FAQ ID # 85
Last Update : 2018/02/01
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Question / Issue
DataPlus 4.0 e-automate - Act! Database Configuration

Answer / Solution
PROGRAM: DataPlus 4.0 for e-automate - Act! Database Configuration
Table of Contents

Choosing Which Act Database to Use

Scenario 1
    DataPlus for e-automate Act Database
  • Restore the Act database provided for you on you client portal.Install SQL Instance
  • User Name: Admin
  • Password: none leave blank

    All the necessary fields for Act integration with e-automate are created and exist in Act layout.

Scenario 2
    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.

Act! Database Configuration
    Create Custom Fields
    Additional custom fields will be created in initial import.
  1. Tools/DataPlus 4.0/Manual Import
    General Options
  2. Check Enable Database Locking

    Entity Options

  3. Check Create Fields Only

    Or Entity Options

  4. Check Only Run Selected Items
  5. Check Each entity that you will be importing into Act!
  6. Click Okay

Before you actually perform the import, please read the entire KB article. There are some fields that should be manually created.

In order for the new Custom Fields to be available in Act!, after import is complete, exit Act! and reopen Act!.

    Create Company Custom Fields
  1. Open Act!
  2. Click on Tools
  3. Click on Define Fields
    Create, edit or delete fields
  4. View fields for: Companies
  5. Create the fields in layout in right pane
NOTE: DataPlus Import can create these fields for you.
We recommend that Address, Phone, URL fields be manually created.

Create the following fields
Field Name Type Default Value Field length Default Permission Administrator Permission
Contracts Earliest ExpDate Date     Read Only Full Access
Creation Date Date     Read Only Full Access
Last Invoice Date Date     Read Only Full Access
Last Invoice Date Bill To Date     Read Only Full Access
Leases Earliest ExpDate Date     Read Only Full Access
EA Last Update DateTime     Read Only Full Access
ACTeStore URL Address     Full Access  
Application Login URL Address     Full Access  
Application URL URL Address     Full Access  
Client Portal URL Address     Full Access  
Help Desk URL Address     Full Access  
KB URL Address     Full Access  
Online Support URL Address     Full Access  

The following fields are important to DataPlus import and association between e-automate and Act.
DataPlus will create the following fields for you following instruction from "Line 1 or 27" in this KB.
Field Name Type Default Value Field length Default Permission Administrator Permission
eCustomerID Character   10 Read Only Full Access
Customer No Character   30 Read Only Full Access
eLocationID Character   10 Read Only Full Access
eVendorID Character   10 Read Only Full Access
Vendor No Character   30 Read Only Full Access

    Create Contact Custom Fields
  1. Open Act!
  2. Click on Tools
  3. Click on Define Fields
    Create, edit or delete fields
  4. View fields for: Contacts
  5. Create the fields in layout in right pane
NOTE: DataPlus Import can create these fields for you.
We recommend that Address, Phone, URL fields be manually created.

Create the following fields
Field Name Type Default Value Field length Default Permission Administrator Permission
Contracts Earliest ExpDate Date     Read Only Full Access
Creation Date Date     Read Only Full Access
Last Invoice Date Date     Read Only Full Access
Last Invoice Date Bill To Date     Read Only Full Access
Last Sales Order Date Date     Read Only Full Access
Last Update Date     Read Only Full Access
Leases Earliest ExpDate Date     Read Only Full Access
EA Last Update DateTime     Read Only Full Access
Direct Line Phone     Full Access  
Toll Free Phone     Full Access  
ACTeStore URL Address     Full Access  
Application Login URL Address     Full Access  
Application URL URL Address     Full Access  
Client Portal URL Address     Full Access  
Help Desk URL Address     Full Access  
KB URL Address     Full Access  
Online Support URL Address     Full Access  
Time Zone URL URL Address     Full Access  

The following fields are important to DataPlus push and import and association between e-automate and Act.
DataPlus will create the following fields for you following instruction from "Line 1 or 27" in this KB.
Field Name Type Default Value Field length Default Permission Administrator Permission
eCustomerID Character   10 Read Only Full Access
Customer No Character   30 Read Only Full Access
eLocationID Character   10 Read Only Full Access
eContactID Character   10 Read Only Full Access
eContactReferenceID Character   255 Read Only Full Access
Contact Reference No Character   255 Read Only Full Access
eAgentID Character   10 Read Only Full Access
eEmployeeID Character   10 Read Only Full Access
Employee No Character   30 Read Only Full Access
eSalesPersonID Character   10 Read Only Full Access
SalesPerson No Character   30 Read Only Full Access
eVendorID Character   10 Read Only Full Access
Vendor No Character   30 Read Only Full Access
eImport Character   3 Read Only Full Access

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DataPlus 4.0 e-automate - Client Installation
DataPlus 4.0 e-automate - Contact Push
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