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.