Setting up ACT! Integration

The powerful combination of ACT! and Sage 100 Contractor provides an organized view of the people you do business with. Using the ACT! plug-in, you can:

• Create clients, jobs, and vendors in Sage 100 Contractor from ACT! companies.
• Create clients and jobs from ACT! opportunities.
• Efficiently manage the transfer of information from your salespeople to accounting and project management staff.

To integrate Sage 100 Contractor with ACT!, your system must meet the following requirements:

• Sage 100 Contractor must be installed.

• ACT! Premium or ACT! PRO (version 2011 or later) must be installed.

  Note: Sage 100 Contractor and ACT! must be installed on the same workstation.

• The ACT! plug-in must be installed. For steps on installing the plug-in, see Installing the ACT! Plug-in.

  Important! You require an ACT! plug-in license. The plug-in is licensed through the License Administration program, but is provided at no charge. Contact the Sage Sales team at 1-800-526-5805 to obtain your license.

In addition, an API user must be set up for any companies that are to be integrated.

• In Sage 100 Contractor, in 7-3-1 Security Groups, an API security group must exist with the appropriate save permissions. See Setting up an API security group and an API user in Sage 100 Contractor to set up the API group.
• Sage 100 Contractor, in 7-3-2 User List, a user that is a member of the API group must be set up.

Note: A password for the user is recommended but not required.

Installing the ACT! Plug-in

To install the ACT!plug-in:

1. Navigate to the drive where Sage 100 Contractor is installed (for example, C:/ > Program Files (x86) > Sage > Sage 100 Contractor).
2. In the Plug-ins folder, double-click the ACTPluginSetup.exe file.

Important! If you uninstall Sage 100 Contractoror ACT!, you will need to run the ACTPluginSetup.exe again.