Topics > DataPlus Sage Accounting Integration > DataPlus 4.0 Sage 50 CA Accounting > FAQ ID # 56

FAQ ID # 56
Last Update : 2018/06/11
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Question / Issue
DataPlus 4.0 Sage 50 CA Accounting - Act! Database Configuration

Answer / Solution
PROGRAM: DataPlus 4.0 for Sage 50 Accounting - Act! Database Configuration
Choosing Which Act Database to Use
Scenario 1
    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.

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

    Optional

  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!.

    Define Fields - Company Level
  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 payne
NOTE: DataPlus Import can create 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
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
  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 payne
NOTE: DataPlus Import can create 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
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
  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
Field Name Type Default Value Field length Default Permission Administrator Permission
eCustomerID Character   20 Read Only Full Access
Customer Number Character   20 Read Only Full Access
Company Character   128 Read Only Full Access
Customer IsTaxable Yes/No     Read Only Full Access
Customer Tax Code Character   75 Read Only Full Access
IsProspect Character   128 Read Only Full Access
Customer Tax Code Character   128 Read Only Full Access
Sales Representative Character   75 Read Only Full Access
eDocumentID Character   20 Read Only Full Access
Document No Character   20 Read Only Full Access
Document Type Character   50 Read Only Full Access
Document Transaction No Character   125 Read Only Full Access
Document Terms Character   125 Read Only Full Access
Document Source Character   50 Read Only Full Access
Document Status Character   50 Read Only Full Access
Document Total Tax Character   125 Read Only Full Access
Document Item List Memo     Read Only Full Access
Document Notes Memo     Read Only Full Access
Document Create Date Date     Read Only Full Access
Document Expiration Date Date     Read Only Full Access
Document Ship Date Date     Read Only Full Access
Document Expiration Days Decimal   13/0 Read Only Full Access
    Define Fields - Group Level
  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 payne
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

    Optional

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


Related FAQs
DataPlus 4.0 Sage 50 CA Accounting - Server Installation
DataPlus 4.0 Sage 50 CA Accounting - Client Installation
DataPlus 4.0, 3.0 Auto Import
DataPlus 4.0 Sage 50 CA Accounting - Push
DataPlus 4.0 Sage 50 CA - Messages
DataPlus for Sage 50 CA Accounting - SDK
Sage 50 CA English

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http://kb.hogandata.com/?f=56

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