DataPlus for Sage 50 CA Act Database
• Restore the Act database provided for you on you client portal.Install SQL Instance

  All the nessassary fields for Act integration with Sage 50 CA are created and exist in Act layout.

Your Current Act Database
• Backup your current Act Database
• Perform the tasks below
• After fields are created you must modify your layouts.
• You can also extract the DataPlus Act layouts and use them as a template.

Define Fields - Company Level
7. Open Act!
8. Click on Tools
9. Click on Define Fields
   Create, edit or delete fields
10. View fields for: Companies
11. Create the fields in layout in right payne

Create the following fields

Field Name	Type	Default Value	Field length	Default Permission	Administrator Permission
Alt	Phone			Read Only	Full Access
Shipping	Phone			Read Only	Full Access
Shipping 2	Phone			Read Only	Full Access
Shipping Fax	Phone			Read Only	Full Access
Creation Date	Date			Read Only	Full Access
Customer Since Date	Date			Read Only	Full Access
Date Last Sale	Date			Read Only	Full Access
Last Update	Date			Read Only	Full Access
S50 Last Import	Date			Read Only	Full Access
SR Last Invoice Date	Date			Read Only	Full Access
ToDo Date	Date			Read Only	Full Access
ACTeStore	URL			Full Access
Application Login	URL			Full Access
Application URL	URL			Full Access
Help Desk	URL			Full Access
KB	URL			Full Access
Online Support	URL			Full Access

DataPlus will create the following fields

Field Name	Type	Default Value	Field length	Default Permission	Administrator Permission
eCustomerID	Character		35	Read Only	Full Access
Customer Number	Character		35	Read Only	Full Access
eVendorID	Character		35	Read Only	Full Access
Vendor Number	Character		35	Read Only	Full Access

Define Fields - Contact Level
12. Open Act!
13. Click on Tools
14. Click on Define Fields
    Create, edit or delete fields
15. View fields for: Contacts
16. Create the fields in layout in right payne

Create the following fields

Field Name	Type	Default Value	Field length	Default Permission	Administrator Permission
Contact Ship To	Address			Read Only	Full Access
AR Last Invoice Date	Date			Read Only	Full Access
AR Last Receipt Date	Date			Read Only	Full Access
Creation Date	Date			Read Only	Full Access
Customer Since Date	Date			Read Only	Full Access
Date Last Sale	Date			Read Only	Full Access
Emp Date Hired	Date			Read Only	Full Access
Emp Date Last Paid	Date			Read Only	Full Access
Emp Date Termination	Date			Read Only	Full Access
Emp To Do Date	Date			Read Only	Full Access
Last Update	Date			Read Only	Full Access
S50 Last Import	Date			Read Only	Full Access
SR Last Invoice Date	Date			Read Only	Full Access
ToDo Date	Date			Read Only	Full Access
ACTeStore	URL			Full Access
Application Login	URL			Full Access
Application URL	URL			Full Access
Help Desk	URL			Full Access
KB	URL			Full Access
Online Support	URL			Full Access

DataPlus will create the following fields

Field Name	Type	Default Value	Field length	Default Permission	Administrator Permission
eCustomerID	Character		35	Read Only	Full Access
Customer Number	Character		35	Read Only	Full Access
eEmployeeID	Character		35	Read Only	Full Access
Employee Number	Character		35	Read Only	Full Access
eVendorID	Character		35	Read Only	Full Access
Vendor Number	Character		35	Read Only	Full Access

Define Fields - Opportunity Level
17. Open Act!
18. Click on Tools
19. Click on Define Fields
    Create, edit or delete fields
20. View fields for: Opportunities
21. Create the fields in layout in right pane

Define Fields - Group Level
22. Open Act!
23. Click on Tools
24. Click on Define Fields
    Create, edit or delete fields
25. View fields for: Groups
26. Create the fields in layout in right payne