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Knowledgebase : Help EN > Addons for Act! EN > DATA|SUITE for Act! > EXPORT|IT
When exporting sub-tables (e.g.: Notes, History, Activities, etc) ACT! has no Company Name / Contact Name Stored in the related Table. ACT! stores a UID (Unique Identity) for the Company or for the Contact. If you want to merge the data you must export ...
If you want to export Documents you need to follow these steps: * Create a new schema with the type _HISTORY_ * On the tab 'FILTER' you need to include the following history types: * Library document * Library document attachments * Then run ...
_HOW CAN I USE EXPORT|IT WITH MY ACT! FOR WEB DATABASE?_ If you want to export data out of your ACT! for Web database you have 2 possibilities to do that. * You have to be logged in on the server where your ACT! Windows is installed. Therefor you nee...
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...
While CSV is a industrie Standard, there are still a lot of options that must be considerd wihle working with CSV files. Unfortunanly the Wizzard of Excel is not very helpfull when it comes to open data that is stored in CSV format. we did find a bunch ...
When you export data from your Act! database you can export UNIQUE IDS of your data entities. This will help to link data together when importing to another system. On the below screenshot you can see how the fields with unique IDs look like: With setti...
EXCEL SHOWS UNEXPECTED CHARACTERS FROM EXPORTED CSV FILE If Excel does not display properly special characters like German Umlaute (ä ö ü) or capitalized chars (é à ...) first of all we recommend using the latest version of our Data Suite [http://www.crm...
DEMO EXPORT DATA Our EXPORT|IT easily exports data from your Act! database into a ".csv" file. In our new EXPORT|IT version (3.5) release you can choose among three different addon editions Plese take a glance at the list of features coming with each E...
HOW TO OPEN CSV FILES WITH THIRD PARTY TOOLS In case you would like to look through the data exported from your Act! database you can use the following tool [http://www.whitepeaksoftware.com/killink-csv-editor]for viewing CSV file. CSV files cannot be vi...
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...
If you have private access level for your companies and would like to change it to restricted to specific users or teams, please do the following: * Export your Companies with EXPORT|IT ADDON [http://www.crmaddon.com/en/addons-en/act-addons/data-manag...