ACT Data Export, ACT to MS Dynamics 2011, CRM Data Export Austin - Clarity Ventures


 

If you use the Sage ACT! CRM system, you may encounter the issue of exporting your data to Dynamics CRM 2011 or another Microsoft CRM system. The good news is, the shift from one CRM system to another can be made easy with access to the right legacy data. Below are some tips about how to smoothly export your data from ACT! to Dynamics CRM 2011.

Data Export Options

There are a number of generic file options for data export, including XML, CSV, and XLS files. Generic file exports are the easiest way to go if you’re in a bind, but the quality of the data can be compromised. It is better to transfer the data via ACT’s own SDK. If this seems confusing to you, Clarity can complete the export for you.

ACT! Data and Custom Attributes

If you choose to upgrade, we can help you export your data securely
and efficiently, making sure that nothing is lost.

If you previously customized your ACT! system and there are custom attributes you wish to bring into MS Dynamics CRM 2011, you can do this. The custom attributes in ACT! are stored with other fields of the ACT!, and not separately in a different entity. This means you will not lose custom CRM functions and attributes that you have already designed to suit your business’s needs.

CRM Integration Experts in Austin, TX

If you’re considering a CRM upgrade and have question, contact a Clarity integration consultant today. Our experience with CRM integration is extensive, and we can help you answer any questions you may have about which system is right for your business or company. If you choose to upgrade, we can help you export your data securely and efficiently, making sure that nothing is lost. Contact Clarity to learn more about our CRM integration solutions.

 

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