Over the last 12 months we have had a great deal of interest from Sage ACT! users in transferring to OpenCRM. We thought it might be useful to look at some of the questions that ACT! users have raised and the outcomes....

Data transfer

Can I transfer my contact data from ACT! into OpenCRM ?

Exporting Contact/Company information, from ACT! into OpenCRM is straight forward. The mechanisms already exist within ACT! to allow the export of data fields, and OpenCRM has an import tool that allows for this data to be imported. One difference is that we hold Contacts and Companies as separate entities, however, this does not stop the import from being easy to manage, including linking the relevant Contacts from within ACT! to their appropriate Companies.

Can I transfer historic activity from ACT! into OpenCRM? 

If you wish to import historic activities from ACT! to OpenCRM, this can be achieved by using a third party data manipulation tool. We offer a service to convert the data from ACT! into a generic format that can be imported into OpenCRM. This service is charged on an hourly basis. Projects that exceed 10 hours can be quoted at a fixed rate for the project charge.

Can you do this for me as part of the project?

Yes, we can carry out the data extraction on your systems, or just manage the import if you are able to extract the data yourself. However you need us to work, we can assist. This work is charged on an hourly/daily basis, depending on the complexity of the project and your requirements.

Can I use Document Templates from within ACT!?

If you are using Word document templates, the text can generally be taken out of these ACT! specific templates and either placed on your local computers as a Word Template OR can be created within OpenCRM with the associated merge variables.

Can I use email templates that I have used with ACT!

Yes, the basis of most email templates is HTML and the email templates associated with OpenCRM are no different. 

As always with these types of questions, the 'devil is in the detail' so why not give us a call  to discuss your project.