EXPORT|IT exports quickly and easily all required data, even field definitions, from your current ACT! database into a *.csv file.
A wide range of detailed selection criteria is available for the extraction of the data. For frequently recurring exports it is possible to save the current settings as a template and reuse it accordingly.
EXPORT OF:
- Contacts, users companies, groups
- Group affiliations, secondary contacts
- Histories, notes, activities
- Sales opportunities, products, documents
- Unique IDs (linking of related records)
- Data structures
- User defined tables
SETTINGS
- Definition of records being exported
- Fields selection for export
- Dates range specification
- Text exporting with or without formatting
- Possibilities or automated or manual execution (automated execution is possible with CRMADDON Service|IT addon)
- Filter options
Industries:
Personal Goods & Services, Sporting Goods & Fitness, Toys, Hobbies, & Leisure, Investment, Securities, & Holding Companies, Insurance, Food & Beverage, Electronics & Computers, Software Consulting & Development, Hotels, Resorts, & Clubs, Accounting, Legal, & Consulting, Advertising & Promotion, Property Management, Real Estate Brokerage, Real Estate Listing & Title Services, Automotive
Business Needs:
Budgeting, Pricing, Queries/Quotes/Reports, Sales Order Entry, Records Management, Workflow