Enhancements included in OAK!Merge 18.1.1 Supports the new ACT v18: PRO, PREMIUM, and Web versions and Act! Essentials Cloud version First OAK!Merge version to support Importing and Exporting to the Act! Essentials cloud version including the Contacts and completed activities. Add new contacts, Delete, or update info in existing contacts. Add completed activities to existing contacts. Export all the contacts or completed activities. Delete History and Notes entries. Allows deleting specific history or notes entries (rows in the table) by specifying their ID numberYou export the notes or history to find the ones you want to delete and use their IDs to specify which ones you want deleted It does respect the limit to contacts in the OAKMERGE_EXPORT group. User Interface (UI) enhancements such as extending the size of the transformation drop down so all choices display without scrolling. OAK!Merge will now install without Act! installed locally to support Act!… read more →

OAK!MERGE 17.2.2 for ACT! was released 9/22/15 Release Notes Summary OAK!Merge 17.2.2 is out and has one bug fix This release fixes a bug in History and Notes Exports if “RFT to TEXT” transformation is used. In OAK!Merge 17.1.2 and 17.2.0 the “RFT to TEXT” transformation is skipping data in some rows. Some plain text details do not get transformed. This resulted in a few contacts that had some plain text only info in the History details field, may have had some history details data not exported to the exported CSV. This was fixed in 17.2.2. Download the full 180 page manual or the 1 page Version Roadmap as a PDF for more information, tips, and screen shots. Users with OAK!Merge 17 can download and update their v17 installs at no charge. No re-registration is required. Users with earlier versions will need to purchase an upgrade to version 17. More… read more →

OAK!MERGE 17.2.0 for ACT! was released 7/12/15 Release Notes Summary OAK!Merge 17.2 is out and has some new features including the following: Supports ACT 17.2 release as a free update to OAK!Merge 17 users. Any user running ACT 17.2 will this OAK!Merge 17.2 update or later. Added support to import files to the Documents TAB. You can now add attachments that are listed on the documents tab. These are attachments, not shortcuts or links. Added 3 Change Mode buttons on the “Selecting Import Source and Merge Destination” screen to “Copy Up”, “Copy Down”, and “Swap”. Added new History Types/Results to supported list. Support for ACT to ACT merges of History, Notes, and Activities Add environmental info to About page including a Sequential build number. Announced support for Access 2013 and Excel 2013 as import sources. It has been working in the past versions. Updated the Salesforce data migration kit (SFDMK)… read more →

Enhancements included in OAK!Merge 17.1.2 XML format is supported for both imports and exports. Imports must be a simple data set. An XML file for use as a source may have more than one table, but only one may be selected to be use during a merge. This is similar to picking which table or query to use in an ACCESS database or which worksheet in an Excel workbook. The XML format is an XML table. Filtered Exports now limit the export to the info linked to contacts in a group called OAKMerge_Export Previously, OAK!Merge exported all rows of of the table. Now it will check for a fixed condition; a “flag”; set to limit the information exported. If a group named OAK!Merge_export exists, then only the info for contacts that are members of that group are exported. If the history table is exported, then only the history for the… read more →

Enhancements included in OAK!Merge 17.1.1 Supports the new ACT v17: PRO, PREMIUM, and Web versions Export the Group Names linked to contacts and opportunities. This adds a new field to the contact and opportunity table exports called __Groups__ This new field contains the comma delimited names of the all the groups each contact or opportunity is a member of. Both Static and Dynamic group memberships are included. Allows a double-click to open file dialog box or select the mapping to use Import data directly from remote web sites. v17 Supports WEB URL as a path to a source file. Source files can now be on a website. A an example is https://www.oakmerge.com/downloads/Contacts_10.csv ( note: path is case-sensitive) Supports constants as a matching field. This is useful if you have several matching criteria, but not all are columns in the source data. Upgrade or, download the full manual at OAKMerge.com for… read more →

OAK!MERGE 16.1.1 and SalesForce Data Migration Kit 16.1.1 for ACT! 16 (2014) was released today Enhancements included in OAK!Merge 16.1.1 Added “Number of rows to skip” to the run options. This allows you to not start at the first record. See image below Support for UNC paths to Source or Target files. In addition to mapped drives such as X:\data\source.xlxs you can now use a UNC path such as\\SERVER48\Data\Contacts_10.csv Improvements to the used interface (UI) such as the size and placement of the back buttons; unmap all button added new wording on the Execution Options page for Mapping and Profiles. Changed the SAVE as button to Edit/Save ASAdded new button “Create” for mapping and profiles Improvements to ignore GUID formatting in fields. GUIDS are now handled as text. If you are matching or linking using GUIDs be careful about the case. Excel will display as all CAPS; but pass it… read more →

OAK!MERGE 16.1.0 and SalesForce Data Migration Kit 16.1.0 for  ACT! 16 (2014)  was released today Enhancements included in OAK!Merge 16.1 Supports ACT V16 (2014) Imports multiple Products to multiple Opportunities in one import New Filters on the Mapping screen to limit the rows displayed Swapped source and target panels on screen1: source is now on top Swapped source and target on Mapping on Screen 2 to be: Left to Right Removed Checkboxes for LINKING fields on Mapping screen New look:  Refreshed the product look/skin/naming/ with updated buttons: Increased size of slider on scroll bar for mapping During the EXPORT of Activities, OM now exports Scheduled FOR instead of Scheduled By Improved results panel wording of counts Improved Timer: now shows seconds to more than 24 hours,  as needed Passwords in Profiles are now encrypted with 256 bit encryption Upgrade or, download the full manual at OAKMerge.com Users with earlier versions… read more →

OAK!MERGE 15.5.2  for ACT! was released today Key update: Fixed a bug in opportunities area  to avoid a fatal error when updating or exporting opportunities. See previous posts for other Version 15 updates Users with earlier versions will need to purchase a version 15 license. Users with Version 15.0 or later can install 15.5.2 over the existing installation without having to reactivate. download current and previous versions of OAK!Merge at https://www.oakmerge.com Note the fatal error was at the RUN screen:

OAK!MERGE 15.5.1 and SalesForce Data Migration Kit 15.5.1.0 for Sage ACT! was released today 1 Fixed bug in custom table export to include links to Contact and Company 2. Revised and  improved wording on progress page: step 1,2.3.4… 3.  Use CTRL F to find columns in the Mapping page See previous posts for other Version 15 updates Users with earlier versions will need to purchase a version 15 license. Users with Version 15.0 or later can install 15.5 over the existing installation without having to reactivate. download current and previous versions of OAK!Merge at www.oakmerge.com

OAK!MERGE 15.4.0 and SalesForce Data Migration Kit 15.4.0 for Sage ACT! was released today 1. Added last execute date from unattended merges to update standard user interface (UI) 2. Fixed bug:  Match and Delete Opportunities 3. Fixed Bug:  Sales Process is now updatable 4. Fixed Bug:   Notes linked only to an Opportunity will now export 5. Updated email activation email to [email protected] See previous posts for other Version 15 updates Users with earlier versions will need to purchase a version 15 license. Users with Version 15.0 or later can install 15.4 over the existing installation without having to reactivate. download current and previous versions of OAK!Merge at www.oakmerge.com