FAQ ID # 90
Last Update : 2015/11/02
Print this FAQ

Question / Issue
DataPlus 4.0 Fishbowl - Act! Database Configuration

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

Choosing Which Act Database to Use

Scenario 1
    DataPlus for Fishbowl Act Database
  • Restore the Act database provided for you on you client portal.Install SQL Instance

    All the nessassary fields for Act integration with Fishbowl 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
AP2 Last Sales Order Date Date     Read Only Full Access
AP2 Last Work Order Date Date     Read Only Full Access
Creation Date Date     Read Only Full Access
Last Update Date     Read Only Full Access
SO2 Last Date Date     Read Only Full Access
WO2 Last Date Date     Read Only Full Access
ACTeStore URL     Full Access Default
Application2 Login URL     Full Access Default
Application2 URL URL     Full Access Default
Help Desk URL     Full Access Default
KB URL     Full Access Default
Online Support URL     Full Access Default
Act eMarketing Signup URL     Full Access Default
Application2 Login URL     Full Access Default
dpFolders Profile Character   50 Full Access Default

The following fields are important to DataPlus import and association between Fishbowl 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
eFBCID Character   24 Read Only Full Access
eFBEID Character   24 Read Only Full Access
eFBLID Character   24 Read Only Full Access
eFBVID Character   24 Read Only Full Access
Account Number Character   50 Read Only Full Access
Customer Number Character   24 Read Only Full Access
FBC Account Number Character   24 Read Only Full Access
FBP Prospect Number Character   24 Read Only Full Access
FBV Account Number Character   24 Read Only Full Access
Vendor Number Character   24 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
AP2 Last Sales Order Date Date     Read Only Full Access
AP2 Last Work Order Date Date     Read Only Default
Creation Date Date     Read Only Full Access
Last Update Date     Read Only Full Access
SO2 Last Date Date     Read Only Full Access
WO2 Last Date Date     Read Only Full Access
Contact AP2 Bill To Address     Read Only Full Access
Contact AP2 Ship To Address     Read Only Full Access
Direct Line Phone Phone     Full Access Default
Toll Free Phone Phone     Full Access Default
ACTeStore URL     Full Access Default
Application2 Login URL     Full Access Default
Application2 URL URL     Full Access Default
Help Desk URL     Full Access Default
KB URL     Full Access Default
Online Support URL     Full Access Default
Act eMarketing Signup URL     Full Access Default
Application2 Login URL     Full Access Default
Time Zone URL URL     Full Access Default
dpFolders Profile Character   50 Full Access Default

The following fields are important to DataPlus import and association between Fishbowl 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
eCustomer Character   50 Read Only Full Access
eFBCID Character   24 Read Only Full Access
eFBCTID Character   24 Read Only Full Access
eFBEID Character   24 Read Only Full Access
eFBLID Character   24 Read Only Full Access
eFBVID Character   24 Read Only Full Access
Account Number Character   50 Read Only Full Access
Customer Number Character   24 Read Only Full Access
FBC Account Number Character   24 Read Only Full Access
FBCT Account Number Character   24 Read Only Full Access
FBC Contact Reference Number Character   24 Read Only Full Access
FBP Prospect Number Character   24 Read Only Full Access
FBV Account Number Character   24 Read Only Full Access
Vendor Number Character   24 Read Only Full Access

    Create Opportunities Fields
  1. Open Act!
  2. Click on Tools
  3. Click on Define Fields
    Create, edit or delete fields
  4. View fields for: Opportunities
  5. Create the fields in layout in right pane

The following fields are important to DataPlus import and association between Fishbowl and Act.

Create the following fields.
Field Name Type Default Value Field length Default Permission Administrator Permission
eDocumentID Character   20 Read Only Full Access
eCustomerID Character   50 Read Only Full Access
eFBCID Character   10 Read Only Full Access
FBC Account Number Character   10 Read Only Full Access
Customer Number Character   50 Read Only Full Access
Company Character   128 Read Only Full Access
Contact Character   128 Read Only Full Access
Sales Representative Character   128 Read Only Full Access
Document Number Character   10 Read Only Full Access
Document Type Character   20 Read Only Full Access
Document Status Character   20 Read Only Full Access
Document Terms Character   30 Read Only Full Access
Document Date Date   35 Read Only Full Access
Document Create Date Date   35 Read Only Full Access
Document Expiration Date Date   35 Read Only Full Access
Document Expiration Days Decimal   13 / 0 Read Only Full Access
Document PO Character   30 Read Only Full Access
Document Note Memo     Read Only Full Access
Document Item List Memo     Read Only Full Access
Document Tax Exempt YesNo   nbsp; Read Only Full Access
Document Tax Rate Currency   13 / 2 Read Only Full Access
Document Total Tax Currency   13 / 2 Read Only Full Access
Document FOB Character   30 Read Only Full Access
Document Carrier Character   30 Read Only Full Access
Document Bill To Address     Read Only Full Access
Document Bill To Character   50 Read Only Full Access
Document Ship To Address     Read Only Full Access
Document Ship To Character   50 Read Only Full Access

    Create Opportunity Product Fields
  1. Open Act!
  2. Click on Tools
  3. Click on Define Fields
    Create, edit or delete fields
  4. View fields for: Groups
  5. Create the fields in layout in right pane

Quantity Shipped and Quantity Back Ordered fields can be created using decimal places you choose for your business.
Example "13 / 2" instead of "13 / 5".

The following fields are important to DataPlus import and association between Fishbowl and Act.

Create the following fields.
Field Name Type Default Value Field length Default Permission Administrator Permission
Serialized Character No 3 Full Access Default
Active Character Yes 3 Full Access Default
Taxable Yes/No TRUE   Full Access Default
UOM Character   10 Full Access Default

    Create Group Fields
  1. Open Act!
  2. Click on Tools
  3. Click on Define Fields
    Create, edit or delete fields
  4. View fields for: Groups
  5. Create the fields in layout in right pane

The following fields are important to DataPlus import and association between Fishbowl and Act.

Create the following fields.
Field Name Type Default Value Field length Default Permission Administrator Permission
eGroupID Character   50 Read Only Full Access
eGroupIDParent Character   50 Read Only Full Access
Group Source Character   50 Read Only Full Access

    Additional 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

Related FAQs
DataPlus 4.0 FishBowl - Server Installation
DataPlus 4.0 FishBowl - Client Installation
DataPlus 4.0 for Fishbowl - Opportunity Settings
DataPlus 4.0 for Fishbowl - Control Settings

Direct Link to This FAQ
http://kb.hogandata.com/?f=90

Back to Top