Export IT

Benutzerhandbuch

Erstellt: Friday, April 16, 2010

CRMADDON Factory GmbH Am Bchle 12 86488 Breitenthal +49 (0) 8282 800 400 www.crmaddon.com marketing@crmaddon.com

Table of Contents
1 Welcome
Support Order

1
2 4

2 3 4 5 6 7

Installation
Installation without Internet

5
8

Licensing
Upgrade license

9
12

Licensing
Upgrade license

14
17

Order Configuration Application

Login Tabs - Parameters Contact data Options

19 20 22
23 24 25 26

8 9

Start the Export Application Export IT - Application

Create a scheme

27 28
29

10 Export Description
Export Contacts Export Groups Export Group Contacts Export Companies Export Opportunities Export Notes Export Histories Export Activities Export Products Export Users Export Data Structure Export Own Tables Export Secondary Contacts Export Documents Email-Export

31
32 36 39 42 45 48 51 54 57 60 62 64 66 69 70

11 IMPORTANT INFORMATION
Re-import Data

71
72

Index
A
ACT!6 22, 20

B
Buy now 4

D
Dokument-Export 69

E
Email-Export 70

O
Order 4

S
Support 2

W
Welcome 1

1 . Welcome

CRMADDON's Online Help

Welcome to the online help of CRMADDON

On the following pages you will find all information about the proper use of your addon. If you still have questions and / or do not find a function, please contact us via our ticket system www.crmaddon.com/support We are always willing to improve and adapt our manuals. Our motto: We develop according to your suggestions!

See also
Installation Licensing Licensing Order Configuration Application Start the Export Application Export IT - Application Export Description IMPORTANT INFORMATION

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Welcome . 2

Home > Welcome > Support

Support
CRMADDON Factory offers you several support and update options Note
Support can only be offered for the most recent version, and there is no guarantee for a successful solution. Our goal is to offer quick and helpful support. The more detailed your query is, the more specific we can analyze and process your request. Please note: support requests that do not include the information we have requested may take longer to answer or might not be answered at all. Free Knowledgebase The extensive knowledgebase is free of charge and should be the first thing to check if you have any questions. Upgrade and Updates More details can be found here. Test Period The support during the trial period of an addon is free of charge. This includes the extensive knowledgebase as well as our web based support ticket system. Our goal is to give you quick and helpful support. The more detailed your query is, the more specific we can analyze and process your request. Free Installation Support Within 60 days after purchase we offer 30 minutes (maximum) of free installation support. This includes the installation, configuration and integration of the individual software module on one(1!) already installed standard Windows PC. Additional expenses are not included, resulting from unforeseen circumstances (such as adaptation work or procurement of drivers, additional programs or similar, and configuration changes to workstations or servers, Data transfer from external systems). Free Support Support request with 72 hours response time (Monday to Friday) This support includes a request using the ticket system. Answers are displayed on the system in written form. There is no entitlement for a remote session from our side. The more detailed your query is, the more specific we can analyze and process your request. Please note: support requests that do not include the information we have requested may take longer to answer until we have received all necessary information. We require an active participation from your side, which means: questions from our side have to be immediately answered. Please only use the ticket system. We offer free support for the first installation of one of our addons on one computer. Paid Support Support request with a maximum of 48 hours response time (Monday to Friday). The more detailed your query is, the more specific we can analyze and process your request. This support includes a request using the ticket system. Answers are displayed on the system in written form. There is no entitlement for a remote session from our side. Please note that all requests not including the required information will be deferred until we receive all necessary details. We require an active participation from your side, which means that you will answer immediately to all questions from our side. If it is helpful to solve problems, we may decide to start a remote session from our side on your PC. For this we need your active cooperation. An appointment for the remote session can be made during normal business hours. Paid support is charged in advance. Support will be billed in 15-minute units. Get Support We are glad to make you a custom quote, please send your request to marketing@crmaddon.com Your support units will not be charged if CRMADDON classifies your support request as a bug of one of CMRADDON Factory addons.

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3 . Welcome

Buy support units now!

See also
Order

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Welcome . 4

Home > Welcome > Order

How to order
You can purchase the addon directly by clicking on the link below. Once we receive your payment, we will send you the license key. If you pay by credit card the key will be sent immediately after entering your credit card details. If your are in Germany or Austria you can also fax us your order. Our Fax number is +49 (0)8282 800 40 29 or +49 (0)89 454617-29 .

Dial IT (Tapi)

Dial IT (Skype)

Dial IT (Tapi & Skype)

We accept the following credit cards:

See also
Support

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5 . Installation

Home > Installation

Installation
You can download the setup of your addon here, but first you need to register on our website or login with your current login details on the 'My Account' page. www.crmaddon.com/downloads

ATTENTION
ACT! and all other ACT! dependent processes must be closed You can select whether to open or save the file. If you select 'Save' a ZIP file be saved on your computer. This ZIP - file can be saved on a removable disk (USB stick) and then you can install the addon on computers which do not have access to the internet.

Click on the file and then on 'Run'

Click on 'Yes' if you want to install the addon

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Installation . 6

On the following PopUps click on 'Next'

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7 . Installation

Click on 'Yes' if you want to download and install the addon

If the addon was installed completely you will see this PopUp

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Installation . 8

Home > Installation > Installation without Internet

Installation without Internet

ATTENTION PLEASE MAKE SURE THAT ON BOTH COMPUTERS THE SAME ACT! VERSIONS HAVE BEEN INSTALLED and that you have not installed any other addon of CRMADDON! If you want to install the addon on a computer without internet connection, at first you need to follow these steps:

1. download and save the addon on a computer which has internet access

2. extract the .exe and run it once on this computer If you do not have any other CRMADDON addon installed there will be new files created in the directory of the .exe

3. you need to copy the new created files on a USB or removable disk (depending on the addon there can be 4 .exe!) 1. General.exe 2. DevExpress.exe 3. CRMADDON's.exe 4. move the USB / removable disk to the PC where you want to install it 5. install each packet in the stated order: 1. General.exe 2. DevExpress.exe 3. CRMADDON's.exe 6. After you installed all packages the addon will run on your computer Please note to license the addon you need internet connection - without internet the registration is not possible

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9 . Licensing

Home > Licensing

Licensing
You can test each of our addons 14 days - totally free! The demo version has all the functions as the full version (except Import IT and Export IT). At the end of the trial period you will be noticed that the evaluation version will expire soon. If you do not buy the addon, you will not be able anymore to open the addon after the trial period.

To use the addon with the full functionality you need to register it with a valid license key. 1. 2. 3. 4. 5. Open the Configuration of your addon Click on the tap 'License' Enter the license key (serial number) you received via an email Click on 'Register' - you do not need to select Evaluation/NFR/USB/License Define the directory where you want to save the license

6. A PopUp shows up, there you need to click on 'Activate the product online'

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Licensing . 10

7. Enter the same license key as before and check if the details (name, company, email) are correct 8. Click on 'Next'

9. Click on 'Activate now'

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11 . Licensing

10. If the activation/registration was successfull the following PopUp shows up

11. If you restart the Configuration you will see the the path to the license file, the addon and the version of the addon

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Licensing . 12

Home > Licensing > Upgrade license

Upgrade License
You recognize on the email you receive if it is an upgrade. The email looks like this: Upgrade (activationkey) for 3 more licenses Import CRMADDON COUNTER Professional IT.NET CGFSX-8Fd95-u23cW-BtW8P-WPC5M-36A59 Shows you for how many licenses the upgrade is. Which addon and version is it for? This shows the new license key

If you want to add additional licenses or to upgrade your addon, go to 'Show License Info'.

The following window appears. There you need to click on 'Activation Key' and enter the activation key in the next window.

Afterwards you can see how many licenses you have and how many are still available.

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13 . Licensing

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Licensing . 14

Home > Licensing

Licensing
You can test each of our addons 14 days - totally free! The demo version has all the functions as the full version (except Import IT and Export IT). At the end of the trial period you will be noticed that the evaluation version will expire soon. If you do not buy the addon, you will not be able anymore to open the addon after the trial period.

To use the addon with the full functionality you need to register it with a valid license key. 1. 2. 3. 4. 5. Open the Configuration of your addon Click on the tap 'License' Enter the license key (serial number) you received via an email Click on 'Register' - you do not need to select Evaluation/NFR/USB/License Define the directory where you want to save the license

6. A PopUp shows up, there you need to click on 'Activate the product online'

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15 . Licensing

7. Enter the same license key as before and check if the details (name, company, email) are correct 8. Click on 'Next'

9. Click on 'Activate now'

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Licensing . 16

10. If the activation/registration was successfull the following PopUp shows up

11. If you restart the Configuration you will see the the path to the license file, the addon and the version of the addon

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17 . Licensing

Home > Licensing > Upgrade license

Upgrade License
You recognize on the email you receive if it is an upgrade. The email looks like this: Upgrade (activationkey) for 3 more licenses Import CRMADDON COUNTER Professional IT.NET CGFSX-8Fd95-u23cW-BtW8P-WPC5M-36A59 Shows you for how many licenses the upgrade is. Which addon and version is it for? This shows the new license key

If you want to add additional licenses or to upgrade your addon, go to 'Show License Info'.

The following window appears. There you need to click on 'Activation Key' and enter the activation key in the next window.

Afterwards you can see how many licenses you have and how many are still available.

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Licensing . 18

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19 . Order

Home > Order

Order
Buy the Addon by clicking on the following link. After having received your payment we will immediately send you the license key/s. If you pay by credit card the key will be sent to you as soon as have entered your credit card data.

We accept the following credit cards:

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Configuration . 20

Home > Configuration

Configuration

Information
Info Takes you to our website where you get all information regarding our Addon Export 6. Takes you to our support page. www.crmaddon.com/support. Here you can create a ticket Support under Export 6 and inform us about your problem. We will then help you as soon as possible. Changelog Get information about the latest 'News' on Export 6. Download Download the latest version of Export 6. Documentation Takes you to our online manual. Forum Have a look at our Knowledgebase.

Here the current version which you are using is displayed or 'Trial Version' if you have not yet obtained your license of the Addon. Click on this button to close configuration.

Registration

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21 . Configuration

Funktion

Beschreibung
With 'Shareware' you can use the Addon for 14 days without using any license. The option 'Local Dongle' is out of date and thus useless.

License your Addon under 'Software License'. Please enter in 'Code' the license number which you received from us. Under 'Deregistration' deactivate your license. Click on 'Registration' if you want to register your license. Click on this button to close configuration. .

See also
Welcome Installation Licensing Licensing Order Application Start the Export Application Export IT - Application Export Description IMPORTANT INFORMATION

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Application . 22

Home > Application

Application

See also
Welcome Installation Licensing Licensing Order Configuration Start the Export Application Export IT - Application Export Description IMPORTANT INFORMATION

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23 . Application

Home > Application > Login

Login

Select here the directory where your ACT! database is filed

.

Enter the user and the password. Log in by clicking on 'Login'.

See also
Tabs - Parameters Contact data Options

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Application . 24

Home > Application > Tabs - Parameters

Parameter

Directory of Export Files

Select here with a directory to file and save the export files (exported records) . Select the tables you wish to export.
(Contacts, Records,Activities, Offers, Email, Complete Information about Groups, Groups)

Clicking on this button will take you to Configuration of Export IT. If you wish to export your data, click on 'Export'. If you wish to close the window, click on 'Close'.

See also
Login Contact data Options

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25 . Application

Home > Application > Contact data

Contact data

Function

Description
Select here the fields you wish to export in Select from ...... to ...... . This is especially usefull when having created a lot of contact fields in ACT! for an export in parts, i.e. in two export files. After the input from ... to ... please click on entry. to update the

Here: Here only the fields as from 2nd Phone (here displayed fields) to Asst. Phone Ext. will be exported. Update/ Load your settings. Select here all the fields from the contact data table. Reset all the fields from the contact data table. To open the configuration of Export 6, please click on 'Configuration'. If you wish to export the data, please click on 'Export'. If you wish to close the window, please click on 'Close'.

See also
Login Tabs - Parameters Options

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Application . 26

Home > Application > Options

Options

Function

Description
Select here whether the notes of the contacts shall be exported with data and/or user information.

Select here the group if you wish to export only a designed group.

Select here the types of records to be displayed when exporting the data.

Reset here all types of records, i.e. none of these types will be displayed in the Export file. All types of records can be selected here at once, i.e. all these types will be displayed in the export file. Please click on 'Configuration' to open the configuration of Export 6. Click on 'Export' if you wish to export the files. Click on 'Close' if you wish to close the window.

See also
Login Tabs - Parameters Contact data

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27 . Start the Export Application

Home > Start the Export Application

Start the Export Application

Where is Export IT?
First you have to open Export IT in order to create a new scheme. There are two possibilities:

Click in the Menu Bar /Toolbar of your current ACT! version on or Extras -> crmaddon.com -> Export IT-> Export IT Application

See also
Welcome Installation Licensing Licensing Order Configuration Application Export IT - Application Export Description IMPORTANT INFORMATION

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Export IT - Application . 28

Home > Export IT - Application

Application

Activate the flag as shown in the above map. If the flag becomes red it has been activated and the window is brought to front. This Icon is supposed to help you to export your files unhurriedly as otherwise ACT! will be brought to front.

See alsp
Welcome Installation Licensing Licensing Order Configuration Application Start the Export Application Export Description IMPORTANT INFORMATION

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29 . Export IT - Application

Home > Export IT - Application > Create a scheme

Create a Scheme

Click on

to create a new scheme as well as the corresponding settings.

Subsequently this window will show up. Select the type of your new scheme and name it in 'Name'. (as in our example: KontakSchema_11022010) The here selected data type will be exported.

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Export IT - Application . 30

Types to be selected: Contacts, Group, Groups to Contacts, Company, Opportunities, Notes, History, Activities, Products, User, Data Format, User Defined Tables, Secondary Contacts

Clicke on to save the selected type and to return to the start page of the application. Save your scheme with the button . If you wish to cancel a scheme, click on .

If you wish to use an existing scheme, you can select it from the drop down list of your existing schemes.

See also

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31 . Export Description

Home > Export Description

Export Description
The following pages will give you instructions how to create and export a defined scheme.

Export Contacts

Export Groups

Export Group Contacts

Export Companies

Export Opportunities

Export Notes

Export Histories

Export Activities

Export Products

Export Users

Export Data Structure

Export Own Tables

Export Secondary Contacts

Export Documents

Email-Export

See also
Welcome Installation Licensing Licensing Order Configuration Application Start the Export Application Export IT - Application IMPORTANT INFORMATION

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Export Description . 32

Home > Export Description > Export Contacts

Export of Contacts
The following display shows how to export datasets of Contacts.

Step 1 - Create a scheme

Create a scheme of the type

Contacts.

Step 2 - Export Tabels

1.

Define here whether you wish to export all existing contacts or only those of a certain time range. Ex: only contacts created between May 28th 2009 and October 28th 2009 shall be exported. Furthermore define whether you want to export plain text or also formatting of the text. Activate "Check with IDs", if you want to import the contacts into another system and to allow to link them with additional information such as Histories, Activities... Define here the path where you want to save the output-file with the exported data.

2. 3. 4.

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33 . Export Description

Step 3 - Output Option

You can either safe all data in one single file or determine here that after a defined number of datasets a new file shall be created.

Step 4 - Filter
Define the datasets you want to export even more precisely. You can determine, e.g. that only the datasets of a defined user are to be exported.

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Export Description . 34

Step 5 - Option
Define here whether you want to export only contacts of the ongoing search / companies or contacts of a certain group. But you can also export all ACT! contacts or create a manual search. Furthermore you can define the contact fields you want to export. Going on 'Manual Search' will popup all ACT! contacts allowing you to select those you want to export.

Step 6 - Accomplish Export

To accomplish the export please return to the tab "Export Tables" and click on .

See also
Export Groups Export Group Contacts Export Companies Export Opportunities Export Notes Export Histories Export Activities Export Products Export Users

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35 . Export Description

Export Data Structure Export Own Tables Export Secondary Contacts Export Documents Email-Export

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Export Description . 36

Home > Export Description > Export Groups

Export of Groups
The below illustration shows you how to export datasets of groups.

Step 1 - Create a Scheme

Create a scheme of the type Group.

Step 2 - Export tables

1.

Define here whether you wish to export all existing groups or only those of a certain time range. Ex.:only groups created between May 28 2009 and October 28 2009 shall be exported. Furthermore define whether you want to export plain text or also formatting of the text. Activate "Check with IDs", if you want to import the groups into another system and to allow to link them with additional information such as Histories/ Activitites/ ..... Define the path where you want to save the output file with the exported data.

2. 3. 4. 5.

Step 3 - Output Option

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37 . Export Description

You can either save all data in one single file or determine here that after a defined number of datasets a new file shall be created.

Step 4 - Filter
Here you can define the datasets you want to export even more precisely. You can determine e.g., that only the datasets of a defined user are to be exported.

Step 5 - Option
Define here whether you want to export only the current group, all groups or manually selected groups.

Going on 'Manual Search' all ACT! groups will popup. You can then select the groups you want to export.

Also you can select the group fields that are to be exported.

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Export Description . 38

Step 6 -Accomplish Export

Return to the tab 'Tables to Export' to accomplish the export and then click on

Siehe auch
Export Contacts Export Group Contacts Export Companies Export Opportunities Export Notes Export Histories Export Activities Export Products Export Users Export Data Structure Export Own Tables Export Secondary Contacts Export Documents Email-Export

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39 . Export Description

Home > Export Description > Export Group Contacts

Export of Contacts of Groups

The below illustration shows you how to export group contacts.

Step 1 - Create a Sheme

Create a scheme of the type Groups to Contacts .

Step 2 - Export tables

1.

Define here whether all existing group contacts or only those of a certain time range shall be exported. Ex.: only group contacts created between May 28th 2009 and October 28th 2009 shall be exported. Furthermore define whether you want to export plain text or also formatting of the text. Activate "Check with IDs", if you want to import the group contacts into another system and to allow to link them with addition information such as Histories / Activities / ... Define the path where you wish to safe the output file with the exported data.

2. 3. 4.

5.

Step 3 - Output Option

You can either safe all data in one single file or determine that after a defined number of datasets a new file

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Export Description . 40

shall be created.

Step 4 - Filter
Here you can define the datasets to be exported even more precisely.
1. 2.

You can determine e.g. that only the group contacts of a certain user are to be exported. only groups with contacts shall be exported.

Step 5 - Option
Define here whether you wish to export only contacts from the current group, all groups or manually selected groups. Going on 'Manual Search' will popup all ACT! groups. You can then select the groups to be exported. Furthermore you can select the group fields to be exported.

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41 . Export Description

Step 6 - Accomplish Export

Return to the tap "Export tables" to accomplish the export and then click there on .

See also
Export Contacts Export Groups Export Companies Export Opportunities Export Notes Export Histories Export Activities Export Products Export Users Export Data Structure Export Own Tables Export Secondary Contacts Export Documents Email-Export

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Export Description . 42

Home > Export Description > Export Companies

Export of Companies
The following illustrations show you how to export companies.

Step 1 - Create a Scheme

Create a scheme of the type Company.

Step 2 - Export Tables

1.

Define here whether you wish to export all existing companies or only companies of a certain time range. Ex.: only companies created between May 28th 2009 and October 28th 2009 shall be exported. Furthermore define whether you want to export plain text or also formatting of the text. Activate "Check with IDs", if you want to import companies into another system and to allow to link them with additional information such as Histories / Activities / .... Define the path where you want to save the output file with the exported data.

2. 3. 4.

Step 3 - Output Option

You can either save all data in one single file or determine here that after a defined number of datasets a new

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43 . Export Description

file shall be created.

Step 4 - Filter
You can define the datasets to be exported even more precisely . Determine e .g. that only companies of a certain user shall be exported.

Step 5 - Option
Define her whether only the current company, all companies, the ongoing search or companies of the manual search shall be exported. Going on 'Manual Search' will popuo all ACT! companies. You can then select the companies to be exported. Furthermore you can select the company fields to be exported.

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Export Description . 44

Step 6 - Accomplish Export

Return to the tab "Export Tables" to accomplish the export and click there on .

Siehe auch
Export Contacts Export Groups Export Group Contacts Export Opportunities Export Notes Export Histories Export Activities Export Products Export Users Export Data Structure Export Own Tables Export Secondary Contacts Export Documents Email-Export

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45 . Export Description

Home > Export Description > Export Opportunities

Export of Opportunities
(for ACT! 2010/ ACT!12 there are extensions for export opportunities)) The following instructions show you how to export opportunities.

Step 1 - Create a Scheme

Create a scheme of the type Opportunities.

Step 2 - Export Tables

1.

Define here whether all existing opportunities or only those created in a certain period shall be exported. Ex: only opportunities created between May 28th 2009 and October 28th 2009 shall be exported. Furthermore define whether you want to export only plain text or also formatting of the text. Activate "Check with IDs", if you want to import opportunities into another system and to allow to link them with the different datasets. Define the path where you want to save the exported data. B

2. 3. 4.

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Export Description . 46

Step 3 - Output Option

You can either save all data in a single file or determine here that after a defined number of datasets a new file shall be created.

Step 4 - Filter
Define the datasets you want to export even more precisely. Determine e.g. that only opportunities
q q

of a certain user shall be exported

or those with a certain status

Step 5 - All Groups

Define here wether only the opportunities of certain groups shall be exported or those of all groups.

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47 . Export Description

Step 6 - Option
Define here whether you want to export only the selected opportunity or all opportunities. Activating the corresponding option allows you to export also the appropriate product. Furthermore you can select the requested opportunity fields to be exported. Please note that with ACT! 2010 you can also export the extended Opportunity fields.

Step 6 - Accomplish Export

Return to the tab 'Export tables' to accomplish the export and click there on .

Siehe auch
Export Contacts Export Groups Export Group Contacts Export Companies Export Notes Export Histories Export Activities Export Products Export Users Export Data Structure Export Own Tables Export Secondary Contacts Export Documents Email-Export

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Export Description . 48

Home > Export Description > Export Notes

Export of Notes
The following instructions show you how to export notes.

Step 1 - Create a Scheme

Create a scheme of the type Notes.

Step 2 - Export Tables

Define here whether all existing notes or only those of a certain time range shall be exported. Ex.: only notes created between May 28th 2009 and October 28th 2009 shall be exported.
1. 2. 3.

Furthermore define whether you want to export only plain text or also formatting of the text. Aktivate "Check with IDs", if you want to import Notes into another system and to allow to link the datasets with this note, e.g. if you wish to link this note with the corresponding contact. Define the path where you want to save the exported data.

Step 3 - Output Option

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49 . Export Description

You can either save all data in a single file or determine here that after a defined number of datasets a new file shall be created.

Step 4 - Filter
Define the datasets you want to export even more precisely.
1. 2.

Determine e.g. that only Notes of a certain user shall be exported. Furthermore you can define the type of Notes to be exported. Only Notes of groups, contacts or companies?

Step 5 - All Groups

Define here whether only Notes of certain groups shall be exported or those of all groups.

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Export Description . 50

Step 6 - Accomplish Export

Return to the tab 'Export Tables' to accomplish the export and click there on .

See also
Export Contacts Export Groups Export Group Contacts Export Companies Export Opportunities Export Histories Export Activities Export Products Export Users Export Data Structure Export Own Tables Export Secondary Contacts Export Documents Email-Export

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51 . Export Description

Home > Export Description > Export Histories

Export of Histories
The following instructions show you how to export Histories.

Step 1 - Create a Scheme

Create a scheme of the type History.

Steo 2 - Export Tables Define here whether you want to export all existing Histories or only those of a certain time range.
Ex.: only Histories created between May 28th 2009 and October 28th 2009 shall be exported. 1. 2. 3.

Furthermore define whether you want to export only plain text or also formatting of the text. Activate "Check with IDs", if you want to export Histories into another system and to allow to link the datasets with this history. Ex.: if you want to link the histories with the appropriate contact. Define the path where you want to save the output file with the exported data.

Step 3 - Output Option

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Export Description . 52

You can either save all data in a single file or determine here that after a defined number of datasets a new file shall be created.

Step 4 - Filter
Define the datasets you want to export even more precisely. Determine e.g. that
1. 2. 3.

only Histories of a certain type or only Histories of a certain user or only Histories of Groups and/or Companies and/or Contacts

shall be exported.

Step 5 - All Groups

Define here whether you want to export Histories only of certain groups or of all groups.

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53 . Export Description

Step 6 - Accomplish Export

Return to the tab 'Export tables' to accomplish the export and click there on

klicken.

Siehe auch
Export Contacts Export Groups Export Group Contacts Export Companies Export Opportunities Export Notes Export Activities Export Products Export Users Export Data Structure Export Own Tables Export Secondary Contacts Export Documents Email-Export

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Export Description . 54

Home > Export Description > Export Activities

Export of Activities
The following instructions show you how to export Activities.

Step 1 - Create a Scheme

Create a scheme of the type Activities.

Step 2 - Export Tables

Define here whether you want to export all existing Activities or only those of a certain time range. Ex.: only Activities created between May 28th 2009 and October 28th 2009 shall be exported.
1. 2.

Furthermore define whether you want to export only plain text or also formatting of the text. Activate "Check with IDs", if you want to import the Activities into another system and to allow to link the different datasets with these Activities. Ex.: You want to link the activity with the appropriate contact Define the path where you want to save the output file with the exported data

3.

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55 . Export Description

Step 3 - Output Option

You can either save all data in a single file or determine here that after a defined number of datasets a new file shall be created.

Step 4 - Filter
Define the datsets you want to export even more precisely. Determine e.g. that
1. 2.

only Activities of a certain type or only Activities of a certain user

shall be exported.

Step 5 - All Groups

Define here wether you want to export only Activities of certain groups or of all groups.

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Export Description . 56

Step 6 - Accomplish Export

Return to the tab 'Export tables' to accomplish the export and click there on .

See also
Export Contacts Export Groups Export Group Contacts Export Companies Export Opportunities Export Notes Export Histories Export Products Export Users Export Data Structure Export Own Tables Export Secondary Contacts Export Documents Email-Export

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57 . Export Description

Home > Export Description > Export Products

Export of Products
(for ACT! 2010/ ACT!12 there are extensions for export products)) The following instructions show you how to export Products.

Step 1 - Create a Scheme

Create a scheme of the type Products.

Step 2 - Export Tabels

1.

Define here whether you want to export all Products or only those of a certain time range. Ex.: only Products created between May 28th 2009 and October 28th 2009 shall be exported. Furthermore define whether you want to export only plain text or also formatting of the text. Activate "Check with IDs", if you want to export Products into another system and to allow to link the various datasets. Define the path where you want to save the output file with the exported data.

2. 3. 4.

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Step 3 - Output Option

You can either save all data in a single file or determine here that after a defined number of datasets a new file shall be created.

Step 4 - Filter Define the datasets you want to export even more precisely. Determine e.g. that only Products of a certain user shall be exported.

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Step 5 - Accomplish Export

Return to the tab 'Export tables' to accomplish the export and click there on .

See also
Export Contacts Export Groups Export Group Contacts Export Companies Export Opportunities Export Notes Export Histories Export Activities Export Users Export Data Structure Export Own Tables Export Secondary Contacts Export Documents Email-Export

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Home > Export Description > Export Users

Export of Users
The following instructions show you how to export Users.

Step 1 - Create a Scheme

Create a scheme of the type User.

Step 2 - Export Tables

Define here the path where you want to save the output file with the exported data.

Step 3 - Accomplish Export

Return to the tab 'Export Tables' to accomplish the export and click there on .

See also

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Export Contacts Export Groups Export Group Contacts Export Companies Export Opportunities Export Notes Export Histories Export Activities Export Products Export Data Structure Export Own Tables Export Secondary Contacts Export Documents Email-Export

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Home > Export Description > Export Data Structure

Export of Data Structure

The following instructions show you how to export the data structure.

Step 1 - Create a Scheme

Create a scheme of the type Data Structure.

Step 2 - Export Tables

Define the path where you want to save the output file with the exported data.

Step 3 - Accomplish Export

Return to the tab 'Export tables' to accomplish the export and click there on .

See also

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Export Contacts Export Groups Export Group Contacts Export Companies Export Opportunities Export Notes Export Histories Export Activities Export Products Export Users Export Own Tables Export Secondary Contacts Export Documents Email-Export

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Home > Export Description > Export Own Tables

Export of Own Tables

The following instructions show you how to export tables.

Step 1 - Create a Scheme

Create a scheme of the type User defined tables.

Step 2 - Export Tables

Define the path where you want to save the output file with the exported data.

Step 3 - Filter
Define the datasets you want to export even more precisely. Determine e.g. that only tables of a certain user shall be exported.

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Step 4 - Individual Tabels

Select here the table from which you want to export the table information.

Step 5 - Accomplish Export

Return to the tab 'Export tables' to accomplish the export and click there on .

Siehe auch
Export Contacts Export Groups Export Group Contacts Export Companies Export Opportunities Export Notes Export Histories Export Activities Export Products Export Users Export Data Structure Export Secondary Contacts Export Documents Email-Export

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Home > Export Description > Export Secondary Contacts

Export of Secondary Contacts

The following instructions show you how to export Secondary Contacts.

Step 1 - Create a Scheme

Create a scheme of the type Secondary Contacts .

Step 2 - Export tables

1.

Define here whether you want to export all existing secondary contacts or only secondary contacts of a certain period. H Ex.: only secondary contacts created between May 28th 2009 and October 28th 2009 shall be exported. Furthermore define whether you want to export only plain text or also formatting of the text. Activate "Check with IDs", if you import secondary contacts into another system and to allow to link the various datasets with the main contact. Define the path where you want to save the output file with the exported data.

2. 3. 4.

Step 3 - Output Option

You can either save all data in a single file or determine here that after a defined number of datasets a new file

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shall be created.

Step 4 - Filter
Define the datasets you wan tto export even more precisely. Determine e.g. that only datasets of a certain user shall be exported.

Step 5 - Option
Define here whether you want to export only secondary contacts of the ongoing search / company or contacts or contacts of a certain group. You can also export all ACT! contacts or create a manual search. Also you can define the contact fields you want to be exported. Going on 'Manual Search' will popuo all ACT! contacts. Select then such contacts you want to export.

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Step 6 - Accomplish Export

Return to the tab "Export tables" to accomplish the export and click there on .

Siehe auch
Export Contacts Export Groups Export Group Contacts Export Companies Export Opportunities Export Notes Export Histories Export Activities Export Products Export Users Export Data Structure Export Own Tables Export Documents Email-Export

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Home > Export Description > Export Documents

Export of Documents
If you want to export documents do so as explained below:
1.

Create a scheme of the type History

2.

Select on the tab 'Filter' the following history types: 1. Library document
2.

Attach document

3.

Start the export

See also
Export Contacts Export Groups Export Group Contacts Export Companies Export Opportunities Export Notes Export Histories Export Activities Export Products Export Users Export Data Structure Export Own Tables Export Secondary Contacts Email-Export

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Home > Export Description > Email-Export

Export of Emails
If you want to export emails, do so as described below:
1.

Create a scheme of the type History

2.

select on thab 'Filter' the following history types: 1. E-Mail automatically attached
2.

E-Mail enclosure

3.

Start the export

See also
Export Contacts Export Groups Export Group Contacts Export Companies Export Opportunities Export Notes Export Histories Export Activities Export Products Export Users Export Data Structure Export Own Tables Export Secondary Contacts Export Documents

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Home > IMPORTANT INFORMATION

Besondere Informationen

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Home > IMPORTANT INFORMATION > Re-import Data

Re-import of Data
Do you want to export first some data and to re-import it then into a database? Please observe the following before exporting the datasets:

An ID will be allocated to each contact in ACT! You are not able to call up this ID, however, it exists. All activities, histories, etc. allocated to the contact will have the same ID. This so-called ID is important for you if you want to import your data into a new database or a new program after export. If selecting 'Check with IDs' the IDs will also be saved in the file. During import the IDs will be imported as well and the affiliation of data will remain.

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