GetLoaded from ACT! to  Microsoft Dynamics CRM! GetLoaded is a data migration tool, designed to move all of your ACT! data into Microsoft Dynamics CRM. That’s right – ALL of your data. Contacts, Companies, Groups, Opportunities, Notes and History, and Activities all migrate into CRM, linked the way they were in ACT!. GetLoaded will create all of ACT's standard fields in CRM for you, automatically. It even modifies the basic CRM Forms and adds those fields to the forms so you don’t have to. For custom fields you created in ACT!, you add those into CRM. Then, use GetLoaded to map them from ACT! into CRM. You have a map for Contacts, Companies, Groups, Users, and Opportunities in ACT!. The notes, history, activities, and products from ACT! are automatically moved and don't need to be mapped.

We've tried to make GetLoaded as easy as possible to use and as flexible as you need to move your data from ACT! into Microsoft CRM.  It's really as easy as 1-2-3!  Here's the flow of how it works: 

Step 1

Click on the Database Connections button in the lower left corner of this screen.  This is where you connect to your ACT! database and to Microsoft CRM.  This not only insures that you're able to login correctly, it also reads the database to gather all the fields of data in both programs.   

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Step 2

Click on the Migration Maps button next.  This is where you map fields from ACT! into CRM so GetLoaded knows where to put the data.  • Record Managers in ACT! map to Users in CRM • Contacts in ACT! map to Contacts in CRM • Companies in ACT! map to Accounts in CRM • Opportunities in ACT! map to Opportunities in CRM • Groups in ACT! map to Marketing Lists in CRM (and keep the contacts assigned to the Group) • The notes, history, and activities from ACT! are automatically moved and don't need to be mapped.

 

Step 3

Click on the GetLoaded button and then click the Start button to Get the Loading started.  GetLoaded shows you progress during the migration. 

How to Get Started

Click on the Add to Cart button below and you'll be taken to our secure Shopping Cart page to complete your order. GetLoaded is available via download immediately, or you can choose to order it on CD with a $15 Shipping/Handling fee.

Once you've downloaded the file, install it on your computer. You'll get an email from us with Activation codes to make the software legal, and you're ready to go!

How Can pinpointtools Help?

For many ACT! users, the biggest fear in moving to any new CRM system is how to get your valuable data converted, and how to make a new system work for you.

Our GetLoaded tool can handle the conversion of your data, fully and accurately. And if you need help because of a lack of time or resources, our consultants are available for everything from converting your data for you, to coaching you through the implementation of CRM.

We'll be your coach to help you understand just what Microsoft Dynamics CRM can do for you. We look at MS CRM as a BIF - Business Information Framework. There is so much that can be done to grow your business using this as a framework and we can be your coach throughout. You decide how much work you can do and how much you want us to do.

Among the services we can provide are:

• Customize any or all of your CRM application
• Migrate your data from ACT! into MS CRM, using GetLoaded
• Train you and/or your staff in the use of Microsoft Dynamics CRM, including adapting to your specific business practices

As computer technology evolves, pinpointtools is evolving in how we look at supporting our clients. We recognize that "human" consultants alone aren't enough for today's business challenges. That's why we have "human services" to handle customizations, training, etc and "software" to provide data migration and marketing functionality.

Click here to send us an email today. We'll schedule a phone call to discuss migrating your data with GetLoaded and any service needs you have.

 

GetLoaded is priced at $795 per company migrated, and includes  our detailed Users' Guide with tips and tricks for a smooth migration.

 

Would you like to see a five minute video demonstration of GetLoaded?  Click the screen below!

Requirements for GetLoaded

• GetLoaded must be installed on a PC where ACT! 2009 (version 11.0) is installed.  The database does not have to physically reside on that hard drive, but the ACT! program must be installed there.  If you have an earlier version, you can convert it to the newer version by simply opening the database using 2009.  Contact us for information about your situation (use the Ask Us A Question link in the upper left corner of this page or call us).

• Microsoft CRM must be accessible from the PC you load GetLoaded on.  If CRM is hosted in-house, the PC must be behind the same firewall and you must be able to login to your CRM instance using an Active Directory login.  If you are using CRM Online, hosted by Microsoft, you must have a valid Windows Live ID and be a user in CRM.  For either instance, you must have System Administrator rights to the CRM instance.

• For large databases, you must have an adequate supply of patience and/or adult beverages for the migration process!