment, Supply, &, Service, Foundations, Religious Related Organizations, Accounting, Legal, & Consulting, Advertising & Promotion, Higher Education & Training, Property Management, Real Estate Brokerage, Real Estate Listing & Title Services, Printing & Publishing
Business Needs:
Budgeting, Contact Management, Data Storage/Warehousing, Forecasting, HelpDesk/Support, Pricing, Queries/Quotes/Reports, Sales Order Entry, Data Cleansing, Data Mapping, Data Migration, Import/Export, Integration/Synchronization, Pricing
