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FAQ ID # 93
Last Update : 2015/11/12
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Question / Issue
DataPlus 4.0 Sage 100 - Field Mapping Act & Sage 100

Answer / Solution
PROGRAM: DataPlus for Sage 100 - Mapping Act & Sage 100
Table of Contents

    Mapping for DataPlus Import
    • If you are using an existing Act database you will need to manually create the following fields in Act as illustrated in KB Article 64
      Act Company Level
      1. eCustomerID
      2. eVendorID

      Act Contact Level
      1. eCustomerID
      2. eVendorID
      3. eContactID
      4. eSalespersonID
      5. eEmployeeID
        (eEmployeeID is only necessary if you are using the Payroll Module)
    • Once you have created the ID fields in Act
      1. Populate the ID fields with the associated data from Sage as sampled below
      2. Backup your Act database
      3. Perform a manual DataPlus import
      4. DataPlus will create additional fields in both Company and Contact levels in Act
        There are specific fields that need to be manually created before performing the import as instructed in KB Article 64
    • If you are using the DataPlus Act empty database we provided you, the fields already exist.

    Mapping Act & Sage 100: DataPlus Import
      Mapping Act & Sage 100
      Act Company Level
    1. DataPlus imports Customer data from Sage 100 to Act Customer, it uses the Sage 100 Customer No and the Act eCustomerID field.
    2. DataPlus imports Vendor data from Sage 100 to Act Vendor, it uses the Sage 100 Vendor No and the Act eVendorID field.

      Act Contact Level

    3. DataPlus imports Customer data from Sage 100 to Act Customer, it uses the Sage 100 Customer No and the Act eCustomerID field.
    4. DataPlus imports Vendor data from Sage 100 to Act Vendor, it uses the Sage 100 Vendor No and the Act eVendorID field.
    5. DataPlus imports Contact data from Sage 100 to Act Contact, it uses the Sage 100 Contact No and the Act eContactID field.
    6. DataPlus imports Salesperson data from Sage 100 to Act Salesperson, it uses the Sage 100 Salesperson No and the Act eSalespersonID field.
    7. DataPlus imports Employee data from Sage 100 to Act Employee, it uses the Sage 100 Employee No and the Act eEmployeeID field.
      Customer
      Act & Sage 100 Field Data
      Company & Contact Level
    1. Division
    2. Followed by dash
    3. Followed by code
    Sage Customer No Act eCustomerID
    DIV-CODE DIV-CODE
    01-ABC 01-ABC
      Vendor
      Act & Sage 100 Field Data
      Company & Contact Level
    1. Division
    2. Followed by dash
    3. Followed by code
    Sage Vendor No Act eVendorID
    DIV-CODE DIV-CODE
    01-ABC 01-ABC
      Contact
      Act & Sage 100 Field Data
      Contact Level
    1. Division
    2. Followed by dash
    3. Followed by code
    Sage Contact No Act eContactID
    DIV-CODE-CODE DIV-CODE-CODE
    01-ABC-CFH 01-ABC-CFH
      Salesperson
      Act & Sage 100 Field Data
      Contact Level
    1. Division
    2. Followed by dash
    3. Followed by code
    Sage Salesperson No Act eSalespersonID
    DIV-CODE DIV-CODE
    01-MBH 01-MBH
      Employee
      Act & Sage 100 Field Data
      Contact Level
    1. Division
    2. Followed by dash
    3. Followed by code
    Sage Employee No Act eEmployeeID
    DIV-CODE DIV-CODE
    01-CHB 01-CHB
    Mapping Act & Sage 100: DataPlus Drill-down Association
      Drill-down Act & Sage 100
      Act Company Level
    1. Viewing Drill-down information from DataPlus Tab, DataPlus uses the Act field
    2. Viewing Drill-down information from DataPlus Tab, DataPlus uses the Act field Customer No to associate the menu data.
    3. Viewing Drill-down information from DataPlus Tab, DataPlus uses the Act field Vendor No to associate the menu data.

      Act Contact Level

    4. Viewing Drill-down information from DataPlus Tab, DataPlus uses the Act field Customer No to associate the menu data.
    5. Viewing Drill-down information from DataPlus Tab, DataPlus uses the Act field Vendor No to associate the menu data.
    6. Viewing Drill-down information from DataPlus Tab, DataPlus uses the Act field Contact No to associate the menu data.
    7. Viewing Drill-down information from DataPlus Tab, DataPlus uses the Act field Salesperson No to associate the menu data.
    8. Viewing Drill-down information from DataPlus Tab, DataPlus uses the Act field Employee No to associate the menu data.
      Customer
      Act & Sage 100 Field Data
      Company & Contact Level
    1. Division
    2. Followed by dash
    3. Followed by code
    Sage Customer No Act Customer No
    DIV-CODE DIV-CODE
    01-ABC 01-ABC
      Vendor
      Act & Sage 100 Field Data
      Company & Contact Level
    1. Division
    2. Followed by dash
    3. Followed by code
    Sage Vendor No Act Vendor No
    DIV-CODE DIV-CODE
    01-ABC 01-ABC
      Contact
      Act & Sage 100 Field Data
      Contact Level
    1. Division
    2. Followed by dash
    3. Followed by code
    Sage Contact No Act Contact No
    DIV-CODE-CODE DIV-CODE-CODE
    01-ABC-CFH 01-ABC-CFH
      Salesperson
      Act & Sage 100 Field Data
      Contact Level
    1. Division
    2. Followed by dash
    3. Followed by code
    Sage Salesperson No Act Salesperson No
    DIV-CODE DIV-CODE
    01-MBH 01-MBH
      Employee
      Act & Sage 100 Field Data
      Contact Level
    1. Division
    2. Followed by dash
    3. Followed by code
    Sage Employee No Act Employee No
    DIV-CODE DIV-CODE
    01-CHB 01-CHB

    Related FAQs
    DataPlus 4.0 Sage 100 - Server Installation
    DataPlus 4.0 Sage 100 - Client Installation
    DataPlus 4.0 Sage 100 - Act! Database Configuration
    DataPlus 4.0 Sage 100 - Contact Push Configuration
    DataPlus 4.0 Sage 100 - Messages

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