Please follow the instructions below on how to create a copy of a database to send to us for your specific ACT! version (ACT! 2005-2010 , ACT! 4-6)
ACT! 2005 - 2010
Using ACT! 2005-2010 select File and then Save Copy As. If your database is located on a server, you will need to make the copy from the server.
Give the database a name and put it into a folder you'll remember.
This will create three files whose name begins with the name of your database and a folder that contains the attachments.
Put these files into a compressed folder (zip them) and send the .zip file to us.
ACT! 4 - 6
Using ACT! create a copy of your database. Select File and then Save Copy As
Give the new database a name and save it in a folder where you can easily find it.
This will create several files whose name begins with the name of your database.
PLEASE NOTE: An import of your complete ACT! database (including all notes and history) is considered a Custom Data Import. Below is an outline of the process adn the costs associated with a Custom Data Import
We handle Custom Data Imports in 2 phases:
Phase I - $195
In this first phase an Advisor will work directly with you on the phone to determine how best to map all of your important contact data fields into BigContacts. This call is typically scheduled within 2 days of you sending your data files. At the beginning of this process you will be billed the $195 for "Phase I".
After the call your Advisor will proceed to create the needed custom fields and then import all of your core contact data. (name, address,email, phone, custom fields, etc) After the core contact data is imported you are now ready to begin using your new BigContacts system. The total time-frame for "Phase I" typically runs 3-4 business days.
Phase II - $300
In "Phase II" we import all of your contact notes and history. This final phase can take up to 2 weeks depending on the size of your database and the overall workload at the time of import. Please keep mind though that you are fully able to use the system after phase I is complete, and will simply refer to your old databse should you require a review of any history items from your previous system. The final charge of $200 will be billed at the completion of importing your notes and history.
Total Custom Import cost = $495
Where to send your data files:
You can send us your data files using our secure data transfer service. Send all files to this secure address, and a support ticket will automatically be generated to ensure timely followup on your data import.
http://dropbox.yousendit.com/BigContacts
If you have any questions about this process, please feel free to email us at support@bigcontacts.com. We look forward to serving you.