Export Notes from Act!
How to Export Notes from Act!
(Hint: You cannot do this within the native program)
In case you are looking go at it alone or with your I.T. contractor, 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 another CRM or an ERP. For instance, if you 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 can export the notes from Act! into a CSV format along with the unique IDs.
- Act! knowledgebase answer: "Can I export Act! notes to Excel?"
- Act! knowledgebase answer: "What can I export from Act! ?"
For current Act! users, here are a couple ideas.
If you are trying to get more than what the standard reports provide while you want to remain in Act!, we recommend and implement Keystroke Dash . Then, you can export on the notes, history or opportunity tables and add additional fields to the reports standard Act! doesn’t provide.
Moreover, you can create dashboards, charts or lists with Keystroke Dash. Overall, we find it very easy to train people on this program and it offers extensive customization.
We also support Microsoft Power BI, where you can combine Act! with other data sources to gain additional insight into the business. As an illustration, check out our case study.
- Keystroke Dash is $150/PC.
- Power BI with Act! (Fees vary by project).
We offer alternatives to Act!, and we convert the data.
MondoCRM is platform agnostic, which means we aren’t tied to one CRM’s limits, and we can weigh a couple options.
- WiredContact (Easiest to convert from Act!).
- Zoho CRM
- Zoho Bigin
- Benchmark One
If your CRM or ERP isn't listed here, we can still help.
We offer the Act! database export service, so you can take the spreadsheets to your consultant so they can do the import. We have done this for companies in the US, UK and Israel moving to Salesforce, Hubspot, or other industry specific ERP or CRM system.
- Contact us to review your current situation and timeline.
- 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.
- Budget $700.00 (£565.00 + VAT) per database.
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.