- Getting Started
Xact Smart Forms for Act! User Manual
Connecting to your Xact Account
When setting up Smart Forms the first thing you will need to do is connect to your Xact Subly Account. To do this click on the "Settings" icon and choose the "Xact Account" option.
If you do not have an account you can register for one by clicking on the register tab and completing the form.
Connecting to your Wufoo Account
Next you will need to do is connect to your Wufoo Account. To do this click on the "Settings" icon and choose the "Wufoo Account" option.
Simply enter your Wufoo account name and API key into the required fields. Your API key can be found by going to any form and clicking on Code > API Information. Note that you must have at least one form set up in Wufoo to access your API key.
Modifying your Settings
When setting up Smart Forms you can choose what happens when there are new form entries and when form entries are imported. Simply click on the settings icon at any time to modify your preferences.