Xact Link for ACT! and Sage One User Manual

Walkthrough's

This section provides a list of walkthroughs showing how to perform a number of key functions provided by the link. If you are new to the link it is advisable that you do these walkthroughs using the ACT! demo database and the Sage One sample company file.

Link an ACT! Contact to a Sage One Customer/Supplier Card

1. Lookup the ACT! record you wish to link
2. In the Sage One tab click “Click here to link contact...”
3. Find the Sage One contact you would like to link to.
   Tip: Use the search box to quickly find a contact by typing part of the name, contact person or email address.
4. Once you have selected the contact you want to link to, click "Link to ACT! Contact"

Create a new Sage One Customer/Supplier

Creating new contact in Sage One can be done individually or in bulk. To export multiple contacts at once, run the export wizard.

To create a new contact in Sage One individually:

1. Create a new ACT! contact or use an existing ACT! contact which is not currently linked.
2. In the Sage One tab, click the “Create Sage One Customer/Supplier” button .
3. When complete, a confirmation window will be displayed detailing the Sage One Contact Details.
4. Once this information has been confirmed the new customer card will be created and automatically linked to the current ACT! contact record.