Export Notes from Act! to Housecall Pro
How to Export Notes from Act! to Housecall Pro
(Hint: You cannot do this within the native program)
To export notes from Act! to Housecall Pro, you’ll need help. On your own, you can export some of the data, but not all the data out of Act!. For instance, the contact list view doesn’t export the unique IDs so notes, history, opportunities or the calendar won’t connect back to the correct contacts when you import them into Housecall Pro. If you follow the Act! Knowledge Base and employ a native tool such as the ACTREADER, SQL Studio or ODBC connection, these programs cannot strip out the RTF/HTML code formats as shown here. Our service exports the notes from Act! into a CSV format along with the unique IDs so the House Call Pro Data Transfer team can migrate the data for you.
- Act! knowledgebase answer: "Can I export Act! notes to Excel?"
- Act! knowledgebase answer: "What can I export from Act! ?"
Try us out at no charge.
To prove that our service works before you hire us, we’ll send you a 100 record sample set of your Act! database at no charge.
- Schedule a meeting to review your requirements.
- We'll guide you through the database backup process.
- We'll send you a link so you can securely upload the database to us.
- We'll send you a ZIP file with the contents and explain how the data lays out.
- Upon your approval, send us a final backup; then, we'll send you the data after the invoice is paid.
Who Puts The Data into Housecall Pro?
Once you have the CSV (Excel) files from us, you’ll work with the Housecall Pro Data Transfer Team to put the data into the system. Their team has previous experience taking the results from our export utility.
- Budget $700.00 per Act! database.
Export Act! Notes to Salesforce
Smoothly Export Notes Act! to Salesforce
for Advanced Enterprise CRM Capabilities
To export Act! notes to Salesforce eases the burden of transitioning between CRM systems. We built our practice on Act! and supported Act! since 1997, and we realize some clients will eventually change CRM systems. Since we’re product agnostic, we provide a service to export Act! notes to Salesforce.
Our Act! export notes to Salesforce service will prepare the Act! contacts, notes, histories, activities and opportunities so it can imported into Salesforce. Act!, by itself, won’t export the history or notes so it can be imported into other systems as cited by their knowledgebase. Once your data is ready for import, you can begin the process of setting up your Salesforce account. This will involve creating custom fields to match the data from Act! and setting up any necessary integrations with other tools your business uses.
Need a Salesforce Partner?
We'll hook you up.
Since we’re not certified in Salesforce, we can refer you with a Salesforce certified partner in the United States or United Kingdom if you don’t already have someone in mind. We recommend working with a certified Salesforce partner because it’s a meticulous process. Furthermore, Salesforce does not offer an “undo” option if a mistake was made on the import. You must delete those records assuming they are easy to find; then, start over.
No matter which CRM you choose after Act!, it’s important to train your team on how to use Salesforce effectively. This may involve setting up training sessions or providing access to online resources. You should also plan to have a support team in place to assist with any issues that may arise during the migration process.
In summary, when you migrate Act! to Salesforce, you will provide your business with advanced sales and marketing capabilities and access to powerful analytics, automated workflow and reporting features. By following a structured approach and properly preparing your data, you can ensure a smooth transition and start taking advantage of the benefits of Salesforce.
How We Work
- Give us a backup of your Act! database.
- We'll send you a sample set of 100 records from your database.
- If you like it, we'll finish the export.
- We'll email you a link to download the ZIP file for the rest of the data after the invoice is paid.
Our Fee:
- Budget $700.00 (£565.00 + VAT) per database.
Format Data from Act! to Zoho migration
This video reviews how to prepare the data before converting from Act! to Zoho. This video focuses tells you how to standardize the company names for contacts so Zoho sees multiple contacts at company as one account once they arrive in Zoho.
How to Determine Disk Space for an Act! Database
When migrating Act! to a hosting service like ours or another CRM system like WiredContact, disk storage fees are usually an extra fee. This video shows you where to find how much storage you use in the attachments folder.
Act! Pro License To Be Sunset on 9/15/2023
On September 15, 2023 you will no longer be able to purchase an Act! Pro license. It’s the end of an era. From April 1st, 1987 until September 15th, 2023, you could buy an Act! Pro license for a one-time price and install it locally. If your business process or technology stack didn’t change much, you can leverage it for 3+ years. The business software pricing landscape has changed. no matter the application.
With the advent of rapid changes by Microsoft and the web as a whole, desktop technology for a complex program like Act! is simply too expensive to develop and support with a one-time license. Other industry giants like Autodesk, Adobe and Sage have migrated desktop software to a subscription model as well. Quickbooks desktop offers a one-time fee, but they discontinue services like payroll or credit card processing to force those upgrades. Moreover, in 2024, Intuit has phased new licenses for Quickbooks desktop in favor of Quickbooks Online. Oh, don’t forget Microsoft as well with Office 365.
We have laid out some options here, but feel free to contact us to evaluate your unique situation.
Recommended for:
- Clients that want to remain on Act! for 3+ years.
- Clients that need software updates for Microsoft compatibility and new features of Act!.
- Clients that want to integrate with additional applications via Zapier or the Web API.
- Clients that don't want radical change of business process and invested heavily in custom programming or commercial addons.
- Clients that need web access to the database as well as full offline access to the database.
Changes Required:
- Act! will be billed on an annual basis.
- Upon cancellation of the subscription, the software will no longer access the database.
- No walk-away one-time license purchase is available.
For Act! Pro users, you can upgrade to Act! Premium CRM for $400/user/year (Year 1 promotional price subject to change by Act! corporate). Year 2+ , budget $450/user/year.
Recommended for:
- Clients that want to keep an Act!-like user interface without radical change for the sales reps.
- Clients that no longer want to deal with desktop support issues.
- Clients that want to automate more process.
- Clients that simply don't believe in paying a subscription and prefer a one-time fee.
Changes Required for Self-Hosting:
- Clients need to install a dedicated Windows server.
- Clients need either an in-house I.T. department or a MSP (Managed Service Provider) to maintain the server.
- An evaluation to make sure all the features you want will translate into WiredContact.
WiredContact Enterprise is available as a one-time purchase, a buy once+hosting fee model or a monthly subscription.
Recommended for:
- Clients that want to integrate CRM with their ecosystem of 40+ applications known as Zoho One.
- Clients that want to outsource CRM hardware and software management.
- Clients that want an affordable alternative to SalesForce.
- Clients that want to automate more processes.
- Clients that want a DIY approach to CRM customization and programming before hiring a consultancy like us.
- Workgroups less than 3 users who need a basic edition of Zoho CRM for free.
Changes required:
- An evaluation to make sure all the features you want will translate into Zoho since its a different approach to CRM vs. Act!.
- Budget a fee for conversion, database re-design and training on a new platform.
Recommended for:
- Clients that a basic CRM that's easy to customize without a consultant's fee.
- Clients that want to outsource CRM hardware and software management.
- Clients that want a contact centric approach, not an account-centric approach like Salesforce or Zoho CRM.
Changes required:
- An evaluation to make sure all the features you want will translate into Zoho since its a different approach to CRM vs. Act!.
- Budget a fee for conversion, database re-design and training on a new platform.