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Complete your CRM solution!
DataPlus Fishbowl Inventory
Security | Performance | Global View
Fishbowl Inentory integrates with Act! Premium
Fishbowl to Act!
Requires Server Component

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

  • Company and Contact Level
  • Customer and Vendor Contact linked to Company
  • New Customers, Vendors, Salespersons, Employees in Fishbowl, that are not in Act! are imported to Act! throughout the day
  • Statistical data imported daily
  • Sage custom fields imported daily
  • Quotes are imported to Act Opportunity
  • Data available to network, web, mobile and remote users
  • Fishbowl does not have to be installed locally

Note: With purchase of DataPlus, we provide an Act! database with the necessary fields imported from Fishbowl.
Act! to Fishbowl
Requires Client Component

Currently using DataPlus, Act! administrators associate Customers, Vendors and Employees in Act! to Fishbowl by using key fields in Act!

Create Customer, Vendor and Employee in Fishbowl

  • Populate "Customer Number" field in Act! with "Customer Number" field in Fishbowl
  • Populate "Vendor Number" field in Act! with "Vendor Number" field in Fishbowl
  • Populate "Employee Number" field in Act! with "Employee Number" field in Fishbowl

Benefits

  • Create Customer, Vendor and Salesperson - no duplicate entries
  • Fishbowl does not have to be installed locally
DataPlus Drill Down
Requires Client Component

Using DataPlus, Act! users can data-mine a wealth of information from Fishbowl

  • Drill down "live" data is available for all years from Fishbowl
  • Security access controls for Fishbowl data in Act!
  • Fishbowl drill down data remains in your network (don't let your critical accounting data leave the office)

Security: Drill down transaction data is secured within the network - your accounting data does NOT leave the building.
Customers | Vendors | Contacts | Salespersons | Employees
Compatible with Fishbowl 2013 and above.
Compatible with Act! Premium v19 | v18 | v17 | v16 | 2013