New User: Need Help Exporting from ACT!2006

[powermelissa]

Hello, All! I've recently purchased the SugarCRM software for my new company and I am trying to export about 300 contacts from ACT! 2006 with no luck. Does anyone have any recommendations?

[sacramentojoe]

Hello, All! I've recently purchased the SugarCRM software for my new company and I am trying to export about 300 contacts from ACT! 2006 with no luck. Does anyone have any recommendations?

Not sure if it's the same for this version but here you go.
ACT Export

Open the ACT! database that contains the contacts you want to export. If you do not want to export the entire database, perform a lookup of the contacts that you want to export.


Choose the File menu, point to Data Exchange and click Export. The Export Wizard appears.
In the File type list box, choose Text - Delimited.


Click the Browse button next to Filename and Location. The Save As dialog box appears.


Type a file name in the File Name box and change the Save as Type to Text - Delimited (*.csv). Click Save. Click Next.


Click Contact records only, and then click the Options button. The Export Options dialog box appears.In the Select Field Separator group box, check Comma. In the Do You Want to Export Field Names? group box, check Yes, export field names. Click OK.


Click Next. Select which contact records you want to export.


Current Record exports only the currently selected record


Current Lookup exports only the current lookup


All Records exports all records in the database. Click Next.


Change the field export order or remove fields from the export as desired. Click Finish to begin the export

You know, if you log into sugar and go to contacts and then import and select ACT as the database / file type, it'll give you directions.

[eaho]

Unfortunately, there is no 'simple way'.

http://www.sugarforge.org/docman/?group_id=57 has a word document with instructions. You can also download actImporter, read the forums, etc.

Please make sure to check that all address fields, phone extensions, salutation, etc are transfered correctly. I had to modify the quries in actImporter to accomplish my goals.

best of luck.

[nestoru]

Any luck exporting to sugarcrm:
PRODUCT
PIVKLIST
OPPORTUNITY
GROUP
tables ???


Could you paste here your modified queries for ACT!2006? I have ACT 2005 Premium which is alike and I have modified some queries from the ACTImporter however for notes and history I think I am missing some data. If you post your quesries maybe I would be able to compare with mines. Specially insert_tasks I do not have a clue about which table to use from the exported ones.

Thanks in advance,
Nestor

[eaho]

I wish I could be of more help. I am still in the process of figuring the transfer myself.

My specific issue is that I have multiple ACT! databases going into one SugarCRM instance. The ACT! databases use to sync. Now, ACT! locks up anytime that's tried. So I have to deal with seperate, yet highly redundant data. Only yesterday did I finally discover a way to integrate all the data in EXPORTER.mdb based upon last update.

I am concentrating on filling the 'contacts', 'accounts_contacts', 'accounts', and 'notes' tables for Sugar.

The ActImporter provide the following query for insert_tasks

INSERT INTO tasks ( id, date_entered, date_modified, assigned_user_id, modified_user_id, created_by, name, status, date_due_flag, date_due, time_due, date_start_flag, date_start, time_start, parent_type, parent_id, contact_id, priority, description, deleted )
SELECT ADB.X_ADBJOIN, ADB.[Create Timestamp], ADB.[Edit Timestamp], user_ids.user_id, user_ids.user_id, user_ids.user_id, ADB.X_NOTE254, ADB.[Record Status], "on" AS Expr1, 0 AS Expr7, 0 AS Expr8, "on" AS Expr2, 0 AS Expr9, 0 AS Expr10, "Accounts" AS Expr3, IIf([account_id]=Null,311,[account_id]) AS Expr4, accounts_contacts.contact_id, "Low" AS Expr6, ADB.Regarding, 0 AS Expr5
FROM ((CDB LEFT JOIN ADB ON CDB.X_CDBJOIN = ADB.X_CDBJOIN) INNER JOIN user_ids ON CDB.[Record Manager] = user_ids.user) LEFT JOIN accounts_contacts ON CDB.X_CDBJOIN = accounts_contacts.contact_id
WHERE (((ADB.X_TYPE)="Tasks"));

Which inserts absolutely nothing in my instances. But it does show me they are trying to grab information from the ADB table using the "WHERE ADB.X_TYPE='Tasks'". By taking out the WHERE clause, I am able to import all the 'Call', 'To-Do', and 'Meeting'.

I do use the following queries. The first one UPDATES the CDB. The reason being that the ActImporter doesn't pull contacts unless they have a last name. The other reason being you can't search Sugar for 'NULL' in last name. The second query will group together all contacts that are not associated with a company.

1
UPDATE CDB SET [Last Name] = 'No Name'
WHERE [Last Name] IS NULL;

2
UPDATE CDB SET Company = 'ANAC Actually Not A Company'
WHERE Company IS NULL;

I hope I've helped some. I will try to help more as I learn more myself.

[jreinb7777]

Hello, All! I've recently purchased the SugarCRM software for my new company and I am trying to export about 300 contacts from ACT! 2006 with no luck. Does anyone have any recommendations?

Hi Everyone: I went through all this also a few monthes ago. Got it all set, but really had to dig into the ACT! exporter database to see how it all works.. Be sure to follow the directions and understand the queries. If someone is interested, I have the full version of the Exporter for Act!, and for a small fee could help with the process, at least with the conversion from ACT! to the initial database. You can reach me at jonreinbold comast.net
thanks..

Good luck everyone moving from one of the incumbants to a more OPEN view!

Jon

[eaho]

I've been digging into the ACT!->Sugar for a couple of weeks now (without ever having used or heard of a CRM before I started). I have successfully filled the tables 'contacts', 'accounts', 'accounts_contacts', and 'notes' tables in the Sugar MySQL database.

However, I have one task left that is troublesome. Within ACT!, there is a tab 'Activities' to the right of the tab 'Notes/History'. This tab is used for 'calls', 'to-do', and 'meetings'. I have not had much success tranfering this data into Sugar. I assume, when done correctly, it will appear in sugar under the 'Activities' section above 'History' when I'm viewing an Account or specific Contact. Any help on this issue would be greatly appreciated.

Once I have successfully completed the ACT!->SugarCRM transfers, I will be fully documenting the decisions/instructions I used. I will be happy to share that with the world of SugarCRM when it's completed.

[eaho]

i ran the MySQL query

UPDATE tasks
SET status='Not Started'

Now it makes all those activities neatly visible just as they were in ACT!.

[eaho]

have completed the transfer of multiple ACTs into a single instance of Sugar. I have a zip file containing

* document describing tables and queries
* the modified manual provided
* basic mapping scheme in an excel sheet
* the EXPORTER with all tables and queries I needed for my purposes.

I am willing to email this to anyone that wishes. You can reach me at eaho@ @kennedyinfo.com

[smueller72]

Regarding the ACTImporter - am I missing something or is the query used to import accounts inherently flawed in that it will not insert accunts that have a the same name but a different address due to only including Organization in the SELECT DISTINCT clause? Maybe I'm missing something or forgetting SQL SYNTAX 101?

SELECT DISTINCT Now() AS date_entered, Now() AS date_modified, [user_ids].[user_id], [user_ids].[user_id], [user_ids].[user_id], [CDB].[Organization] AS name, Null AS parent_id, Null AS account_type, Null AS industry, Null AS annual_revenue, Null AS phone_fax, Null AS billing_address_street, Null AS billing_address_city, Null AS billing_address_state, Null AS billing_address_postalcode, Null AS billing_address_country, Null AS description, Null AS rating, Null AS Phone, Null AS [Alt Phone], Null AS X_SEMAIL, Null AS email2, Null AS website, Null AS ownership, Null AS employees, Null AS sic_code, Null AS ticker_symbol, Null AS shipping_address_street, Null AS shipping_address_city, Null AS shipping_address_state, Null AS shipping_address_postalcode, Null AS shipping_address_country, 0 AS deleted
FROM CDB INNER JOIN user_ids ON [CDB].[Record Manager]=[user_ids].[user]
WHERE ((([CDB].[Organization]) Is Not Null));

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