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unidentified user
pilots13
Posts: 3
Registered: 01-13-2012
0

Import data from ACT to Master Builder

I'm new to using Master Builder and ACT, but the company I work for has used them for many years.  I'm tasked with trying to stream line their process from new client phone call to project completion.  The issue I'm stuck with right now is how to get basic customer information to transfer from ACT (which they use to manage their client database) to Master Builder (which they use for job info, inventory, and accounts rec/pay).  Right now all this information has to be manually retyped when the process goes from ACT to Master Builder.  Is there a way to import this information from one to the other?  Or any other ideas from the community on this problem of dual entry?

 

Thanks

 

Super Contributor
DFeller
Posts: 2,944
Registered: 10-28-2008
0

Re: Import data from ACT to Master Builder

This is actually a MAS 90/200 community, not a community for ACT users or MasterBuilder users.  Someone on here may know both programs, but you may not get good responses here.

 

Dawn

unidentified user
pilots13
Posts: 3
Registered: 01-13-2012
0

Re: Import data from ACT to Master Builder

Is there a "community" for Master Builder?  It's like Sage is one company but every separate program is in it's own world and nothing interacts with each other, even their company websites.  

Regular Contributor
pauline
Posts: 74
Registered: 12-05-2008
0

Re: Import data from ACT to Master Builder

Sage is one company, but it has acquired many of its products by purchase rather than internal development so that's why they're different and may not interact.  I suppose that they don't want to drive away long-time users of the acquired ones by making dramatic changes.

 

I looked but didn't find a forum for Master Builder, but ACT! has a fairly active one here: http://community.act.com/  Perhaps you can find some help there. 

unidentified user
pilots13
Posts: 3
Registered: 01-13-2012
0

Re: Import data from ACT to Master Builder

Yes, I've posted over there too.  They don't work together with the exception of a couple third party programs.  Very frustrating that they offer all these very nice programs, but my company end up having to reenter data 5 times cause none of their programs work together.