Posted by: alanmlee | March 14, 2016

OAK!Merge 18.2.1 was released 3/12/16

 

For Act Essentials You can Import and Export.

Enhancements included in OAK!Merge 18.2.1

  1. Supports Importing and Exporting Act! Essentials Cloud Activities and Groups.  (Contacts were previously added in ver 18.1.1)
  2. User Interface (UI) enhancements such as new wording on the manual activation screens to add text for Step 1 and Step 2
  3. Improved history imports of the task file from Salesforce in the OAK!Merge Enterprise Salesforce Data Migration kit.  This package imports info from a Salesforce backup ZIP into Act! including Attachments, Opportunities,  and future events.

Upgrade or, download the full manual at OAKMerge.com for more information.

Users with earlier versions will need to purchase an upgrade to version 18

Download current and previous versions of OAK!Merge at http://www.oakmerge.com

OAKMerge Manual Activation is 2 steps

Posted by: alanmlee | December 8, 2015

OAK!Merge 18.1.1 was released 12/8/15

Enhancements included in OAK!Merge 18.1.1

  1. Supports the new ACT v18: PRO, PREMIUM, and Web versions and Act! Essentials Cloud version
  2. First OAK!Merge version to support Importing and Exporting to the Act! Essentials cloud version including the Contacts and completed activities.  Add new contacts, Delete, or update info in existing contacts. Add completed activities to existing contacts.  Export all the contacts or completed activities.
  3. Delete History and Notes entries.  Allows deleting specific history or notes entries (rows in the table) by specifying their ID numberYou export the notes or history to find the ones you want to delete and use their IDs to specify which ones you want deleted
    It does respect the limit to contacts in the OAKMERGE_EXPORT group.
  4. User Interface (UI) enhancements such as extending the size of the transformation drop down so all choices display without scrolling.
  5. OAK!Merge will now install without Act! installed locally to support Act! Essentials. It this case, Act! databases on the local network will not be accessible by OAK!Merge.  This also allows other merges to run or be automated, including XLS to  CSV or   ACCESS to CSV   or CSV TO CSV.

Upgrade or, download the full manual at OAKMerge.com for more information

Users with earlier versions will need to purchase an upgrade to version 18

Download current and previous versions of OAK!Merge at http://www.oakmerge.com

Posted by: alanmlee | September 22, 2015

OAK!MERGE 17.2.2 for ACT! was released 9/22/15

OAKMerge_RTF_TO_PLAIN_TEXT TransformationOAK!MERGE 17.2.2  for ACT! was released 9/22/15

Release Notes Summary

OAK!Merge 17.2.2 is out and has one bug fix

This release fixes a bug in History and Notes Exports if “RFT to TEXT” transformation is used.  In OAK!Merge 17.1.2 and 17.2.0  the  “RFT to TEXT” transformation is skipping data in some rows.  Some plain text details do not get transformed.   This resulted in a few contacts that had some plain text only info in the History details field, may have had some history details data not exported to the exported CSV. This was fixed in 17.2.2.

Download the full 180 page manual  or the 1 page Version Roadmap  as a PDF  for more information, tips, and screen shots.

Users with OAK!Merge 17 can download and update their v17 installs at no charge. No re-registration is required.   Users with earlier versions will need to purchase an upgrade to version 17.  More info is at http://www.oakmerge.com

Download current and previous versions of OAK!Merge at http://www.oakmerge.com

Posted by: alanmlee | July 12, 2015

OAK!MERGE 17.2.0 for ACT! was released 7/12/15

OAK!MERGE 17.2.0  for ACT! was released 7/12/15

Release Notes Summary

OAK!Merge 17.2 is out and has some new features including the following:

  1. Supports ACT 17.2 release as a free update to OAK!Merge 17 users.  Any user running ACT 17.2 will this OAK!Merge  17.2 update or later.
  2.  Added support to import files to the Documents TAB.  You can now add attachments that are listed on the documents tab. These are attachments, not shortcuts or links.
  3.  Added 3 Change Mode buttons on the “Selecting Import Source and Merge Destination” screen to “Copy Up”,  “Copy Down”, and “Swap”.
  4. Added new History Types/Results to supported list.
  5. Support  for ACT to ACT merges of  History, Notes,  and Activities
  6. Add environmental info to About page including a Sequential build number.
  7. Announced support for Access 2013 and Excel 2013 as import sources.  It has been working in the past versions.
  8. Updated the Salesforce data migration kit (SFDMK) to support the new Salesforce tasks export format.
  9. Added Activity Type Column to History table export.
  10. Expanded the supported and valid Banner Colors for Activities.
  11. Fixed fatal error- OAK!Merge 17.1.2 crashed every time XML is the source and File name was left blank.
  12. Removed Regarding as a required field for importing History or Activities.  OAK!Merge now uses Type for Regarding, if Regarding is blank.

Download the full 180 page manual  or the 1 page Version Roadmap  as a PDF  for more information, tips, and screen shots.

Users with OAK!Merge 17 can download and update their v17 installs at no charge. No reregistration is required.   Users with earlier versions will need to purchase an upgrade to version 17.  More info is at http://www.oakmerge.com

Download current and previous versions of OAK!Merge at http://www.oakmerge.com

 

Posted by: alanmlee | February 8, 2015

OAK!MERGE 17.1.2 for ACT! was released 2/8/15

Enhancements included in OAK!Merge 17.1.2

  1. XML format is supported for both imports and exports. Imports must be a simple data set.  An XML file for use as a source may have more than one table, but only one may be selected to be use during a merge.  This is similar to picking which table or query to use in an ACCESS database or which worksheet in an Excel workbook.
    The XML format is an XML table.
  2. Filtered Exports now limit the export to the info linked to contacts in a group called OAKMerge_Export
    Previously, OAK!Merge exported all rows of of the table.   Now it will check for a fixed condition; a “flag”; set to limit the information exported. If a group named OAK!Merge_export exists, then only  the info for contacts that are members of that group are exported.  If the history table is exported, then only the history for the contacts currently in the .
    OAK!Merge_export group will be exported.   This affects only Contacts, Notes, Histories, or Activities. Not the Companies, Groups, Users, or Opportunities tables.
  3.  The requirement for data to be present in certain fields for exports was eliminated. Previously OAK!Merge required “Regarding” field  to have data in all rows for history exports.
  4. New  Keywords for $DATETIME$,  and $TIME$ are available
  5. Preview mode is now highlighted.  Execution options were renamed;  The Validate option was changed to Validate /  Preview.
  6. Training Videos for exercises on YouTube on our Training Channel
    There is also a link on “Support/Tools” button and Web site home page.  The videos are 5 to 7 min each

    1. OAK!Merge – Training Exercise 1- Updating the Contacts from a CSV
    2. OAK!Merge – Training Exercise 2- Appending History in ACT
    3. OAK!Merge – Training Exercise 3- Appending Attachments to History in ACT
    4. OAK!Merge – Training Exercise 4- Group Assignment Merge
    5. OAK!Merge – Training Exercise 5- Adding Notes to ACT contacts
    6. OAK!Merge – Training Exercise 6- Adding and updating Simple Opportunities to ACT
    7. OAK!Merge – Training Exercise 7- Adding and updating Opportunities with one Product to ACT

Download the full manual as a PDF for more information, tips, and screen shots.

A new Version Roadmap PDF has the XML added as a  source and destination.

Users with OAK!Merge 17.1.0 or 17.1.1 can download and update their v17 installs at no charge. No reregistration is required.   Users with earlier versions will need to purchase an upgrade to version 17.  More info is at http://www.oakmerge.com

Download current and previous versions of OAK!Merge at http://www.oakmerge.com

Posted by: alanmlee | October 17, 2014

OAK!MERGE 17.1.1 for ACT! was released 10/17/14

Enhancements included in OAK!Merge 17.1.1

  1. Supports the new ACT v17: PRO, PREMIUM, and Web versions
  2. Export the Group Names linked to contacts and opportunities. This adds a new field to the contact and opportunity table exports called __Groups__ This new field contains the comma delimited names of the all the groups each contact or opportunity is a member of. Both Static and Dynamic group memberships are included.
  3. Allows a double-click to open file dialog box or select the mapping to use
  4. Import data directly from remote web sites.  v17  Supports WEB URL as a path to a source file. Source files can now be on a website. A an example is http://www.oakmerge.com/downloads/Contacts_10.csv ( note: path is case-sensitive)
  5. Supports constants as a matching field. This is useful if you have several matching criteria, but not all are columns in the source data.
Use a Web URL as a path to a source file to import to ACT so you can Import data from a web site into ACT

Import data from a web site

Upgrade or, download the full manual at OAKMerge.com for more information

Users with earlier versions will need to purchase an upgrade to version 17

Download current and previous versions of OAK!Merge at http://www.oakmerge.com

Posted by: alanmlee | June 19, 2014

OAK!MERGE 16.1.1 for ACT! was released today

OAK!MERGE 16.1.1 and SalesForce Data Migration Kit 16.1.1 for  ACT! 16 (2014)  was released today

Enhancements included in OAK!Merge 16.1.1

  1. Added “Number of rows to skip” to the run options.  This allows you to not start at the first record.  See image below
  2. Support for UNC paths to Source or Target files.   In addition to mapped drives such as  X:\data\source.xlxs  you can now use a UNC path such as\\SERVER48\Data\Contacts_10.csv
  3. Improvements to the used interface (UI) such as the size and placement of the back buttons; unmap all button
  4. added new wording on the Execution Options page for Mapping and Profiles.  Changed the SAVE as button to Edit/Save ASAdded new button “Create” for mapping and profiles
  5. Improvements to ignore GUID formatting in fields.  GUIDS are now handled as text.  If you are matching or linking using GUIDs be careful about the case.  Excel will display as all CAPS; but pass it to OAK!Merge as all lower case.
  6. Added a column to OPPORTUNITY exports called StatusTXT
    this column not available on import, use StatusNum
    StatusTXT  has the words and StatusNUM has the numbers

    • Open
    • Won
    • Lost
    • Inactive

    StatusNum field on import will now except the status number or text  of the status
    Open or  0
    Won  or  Closed-Won  or 1
    Lost or Closed-Lost or 2
    Inactive or  3

  7. Added an error to trap for illegal file names like CON orLPT1  when used to  SAVE file names
    Number of ROWS to SKIP

    Number of ROWS to SKIP from the beginning of a operation

    New Create Button for Mapping and Profiles

    New Mapping and Profile Descriptions and Create button labels

    Opportunity Status as Number or Text

    Opportunity Status as Number or Text

Posted by: alanmlee | September 4, 2013

OAK!MERGE 16.1.0 for ACT! was released today

OAK!MERGE 16.1.0 and SalesForce Data Migration Kit 16.1.0 for  ACT! 16 (2014)  was released today

Enhancements included in OAK!Merge 16.1

  1. Supports ACT V16 (2014)
  2. Imports multiple Products to multiple Opportunities in one import
  3. New Filters on the Mapping screen to limit the rows displayed
  4. Swapped source and target panels on screen1: source is now on topOAKMerge-screen2
  5. Swapped source and target on Mapping on Screen 2 to be: Left to Right
  6. Removed Checkboxes for LINKING fields on Mapping screen
  7. New look:  Refreshed the product look/skin/naming/ with updated buttons: Increased size of slider on scroll bar for mapping
  8. During the EXPORT of Activities, OM now exports Scheduled FOR instead of Scheduled By
  9. Improved results panel wording of counts
  10. Improved Timer: now shows seconds to more than 24 hours,  as needed
  11. Passwords in Profiles are now encrypted with 256 bit encryption

Upgrade or, download the full manual at OAKMerge.com

Users with earlier versions will need to purchase an upgrade to version 16.1

download current and previous versions of OAK!Merge at http://www.oakmerge.com

Posted by: alanmlee | May 22, 2013

OAK!MERGE 15.5.2 for ACT! was released today

OAK!MERGE 15.5.2  for ACT! was released today

Key update: Fixed a bug in opportunities area  to avoid a fatal error when updating or exporting opportunities.

See previous posts for other Version 15 updates

Users with earlier versions will need to purchase a version 15 license. Users with Version 15.0 or later can install 15.5.2 over the existing installation without having to reactivate.

download current and previous versions of OAK!Merge at http://www.oakmerge.com

Note the fatal error was at the RUN screen:

Error at Runtime for updating an Oppoutnity in ACT using OAK!Meerge 15.5.1

Posted by: alanmlee | March 15, 2013

OAK!MERGE 15.5.1 for Sage ACT! was released today

OAK!MERGE 15.5.1 and SalesForce Data Migration Kit 15.5.1.0 for Sage ACT! was released today

1 Fixed bug in custom table export to include links to Contact and Company
2. Revised and  improved wording on progress page: step 1,2.3.4…
3.  Use CTRL F to find columns in the Mapping page

See previous posts for other Version 15 updates

Users with earlier versions will need to purchase a version 15 license. Users with Version 15.0 or later can install 15.5 over the existing installation without having to reactivate.

download current and previous versions of OAK!Merge at http://www.oakmerge.com

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