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MMUpdater & QWUpdater

What if you could update your GoldMine or QuoteWerks from a spreadsheet, in a guided and synch aware way? Now you can!

Within a MasterMine drill-down worksheet, simply change the data you want updated and invoke MMUpdater or QWUpdater to map an Excel column to the target in your GoldMine or QuoteWerks Database field and... Presto!... your changes are made.

Our easy filtering capabilities allow you to easily access only the data you want to change, test and finalize your changes to ensure accuracy. 

MMUpdater
xl2Gold

xl2Gold

Do you purchase lists or attend tradshows and want that information added to your GoldMine database? But how do you know if they are in your database or not? How do you add contacts to existing accounts?

With xl2Gold you have the tools to scan your database for contacts, emails, businesses, phone to find matching data. You have the ability to add new contacts to existing records or create new records altogether and all from your spreadsheet.

Take it a step further and use xl2Gold to add a history item reflecting the contact's attendance to the tradeshow, or schedule calls for your users to follow up with them. 

Why Use MMUpdater

Key Benefits

Works with MasterMine's powerful segmentation capability to pinpoint the data you want to update.

Mass-update all major data tables in GoldMine (not just Contact1 and 2, as with built-in Global Replace). 

You can use your Excel skills (find/replace, formulas, copy-down) to make mass changes on the spreadsheet

instead of needing to learn more technical skills.

See all your changes BEFORE "finalizing" them in the GoldMine CRM Database, avoiding potentially costly errors.

All changes are sync-aware, so your changes transfer throughout your system, even to remote GoldMine CRM users.

UNDO feature allows you to correct mistakes, even AFTER the database is updated.

New Features

Version 9 of MasterMine for GoldMine brings exciting new features and enhancements we are excited to announce.

Now MMUpdater has the ability to create sub-records in GoldMine. Your sub records include additional contacts, details, pending calendar items and create history all within the Excel environment. You also have the ability to create note records for the Note tab in GoldMine. 

With this new version you also will find that we have given you better management of your existing sub-records like e-mail addresses and websites.




Examples of Use

GoldMine maintenance - identify and clean up obsolete or incorrectly entered data quickly.

When GoldMine rules change (such as activity codes in History or Pending) easily go back and make old data conform to new rules.

Normalize data from multiple sources, so your database works as one unit.

Re-link history records from one contact to another on a mass or selective basis.

Sort through a page of contacts and assign "priority" codes off the top of your head, quickly and easily going from one record to the next in one view.

Sum up Sales amounts into a "Qtr to date" or "Last Year Purchases" numeric field on your "Fields" tab. Run this process periodically to maintain and update your data in a single operation.

Use your Excel "formula-building" skills to combine two or more fields or outside information (like goals or commission levels) in an expression that yields a calculation - then transfer that info into a user-defined GoldMine field for easy reference.

Who Uses MMUpdater

The ability to make mass changes to your database is not something that should be given to just anyone, but to a select few.

Typical users of MMUpdater will have a Master License of MasterMine, but on occasion MMUpdater will be given to a Share License holder. Master License users have the ability to both create new MasterMine reports from scratch, but have the added ability of being able to update their GoldMine and/or QuoteWerks from within the report using the MMUpdater feature. Whereas, a Share license user has the ability to open previously created reports and use MMUpdater from within those reports.

Those that use MMUpdater are usually Sales or Marketing Managers, Database Administrators, or VP of Operations. But you ultimately know your business and your employees better than we do. Who would you trust with this powerful tool?

Individual Components Pricing

Looking for Packages? Follow these links for MasterMine for GoldMine or MasterMine for QuoteWerks

MMUpdater for GoldMine

$1595
1st Master License
(if a Create license has not already been purchased)

$800

Add to Existing License

QWUpdater for QuoteWerks

$995
1st Master License
(if a Create license has not already been purchased)

$500
Add to Existing License

xl2Gold

Coming soon for GoldMine!

Addidtional Licenses

$600/$300
Master or Additional License
(GoldMine)

$595/$200
Master or Additional License 
(QuoteWerks)

System Requirements

GoldMine 6.0 up to Premium Edition 2016

GoldMine 7.0 or higher for MMUpdater

SQL Versions only. 


QuoteWerks 4.x

Corporate, Professional and Standard Editions.


SQL 7, 2000, 2005, 2008 or 2012 - OR MS Access database

Both SQL and Access database back-ends are served by the same version of MasterMine, and look virtually identical.

MS Office 2007, 2010 and 2013 (32-bit and 64-bit)


(Microsoft Excel must be installed on the workstation or terminal server prior to installing MasterMine)

Windows 7, Windows 8.x and Windows 10

512 MB RAM minimum
For larger data files (more than a few thousand contacts or 20,000 history records), 2 GB or more is highly recommended.

High-speed Networks
Network speed can be a bottleneck if large files are queried. See the user manual for hints on query efficiency.