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Xact Link for Act! and Xero FAQ's
General
What is Xact Link for Act and Xero?
Xact Xero Link is an add-on for the popular Act Contact Management System; it is developed by Xact Software Solutions.
What does the link do?
The link connects Act with your Xero account, by doing so it provides the ability to create Xero contacts from Act in addition to exposing some of Xero accounting functions to Act.
What is the goal behind linking Act with Xero?
The idea is to streamline the process of creating contacts and managing their information within the business as well as providing the front office staff with controlled access to customers financial data so that the staff can serve the customers more efficiently.
What other features does the link provide?
Go to our product page for the complete feature list.
How does the link work?
Once installed the a new tab appears in Act contact detail screen, it also adds a new menu item under the Act Tools menu.
I have more than one Xero organisation, can I use multiple organisation to Link?
Xact Link for Act and Xero only support linking to one Xero organisation at a time.
How does the link view/create invoice?
When a contact is linked, invoice can be viewed and created from within Act. When a linked Act contact is loaded, the link will then pull the invoices from Xero and display them on the tab, no data are copied into Act and each time it loads a list of invoices in real-time.
How do I disconnect my Xero account from Act?
You can disconnect by opening the link at the bottom in Xero tab (in Act contact details view), click the "Disconnect from Xero" link.
Alternatively you can also disconnect from your Xero company Settings - Connected Apps, check out Xero help (https://central.xero.com) for more info.
Compatibility
View system requirements here
Contact and Support
I have a question that is not answered here, how can I contact you?
Certainly, you can get our contact details through our website www.xactsoftware.co.nz or you can E-mail us at support@xactsoftware.co.nz , for sales you can email sales@xactsoftware.co.nz
Do you offer any support packages?
No, we offer support on case by case basis, all support requests are subject to Xact software's terms of service, you are welcome to contact us if you wish to obtain a copy of our Terms of Trade document.
What support methods do you offer?
We offer Phone support, Remote support and on-site visits; please note that in some cases we may need to arrange a time in advance to assist with your support queries.