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Knowledgebase : Help EN > Addons for Act! EN > DATA|SUITE for Act!

If you have a list of data which should be updated for your Act! contacts and have only email field there, you can with help of IMPORT|IT application create an import schema and update your Act! data. IMPORT|IT Basic [http://www.crmaddon.com/en/addons-en/...
If you export documents from one database and import to another one there are 3 ways of documents importing to ACT! Database. * If you have all your data (Contacts and Documents) in one file then you can import everything during Contacts import by map...
If additional troubleshooting is required it is necessary to enable debig logging in Data Suite addon. To enable it, please do the following: 1. In the top menu follow SETTINGS / DEFAULT SETTINGS 2. Then in the REPORTING section change Level of Loggin...
WHY SERVICE TASKS DO NOT START AUTOMATICALLY If your service tasks do not run automatically, probably this means that CRMAddon Import Service is set to run manually or disabled. To check these settings, please follow Start>Run and type a command SERVICE...
If you would like to import some default product you need to import Opportunities first of all and then import Extended Products. During the Extended Products import you can specify custom expressions for such import in the Virtual Columns section. E.g...
When importing opportunities Import requires importing Process and Stage values as well as specifying a parent record for the Opportunities. However, if you source file does not have Process and Stage elements, you'd need to set a default value for them ...
‘RUN ALL SCHEMAS’ option allows you to create an import map, i.e. import schemas not one by one but create a list of them in preferred order of importing. This way they will be imported in the order you add them to the list. You can also create import map...
HOW TO SUBMIT A TICKET DIRECTLY FROM YOUR ADDON Each addon is supplied with a separate module that allows creating support tickets directly from the addon interface. To take advantage of this functionality, please follow Support tab of your addon and se...
I DONT KNOW WHERE TO FIND MY LOCAL LICENCE KEY AND I AM NOT SURE WHICH IS ALREADY IN USE. If you are not sure, which licence key your addon is currently running on your machine, there is a simple method to find it out. open up the Registry [http://en.wi...
Most CRM Solutions work with UID [http://en.wikipedia.org/wiki/Unique_identifier] (Unique identifier) for records For exporting and/or importing data we always use the UID where possible. Due to using the UID we ensure that we can Update imported/expo...
If Excel shows no special characters like german Umlaute (ä ö ü) or capitalized chars (é à ...) firstly we recommend using the newest Version of our Data Suite [http://www.crmaddon.com/en/downloads-en/addons/installer/finish/78-datasuite-it/51-datasuite-i...
With DataSuite for Act! it is really easy to convert your Act! notes to histories. This process will require EXPORT|IT and IMPORT|IT addons and SERVICE|IT addon in case you would like to run these tasks on a regular basis. First of all you need to expor...
TITLE IMPORT EXAMPLE In case your source file contains tiles like Dr., Ph.D. or Prof. and you would like to add them to your salutations in ACT! during import. This is possible with Custom Expressions feature available in the Virtual Mapping tab. What y...
This article can be applied not only to notes, but also to histories and activities. Notes are taken as an example. The Professional edition of the Export is required to use Dates filter. To fulfill this task two Exporters have to be present in the Ex...