Question: What types of data can I export from Act!?
Product Details:
Product Family: Act!
Product: Act! Pro, Act! Premium
Version: 2010 and later
Answer:
You can export data from your database to:
Other types of data you can export include:
Product Details:
Product Family: Act!
Product: Act! Pro, Act! Premium
Version: 2010 and later
Answer:
You can export data from your database to:
- An Act! database (of the same version)
- A delimited text (.TXT or .CSV) file
- Microsoft® Excel® (from list views only)
- Electronic business cards (vCards) for contacts
Other types of data you can export include:
- Opportunity product lists
- Drop-down list values
Data |
Export to | Comments |
||
|---|---|---|---|---|
Act! Premium |
Delimited text file |
Excel | ||
| Activities | Yes | No | No | |
| Activities - Custom | Yes | No | No | If the custom activity type exists in the destination database, the custom activities export. If the custom activity type does not exist in the destination database, it exports as a To Do. |
| Activity Series | Yes | No | No | Only the activities export; the series definition does not export. The exported activities are not linked to each other. |
| Attachments | Yes | No | No | Select the option in the Export Wizard to include attachments. |
| Companies | Yes | Yes | Yes | Company List View data can be exported to Excel. |
| Contact-Company Links | Yes | No | No | If you export the contact and the associated company at the same time, the link is retained. If you export them at different times, the link is not retained. |
| Contacts | Yes | Yes | Yes | Contact List View data can be exported to Excel. |
| Drop-down lists | No | Yes | No | See KB: . |
| Dynamic membership criteria | Yes | No | No | If the fields in the query exist in the destination database, the query is exported with the associated group and company record. If fields in the query do not exist in the destination database, the query is not exported. |
| Events | No | No | No | |
| Groups | Yes | Yes | Yes | Group List View data can be exported to Excel. |
| Histories | Yes | No | No | |
| Histories - Custom Clearing Types | Yes | No | No | If the custom clearing type exists in the destination database, it exports as is. If the custom type does not exist in the destination database, it exports as To-Do Done. |
| Invitations | No | No | No | Associated activities export as Accepted. |
| Notes | Yes | No | No | |
| Opportunities | Yes | No | Yes | Opportunity List View data can be exported to Excel. |
| Opportunity processes and stages | Yes | Yes | No | If the opportunity process and stage exist in the destination database, the process and stage exports. If the opportunity process and stage does not exist in the destination database, it exports as the first stage of the first listed process in the destination database. Opportunity stages can be exported to a delimited text file. |
| Priorities - Custom | Yes | No | No | |
| Product lists | Yes | Yes | No | Using the Export Wizard, you must select to export Opportunity records to export products. For exporting to delimited text files, see KB:. |
| Resources | No | No | No | |
| Secondary contacts | Yes | No | No | |
| Static group membership | Yes | No | No | If you export the contact and the associated group at the same time, the membership is retained. If you export them at different times, the membership is not retained. |
| Users | No | No | Yes | Contact List view data (Lookup: Users) can be exported to Excel. |
| Teams | No | No | No | |