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Complete your CRM solution!
DataPlus for e-automate
Security | Performance | Global View

e-automate integrates with Act! Premium
e-automate to Act!

Using DataPlus, Act! users access critical and statistical information from e-automate in Act fields for Customers, Vendors and Employees!

  • Company and Contact Level
  • Customer and Vendor Contact linked to Company
  • New Customers, Vendors, Employees in e-automate, that are not in Act! are pushed to Act! throughout the day
  • Statistical data pushed daily
  • Data available to network, web, mobile and remote users
Act! to e-automate

Using DataPlus, Act! users can manage Customers, Vendors and Employees from Act! to e-automate

Create Customer, Vendor and Employee in e-automate

  • Create Customer, Vendor and Employee from Act!
  • Edit Customer and Vendor from Act!
DataPlus Drill Down

Using DataPlus, Act! users can data-mine a wealth of information from e-automate (within minutes, data is refreached and current)

  • Drill down data is available for all years from e-automate
  • Security access controls for e-automate data in Act!
  • "Manage" non-inventory equipment with critical information regarding lease, maintenance, life, meter reading and more…
  • e-automate drill down data remains in your network (don't let your critical accounting data leave the office)
  • Now available - DataPlus cloud - Securely view Act! and e-automate data on the cloud

Security: Drill down transaction data is secured within the network - your accounting data does NOT leave the building.
Invoices | Receipts | Items Sold | Jobs | Estimate | Sales Orders | Payments
Purchase Orders | Quotes | Inventory | Accounts | TB-GL-GJ | More...

Also available
Plugin for Digital Quote Manager. Create Customer and Prospect Quotes from ACT! and Create ACT! Opportunity!
Plugin for QuoteWerks. Providing e-automate inventory list and making pictures of inventory items available in QuoteWerks!

System Requirements
ACT! Premium v17, 16, Sage Act! Premium 2013
MS SQL Server or MS SQL Express instance (2014, 2010, 2008), SQL Server Management Studio
DataPlus for e-automate 4.0, 3.0
e-automate , Knowledge Base