Overview
Inaport provides full support for ACT! Versions 8.x and above,
including support for Custom Entities in 10.0.2 and above.
While providing extensive power for data transformation and matching, Inaport also seeks to make
integration between back office systems and ACT! as straightforward as possible,
with extensive business logic implementing a deep understanding of the requirements of the
ACT! database.
Integrate
Integrate your ACT! system with other enterprise sources
- Automatically handle web databases, marketing campaigns, telemarketing
- Populate and update Accounts with EP data such as order history, products
- Synchronize CRM data with other applications
Extensive logging and automation functionality let you build fully automated systems.
Import
Import data from any data source any into any entity in ACT!
- Leads from Excel, Access, text files
- Update Companies and Contacts from cleansed data
- Accounting or ERP data into custom entities
Migrate
Migrate legacy CRM systems such as GoldMine to ACT!.
- Move all major entities such as Account, Contacts, History, Activities, Opportunities
- Re-assign record ownership on a record by record basis during migration
Matching
When importing data into a CRM system, it is vital to ensure that the correct records are updated
and that duplicates are not created.
Inaport provides an array of sophisticated techniques for matching accounts, contacts and any other data
in the CRM system. Different methods can be used in the same job for different types of records, allowing
you to handle complex requirements an optimise performance. More information here.
Data Transformation
Customer data frequently requires reformatting to ensure consistent, accurate
and clean information is transferred. Inaport provides an extensive library of functions for
data transformation and manipulation; the ability to add new fields to incoming data;
and the ability to perform extensive conditional tests on data to allow for action based on data quality.