How to Import Act Database to an Act Vertical Database

Using the Import Act Database Feature

Congratulations on the purchase of an Act Vertical Database customized for your industry. To get started if you have an existing Act database you will need to import it to the Act Vertical Database. Below are some guidelines to using the import Act database feature and the import must be performed using the Act for Windows program as the import Act database feature is not currently available in the cloud product.

Importing a single user database that hasn’t been customized is a relatively simple process, similar to importing a text file. Importing a multi-user database or if your existing database has been customized is a more complex process. Below are four scenarios with general guidelines for the import of your existing database (source database) to an Act Vertical Database (target or destination database).

How to Import an Act DatabaseOPTION 1: Single User With No Customizations – From the Act Vertical Database go to the File Menu and select Import, the Import Wizard displays. On the Specify Source dialog select Act! Database, click the Browse Button to select your existing database and enter your log on information. Import the Record Types (Company, Contact, Group, Opportunity) where you have created records and since your database has not been customized you will not need to map your fields – they will automatically map. For your Merge Options for each Record Type Replace with Source or Merge if existing match to clean up any duplicates and if there isn’t an existing match select Add. Be sure to select the checkboxes of Include attachments if you had attached files and Include others users public activities if you were scheduling activities. For more information, please review the knowledgebase article How To Import Contact Data From an Existing ACT! Database Into Another ACT! Database.

OPTION 2: Single User With Customizations – If your existing database has customized fields that are not in the Act Vertical Database you will need to create the fields in order to retain the data. For more information, please review the knowledgebase article How To Manage Fields in ACT!. Once you have added the fields to the Act Vertical Database, import your data by following the knowledgebase article in Option 1.

OPTION 3: Multi-User No Customizations – If you have a multi-user database you will want to move the users to retain Record Manager information to the Act Vertical Database. For more information, please review the knowledgebase article How to Import a Multi-User Database and Retain the Record Manager in ACT!.

OPTION 4: Multi-User With Customizations – First create the custom fields in the Act Vertical Database by following the knowledgebase article in Option 2. Next create the users in the Act Vertical Database by following the knowledgebase article in Option 3. Then import in your data to the Act Vertical Database.

For more tips and information to use the Import Act Database Feature see the knowledgebase article Best Practices for Import and Exporting Data from One ACT! Database to Another ACT! Database.

If you would rather have Platinum CRM Consulting take on the task of importing your Act database (or other data sources) for you please contact us for an estimate. We have been importing Act Databases for over 15 years and will bring over your existing database to your new Act Vertical Database.

What can linking Act CRM and Accounting Software do for my business?

Linking Act CRM and Accounting Software Increases Productivity

Act! CRM software helps your business document and leverage information about your Leads, Prospects and Customers. By keeping this data in a standard format and in a central location, making it easy to share Contact information throughout your organization.

By using Act! CRM, Management, Administrative staff, Sales Representatives, the Service team, Accounting, and other departments would have access to this valuable Customer information. All team members can work together to improve customer service, relationships, and satisfaction with having this shared knowledge at their fingertips to increase sales, improve customer retention and ultimately offering a premium customer experience.

Where CRM software primarily focuses on increasing profits by increasing sales, accounting software functionality is about improving efficiencies and minimizing costs. It also allows for the sharing of standardized information throughout Accounting and Warehouse departments, efficiently capturing transactions, and the streamlining of your business processes.

Traditionally, the selection of Contact Management and Accounting systems have been driven by two different areas of the business – Sales and Marketing driving the Contact Management software decision, and Finance and Operations driving the Accounting software decision. This disparate approach typically leads to the creation of islands of common information.

CRM Software and Accounting Software LinksBut now, there are widely available tools to bring these systems together. Integrating Accounting and Act! CRM removes those data silos from the organizational teams and optimize operations across your business. It gives a complete view of the Customer, estimated incoming sales, and financial history. When a Prospect turns in to a Customer, a click of a button creates the Customer from the CRM software to a Customer in the Accounting software, eliminating double-data entry.

Integrating your Act! and Accounting provides to your Sales team the valuable financial information they need without actually opening the Accounting program. It improves efficiency, and the customer service experience. When your Customer calls to inquire on the status of an order, the Sales or Admin team would not need to log into a separate system to research, or delay the client experience by having to contact someone else in a different department. Your Act! Users would see order status, past invoices, payment history, credit limits, credit holds and so much more.

We have seen the benefits for many of our customers in linking Act CRM and Accounting software and work with several popular accounting products including QuickBooks, Sage 50 (formerly Peachtree Accounting and Sage 100 (formerly MAS 90 and MAS 200). Clicking the product links above will take you to more information on linking Act CRM with the specific Accounting software, if your business uses a different Accounting system – please send an email to renee@actplatinum.com, our Act! and Accounting expert.

Act Subscription – CRM Solutions Perfect for Your Business

Act Subscription CRM SuiteAct! is now offering a new subscription model as way of subscribing to Act! CRM for your business. While you can still purchase licenses (now called perpetual license ownership), now you have an option of Act Subscription for the Premium product as an alternate way to gain access to the Act! Premium software at a lower startup cost. Below lists the Act! Solutions to help you find the perfect one for your business and each solution includes Act! Emarketing Basic Account.

Act! Premium Perpetual is license ownership and now includes the 1st year of software updates and Act! Technical Support. Previously you had to participate in Act!’s Business Care Plans as a separate option with your license purchase – now these services are bundled together in the price of the license. Premium Perpetual licenses start at $600 per user with discounts on multi-user (5, 20, 50 & 100) level purchase. After the first year you will have the option to continue your maintenance and support for another year, Act Subscription at $300 per user with discounts on multi-user (5, 20, 50 & 100) level renewal. This Act! subscription renewal is similar to what was formerly known as Silver and Gold Business Care Annual Plans. If you opt to not renew your maintenance and support services you will still have access to your program with a perpetual license for the latest version released prior to your term expiration.

Act! Premium Subscription does not include license ownership but includes access to the software program with software updates and Act! Technical Support for the term of your subscription. Per User cost for the Act Subscription is $300 per year and will have multi-user (5, 20, 50 & 100) level discounts. Canceling your Act Subscription will discontinue your access to the program at the end of your subscription term.

Premium Cloud (formerly known as Act! Hosted) Act! handles the hosting for you at a newly reduced per user cost of $35 per month or $350 per year with multi-user (5, 20, 50 & 100) level discounts. With Act! Premium Cloud, you still own your data and have access to a copy of your database at any time. Plus, your Premium Cloud subscription gives you a direct line to Act! Technical Support. Best part? No setup, installs, or upgrades – they automatically take care of it.

Act! Pro is for individuals and teams of up to 10 users that do not need the additional security or scalability features of the Premium product. Act! Pro does not include software updates or Act! Technical Support, Pro customers have the ability of purchasing software upgrades with any new release and there is a 30 Day Act! Tech Support Package available for $40 per license on your account- must be on a supported version to purchase.

Act! Vertical Solutions are industry specific Act! Databases that work with the latest release of the Act! Premium Perpetual, Premium Subscription, Premium Cloud and Act! Pro solutions. Currently there are Act! Vertical Solutions for Residential Real Estate, Commercial Real Estate, Mortgage, Financial Professional and Insurance Professional with more being added.

Cloud Essentials is a simple, cost-effective way to help you get organized, stay connected, and look professional. At a monthly $10 per user cost it’s easy to get started, with no technical hoops to jump through, and no long-term commitment required. Bring your business into focus Cloud Essentials helps you easily consolidate and manage contacts, activities, notes, and history, and connect with prospects and customers in one organized place, accessible from anywhere.

Act v16 Premium and Act v16 Pro is Retiring September 30th 2016

Upgrade Pricing for Act v16 Premium (2014) and Act v16 Pro (2014) Customers Ends September 30th 2016

Upgrade Your Act v16 Premium or Act v16 ProAct v16 is reaching obsolescence which means it will stop being sold by Act! at the end of September and Act! Technical Support for Act v16 products will no longer be available at the end of November. Now is the time to upgrade your Act v16 Premium and Act v16 Pro to the latest version at significant savings. You will get the latest v18 version with cool new features and compatibility with the current technology Windows 10 and Office 2016. Don’t miss out – as an Act v16 owner you are eligible for loyalty/upgrade pricing on the latest version of Act! until the end of September.

ACT! PREMIUM UPGRADE OPTIONS FOR ACT! V16 CUSTOMERS

Act v18 Premium Loyalty Annual Subscription at $190 per user per year: this option does not include license ownership and is an annual subscription for use and includes software updates (v19) and Act! Technical Support for the term. There are additional discounts available on multi-user (5, 20, 50 & 100) level subscription purchase.

Act v18 Premium Loyalty 2 Year Subscription at $342 per user every 2 years: this option does not include license ownership and is a 2 year subscription for use and includes software updates (v19) and Act! Technical Support for the term. There are additional discounts available on multi-user (5, 20, 50 & 100) level subscription purchase.

Act v18 Premium Perpetual Upgrade at $380 per user: this option maintains your license ownership and includes the 1st year of software updates (v19) and Act! Technical Support. There are additional discounts available on multi-user (5, 20, 50 & 100) level purchase.

ACT! PRO UPGRADE OPTION FOR ACT! V16 CUSTOMERS

Act v18 Pro Upgrade at $179.99 per License: this option is for individuals and teams of up to 10 users that do not need the additional security or scalability features of the Premium product. This upgrade promo for v16 customers will include Act! v19 software upon release and last day to purchase is September 30th, 2016. Act! Pro does not include Act! Technical Support, if you need Act! Tech support a 30 Day Act! Technical Support Plan is available.

SAVE TODAY

To save you even more on your Act! upgrade we have a coupon for an additional discount on our eStore. Contact Us if you need a quote and be sure to place your order before the September 30th deadline.