PRODUCT | OAK!Merge! Enterprise with SalesForce Data Migration Kit
SalesForce Data Migration Kit
Converting from SalesForce to ACT! just got a lot easier. The OAK!Merge SalesForce data migration kit includes all the SalesForce users, accounts, contacts, leads, tasks, activity history, opportunities, and attachments. All this in a load and go, one click utility: OAK!Merge Enterprise.
It is a simple three step process:
- Download and install the OAK!Merge Enterprise Edition with SalesForce Data Migration Kit.
- Unzip the contents of a full backup with attachments from SalesForce
- Click GO! to launch the SalesForce Data Migration Kit.
The standard versions of SalesForce for Contact, Group, Professional, and Enterprise work with the Migration kit. However not all versions of SalesForce have been mapped or tested. Special editions such as the Wealth Management or Not for profit editions of SalesForce have not been tested and will probably need adjustments to the standard field mappings supplied.
OAK!Merge Enterprise with SalesForce Data Migration kit:
- Uses a standard data backup ZIP from SalesForce containing over 40 files and all the attachments.
- Imports the Users from SalesForce and creates ACT! users, so the record managers in ACT! will match the Owners in SalesForce.
- Converts the Accounts in SalesForce to Companies in ACT!
- Converts the Contacts in SalesForce to Contacts in ACT! and links them to the Companies.
- Also converts the future tasks, activity history, opportunities, and attachments
- Includes all OAK!Merge Pro version features for use after the migration
What the SalesForce Data Migration kit brings in from SalesForce:
- SalesForce users
- activity history
Each migration kit includes 1 hour of telephone support for setup and conversion efforts. Custom conversion support is available from ACT! Consultants worldwide for an additional fee. The data migration kit does not import custom fields, hierarchies, reports, documents, cases, policies, or households. This type information can be imported by OAK!Merge Pro which is included. OAK!Merge Pro is an advanced powerful data import tool for technical users and consultants.
OAK!Merge features Roadmap for Versions:
There are 4 versions of OAK!Merge. Basic, Standard, Advanced and Pro. You can purchase at any level and upgrade to any level. See the Feature Roadmap for details.
- Basic version includes merges to Contacts, Companies, $149
- Standard version merges to notes and history, and adding contacts to static Groups: $299
- Advanced Version includes unattended batch mode; import activity, product, and opportunity tables, and other source files: ACCESS, EXCEL: $399
- Pro version includes ACT! custom tables and ACT! to ACT! merges. $499
OAK!Merge! supports an unlimited number of ACT! 10 and newer databases.
Other products by eTech Systems:
Import data into ACT!. Field-by-Field merge of ASCII data into ACT!. Update any of ACT!'s updateable Contact, Group, Activities, Email, History or Notes fields from ASCII input file. Match on one or more Contact or Group fields ASCII input file may be quote-comma delimited, comma-separated values (CSV from Excel, etc.) OR tab-delimited. Updates ONLY the ACT! fields you specify. Provides mapping to define which field(s) to update and which field to match on. Maps can be saved & reused later. FREE TRIAL
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- ACT! installed on the same PC, network workstation or network server Network access to the location of the ACT! database , with login ID/ password Sufficient hard disk space to store logs and exported files
ACT! 9 / 2007 and Newer
provided by E Tech Systems Inc.