Question: can I use field mappings in any version of OAK!Merge? Answer: yes, field mappings are included in Basic and up versions. Note: In the Basic version you can save and use mappings. This is not the same as saving and using profiles. Mappings are only the field mappings. The profiles include the mappings AND the log-in/password, type of source and file name. Profiles are required for unattended automated merges. Profiles are not included in Basic. If you create and reuse field mappings you can import files repeatedly without having to redo the field mappings each time. The field order and field names need to stay the same.
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OAK!Merge Ver 11.1.4 released. It Supports ACT 9, 10, and 11. Bug and usability enhancements were included.
OAK!Merge 11.1 is out of beta and released. It supports ACT 10 and 11, Not ACT 9. A later upadte it planned for ACT 9 support to be included.
Q: How do I get the EXCEL Transfer option to function in ACT!PAK. It is missing…..??? What you need to transfer info such as the notes and history from ACT 6 to Excel is the transfer option. It is standard with ACT!PAK. It will look like this when turned on : A: If you don’t see Excel Transfer option, it is usually because of 1 of 2 issues. 1. You don’t have Excel installed on this PC 2. You did not select Excel as your spreadsheet when you installed ACT!PAK Troubleshooting: You can select Excel as your spreadsheet under the Preferences/ Spreadsheet Mapping Menu option See attached screen shot for an example . Another option is you could uninstall and reinstall ACT!PAK, selecting EXCEL as your spreadsheet program during the install.
A new Version of OAK!Merge is released today, the Advanced Version, is active in version 10.3.5 and later. OAK!Merge 10 Features Roadmap for Versions: There are 4 versions of OAK!Merge. 3 versions are released : Basic, Standard and Advanced. You can purchase at any level and upgrade to any level. See the Feature Roadmap for details. Basic version includes merges to Contacts, Companies, $149 Standard version merges to notes and history, and adding contacts to static Groups: $299 Advanced Version includes unattended batch mode; import activity, product, and opportunity tables, and other source files: ACCESS, EXCEL: $399 (Future Pro version includes ACT custom tables and other source files OLE DB. This version is under development) OAK!Merge 10 works with ACT 9 and 10, but not ACT 11. OAK!Merge 11 will be out soon. OAK!Merge 11 supports ACT 10 and ACT 11. The features in the all versions are listed in the… read more →
Q: How can I troubleshoot an error in ACT!PAK when I try to transfer notes and history from ACT 6 into Excel or ASCII text??? Error code from ACT!PAK is “ACTPAK encountered an ERROR Transfering records to Excel(20): Method ‘~’ of object ‘~” failed” A: Always backup your database before doing any mainteance or exporting. It is always good to do a test transfer of the data from the ACTdemo database to make sure that will work before repairing at your production database, If you can’t export the ACTDEMO database, you should verify check the version of Excel is 2000, 2002 or 2003 or reinstall ACT 6. It you can TRANSFER from the ACTDEMO database without error, then you need to work on your production database. When ACT!PAK was doing a TRANSFER to excel it probably ran into some ACT data it could not handle or some corrupted ACT indexes.… read more →
Q: Does OAK!Merge 10 or 9 work with ACT 2009 (ver 11)? A: No, you need to upgrade OAK!Merge to Match the version of ACT you are using If you install ACT! 11, OAK!Merge 10 will install and startup, but can not access the newer database structure/schema. You will get an error saying “Cannot open connection to a merge destination”
Q: When will OAK!Merge Advanced Version be out? A: The Advanced Version is being beta tested now. Version 10.3.4 is in beta since 4/1/08 and will go public as 10.3.5 in Sept/October The features in the Advacned version are listed in the product roadmap at http://www.oakpro.com/OakMerge10/Features_roadmap.htm They include merging Opporutnites, Activities; using Excel or Access as a source, and unattended operation.