Easily import data into ACT! by Sage 2007

• Merge data from an external input file into ACT! on a field-by-field level
• Map input fields to ACT! Contact, Company, or Group fields and only update these selected fields leaving other data intact
• The ASCII input file can be quote/comma separated values (.CSV), semicolon-delimited or tab-delimited format (both formats are supported by Microsoft Excel)
• Supports all ACT! field data types, including: character, number, phone, currency, email, URL, time, date, and more
• Create new fields in ACT! from MergeAdmin 2007 without having to start ACT!
• Step-by-step wizard interface requires no advanced technical skills
• Automatically back up your database before the import

Update existing contact records with new information

• Identify matches between records in the input file and the target ACT! database by matching on up to three fields that you choose
• You decide what action to take when there is a match, “no match,” or “multiple match” conditions
• New contact records are added when no match is found
• Combine multiple fields into one when importing (combine “Joe” and “Smith” into “Joe Smith”)

Match on up to three fields when updating existing records.

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Track and manage the new information

• Create a Group that includes new and added contacts from the most recent merge
• If ACT! field option to “generate history” is enabled, new data merged by MergeAdmin 2007 will create a history entry identifying field data has changed
• Creates an log for each merge identifying merge errors and status
• Save your settings in multiple map files and use them again