In order to transfer information from Act! to Sage 100 Contractor, Sage 100 Contractor companies need to be set up. This is accomplished via the Tools > Sage 100 Contractor Company Settings... option in Act!
If you have multiple Sage 100 Contractor companies, you can set up each company in Act!.
In the Sage 100 Contractor—Company Settings window, the following attributes of each company are displayed:
| Column Name | Description |
|---|---|
| Enable | Whether or not the company is enabled for integration with Act!. Only companies that are checked will be available when sending information from an Act! company or opportunity. |
| Drive | (Read only) Drive where the Sage 100 Contractor company is located. |
| Company | (Read only) Company name |
| User Name | User name of the API user. This field is required for enabled companies. |
| Password | Password of the API user. This field will be visible while typing but will subsequently be hidden using password characters. |
Important! Do not copy and paste a password after typing it in the Password field. Because the password is hidden by password characters after typing, pasting a copied password only pastes asterisks in the Password field.
| 1 | Log into Act!. |
| 2 | In the Tools menu, click [Sage 100 Contractor Company Settings...]. |
| 3 | Click [Enable] for the company in Sage 100 Contractor you want to set up in Act!. |
| 4 | In the User Name column, type in the user name of the API user set up in 7-2-2 User Listin Sage 100 Contractor. |
| 5 | In the Password column, type in the password of the API user set up in 7-2-2 User Listin Sage 100 Contractor. |
| 6 | Click [OK]. |
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Creating a Sage 100 ContractorVendor from anAct! Company Initializing the Act! database for use with Sage 100 Contractor |
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.