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Migrating ACT! Data to Salesforce

Now You Can Migrate Your ACT! CRM data to Salesforce CRM

ACT! to Salesforce migration

While setting up a Salesforce CRM system is relatively quick and straightforward, getting all of your existing account, contact and product information from you old ACT CRM system into Salesforce isn’t. Pulling data from a proprietary, closed system like ACT may seem overwhelming, but with the right tools and a simple set of instructions you can avoid the challenge of manually reentering mounds of data into Salesforce. After all a successful data migration can make all the difference in the successful adoption of your new Salesforce CRM system.

To minimize the risk and eliminate data entry errors inherent in data migration projects, we have put together a simple 6 step process that leverages a commercial tool to export data from ACT!. The tool and the instructions you'll find below, will streamline your ACT to Salesforce migration. In a matter of a few hours you'll have extracted, transformed and loaded your ACT account, contact and history data into Salesforce. It couldn't be easier!

Straightforward 6 Step ACT! to Salesforce migration:

  1. Read the ACT! - Salesforce migration tutorial
  2. Download the ACT extract tool
  3. Extract your contact, account and history records
  4. Set up the import, mapping and upload integration task in the Data Synchronization Service
  5. Run the integration job
  6. Enjoy your new Salesforce CRM system now populated with your old ACT! data!

Downloadl the ACT! - Salesforce migration tutorial here to get started. You'll be on your way to migrating your ACT! data in no time.

You'll find additional helpful information on our On Demand Data Integration Community Site here.

To speak with one of our Data Integration Specialists about your specific needs please either call (888) 345 4639, drop us an email at This e-mail address is being protected from spambots. You need JavaScript enabled to view it , or fill out a contact request form. We're looking forward to helping you with your Salesforce Integration needs.