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How to add credentials to authorize during wizard migration from Act!

 Last modified on Sep 15th, 2026 

When you want to migrate your data from Act! to another platform in a self-service project, you need to enter your web credentials to authorize your Act! system and proceed with the migration:

act connect

1. Look at the guide on how you can find your Act! platform URL.

2. The Database Name. There are 2 options to choose from:

A) Find it while entering Act! as it is shown in the screenshot:

act_database_name

 

Alternatively, you can follow these steps to find the host and database information in Act!:
  1. Open Act! CRM and click on the "Help" menu in the top menu bar.
  2. Select the "About Act!" option from the drop-down menu.
  3. In the About Act! window that appears, click on the "System Information" button.
  4. In the System Information window, look for the "SQL Server Information" section. Here you should see the name of the server hosting the Act! database, as well as the name of the database itself.
  5. If you don't see the database information listed in the System Information window, you can try connecting to the Act! database using Microsoft SQL Server Management Studio. Once connected, you can view the server name and database name in the Object Explorer panel. 
 
 
 

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