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
OAK!MERGE 15.3.0 for Sage ACT! was released today, 10/22/12, It includes: Added Priority field as a mappable field to Activity table Updated SalesForce Data Migration Kit mappings and profiles Updated manual for SalesForce Data Migration Kit ver 15 Added shortcut to SalesForce Data Migration Kit to the Start menu in OAK!Merge program listing Added semi-automatic mode option to the SalesForce Data Migration Kit menu Added future activities attached to the Opportunities for SalesForce Data Migration Kit Fixed bug in updating per cent (%) in Opportunities Added new error code 254: for detecting when OAK!Merge needs to be upgraded to open an ACT! database. See previous post for other Version 15 updates Users with Version 15.0 or later can update to 15.3 for free and will not have to reactivate . Users with earlier versions will need to purchase a version 15 license. Users with Version 15.0 or later can install 15.3 over the… read more →
OAK!MERGE 15.2.0 for Sage ACT! was released today, 9 /23/12, It includes: 1. Bug Fix for allowing profiles and maps to be selected and not selected for use. See previous post for other Version 15 updates Users with Version 15.0 or 15.1 can update to 15.2 for free and will not have to reactivate . Users with earlier versions will need to purchase a version 15 license. Users with Version 15.0 or later can install 15.2 over the existing installation without having to reactivate. download current and previous versions of OAK!Merge at www.oakmerge.com
OAK!MERGE 15.1.0 for Sage ACT! was released today, it includes: 1. Manual updates for ACT! 2013 See previous post for other Version 15 updates Users with Version 15.0 can update to 15.1 for free. Users with earlier versions will need to purchase a version 15 license. Users with Version 15.0 or later can update to 15.1 over the existing installation without having to reactivate. download current and previous versions of OAK!Merge at www.oakmerge.com