Xact Link for ACT! and Sage One User Manual

Getting Started

Connecting to Sage One

1. Click on the “Run Setup Wizard” button to begin and follow the wizard.
2. Click Next
   
3. Choose the option to "Let the Wizard automatically create and assign a link field"
   
4. If you already have a SageOne access code, enter it here. Otherwise choose the option to "Run Authenticaion Wizard"
   

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Authentication Wizard

If you do not have an access code to connect to Sage One you will need to request one via the Authentication Wizard.

1. Click Next
   
2. Click Next, a new Window will open in your Internet browser
   
3. Enter your SageOne log in details
   
4. Click on the button to "Allow access" (as highlighted in the screenshot below)
   
5. You will now receive an authentication code, highlight this and hit Ctl + C to copy
   
6. Back in ACT! copy the code into the field provided by placing the cursor in the box and hitting Ctl + V. Click next.
   
7. Once the test connection is successful the Authentication wizard will finish. Follow the final instructions in the Setup Wizard then close and re-start ACT! to complete the process.
   

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