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Sage Act Integration

The Connect Sage ACT! library implements an interface to Sage ACT! and provides functions to Import and Export data from Sage ACT! in ConnectXML format. For detailed schema information on the Connect XML standard please see the samples section

The first time you run any task Zynk will request your Sage ACT! login credentials via the following screen - enter your Username, Password, Host and Database Name. You will only be asked for this information once as the Workflow will store the login details in Workflow variables
The default Host of "." should work for most installs, but if your database is setup on a different machine this will need to be set as the server name or IP address.

[Screen Shot of Login Window]

ACT! Versions
Zynk contains separate libraries for different version of Sage ACT!, you will need to make sure you use the tasks from the correct library depending on the version of ACT! you have installed:
  • Connect for Sage ACT! 2009
  • Connect for Sage ACT! 2010
  • Connect for Sage ACT! 2011
Export Companies
This task will export company information from Sage ACT!, including any related contacts, to Connect XML format
  • Company Custom Fields List of fields from the Company record to export to a custom field collection.
  • Contact Custom Fields List of fields from the Contact record to export to a custom field collection.
  • Export All Set this to False to export records modified since the last export, if set to True it will export all records every time it runs.
  • Filter File Custom filter file to use when exporting data, the filter file is to be created within Sage ACT!
  • Output File The name of the file to export to. Data is exported in Connect XML format.
Export Contacts
  • Contact Custom Fields List of fields from the Contact record to export to a custom field collection.
  • Export All Set this to False to export records modified since the last export, if set to True it will export all records every time it runs.
  • Filter File Custom filter file to use when exporting data, the filter file is to be created within Sage ACT!
  • Output File The name of the file to export to. Data is exported in Connect XML format.
Export Opportunities
  • Export All Set this to False to export records modified since the last export, if set to True it will export all records every time it runs.
  • Filter File Custom filter file to use when exporting data, the filter file is to be created within Sage ACT!
  • Opportunity Custom Fields List of fields from the Opportunity record to export to a custom field collection.
  • Output File The name of the file to export to. Data is exported in Connect XML format.
Export Products
  • Export All Set this to False to export records modified since the last export, if set to True it will export all records every time it runs.
  • Output File The name of the file to export to. Data is exported in Connect XML format.
Import Companies
  • Fail File The name of a file for “failed” imports to be sent to.
  • Input File The source file that you want to import in Connect XML format.
  • Success File The name of a file for “successful” imports to be sent to.
  • Create Follow Up Set to true to create a To Do follow up.
  • Group Name Set a group name to associate the imported record to.
Import Contacts
  • Fail File The name of a file for “failed” imports to be sent to.
  • Input File The source file that you want to import in Connect XML format.
  • Success File The name of a file for “successful” imports to be sent to.
  • Create Follow Up Set to true to create a To Do follow up.
  • Group Name Set a group name to associate the imported record to.
Import Opportunities
  • Fail File The name of a file for “failed” imports to be sent to.
  • Input File The source file that you want to import in Connect XML format.
  • Success File The name of a file for “successful” imports to be sent to.
Import Products
  • Fail File The name of a file for “failed” imports to be sent to.
  • Input File The source file that you want to import in Connect XML format.
  • Success File The name of a file for “successful” imports to be sent to.
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