Product Family: Act!
Version: v21.1 and above
As of Act! v21.1, we have introduced a new Act! Migration Wizard which has been designed to help new customers import their data from other database programs. The wizard is very cutomisable allowing you to create personalised migrations using any custom fields you might have, and you can control where this data will map to in Act!. Your external data is secured behind a firewall during the process of moving it to your new Act! system.
The Act! Migration Wizard is available when using Act! locally on on-premises (via the Act! Connect Link) and when using Act! in the Cloud (no additional setup required).
NOTE: For more information on setting up the Act! Connect Link, please see the article below:
Below is a list of sources that can be imported using the new wizard.
Key Migration sources:
- Microsoft Dynamics CRM
- Zoho CRM
- Act! 365
NOTE: Act! desktop migration (i.e. migrating from an existing Act! database) is planned to be added at a later date.
The new Act! Migration Wizard also allows you to map to far more entities than previously available. For example, you can now import data directly into the Opportunity section, even if you are using a .CSV file.
The following entity mapping is available:
As mentioned, it is also possible to map to custom fields within these entities.
NOTE: Specific videos on each data migration option are available in the video training library. You can find this library here:
How do I use the Act! Migration Wizard?
Answer ID How do I use the Act! Migration Wizard?