Integrate Act! CRM With DataPlus

Integrate ERP / Accounting Software

An all-in-one business management tool will help you spend more time working in your business rather than working on your business!

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SAPOne Microsoft Syspro Evo~ERP medisoft MR8
Using DataPlus, Act! users access critical and statistical information from Sage 50 in Act fields for Customers, Vendors and Employees!

  • Company and Contact Level
  • Customer and Vendor Contact linked to Company
  • New Customers, Vendors, Employees in Sage 50, that are not in Act! are pushed to Act! throughout the day
  • Statistical data pushed daily
  • Act field data available to network, web, mobile and remote users

    • Using DataPlus, Act! users can push data from Act! to Sage 50

  • Create Customer, Vendor and Employee from Act!
  • Edit Customer and Vendor from Act!
  • Create Quotes, Sales Orders, Invoices

    • Using DataPlus, Act! users can data-mine a wealth of information from Sage 50 (within minutes, data is refreached and current)

  • Drill down data is available for all years from Sage 50
  • Security access controls for Sage 50 data in Act!
  • Sage 50 drill down data remains in your network (don't let your critical accounting data leave the office)

    • Sage Cerfified Developer
  • Integration Since 2005
  • [PDF] Sage 50 US Info
    • DataPlus Install KB
  • KB: Knowledge Base
    • Act Version
  • Act Versions: Premium Only —v16 +
    • Sage Version
  • Pro, Premium & Quantum — 2012 +
    • Sage Version w/ Push
  • Pro, Premium & Quantum — 2016 +
    • Yearly Subscription ❓
  • 1 DataMirrorServer $299.00  (Renewal $149.00)
  • 1 Server/Client $510.00
  • Additional Client $120.00 ea
  • Does not include installation
  • Does not include support
    • Optional Support Plan
  • 4 hour
  • 8 hour
  • 12 hour
    • Pricing Inquiry
    Using DataPlus, Act! users access critical and statistical information from Sage 50 in Act fields for Customers, Vendors and Employees!

  • Company and Contact Level
  • Customer and Vendor Contact linked to Company
  • New Customers, Vendors, Employees in Sage 50, that are not in Act! are pushed to Act! throughout the day
  • Statistical data pushed daily
  • Act field data available to network, web, mobile and remote users

    • Using DataPlus, Act! users can push data from Act! to Sage 50

  • Create Customers, Vendors and Employees
  • Edit Customers, Vendors
  • Create Quotes, Sales Orders, Invoices

    • Using DataPlus, Act! users can data-mine a wealth of information from Sage 50

  • Drill down data is available for all years from Sage 50
  • Security access controls for Sage 50 data in Act!
  • Sage 50 drill down data remains in your network (don't let your critical accounting data leave the office)

    • Sage Cerfified Developer
  • Integration Since 2012
  • [PDF] Sage 50 CA Info
  • KB: Knowledge Base
  • [PDF] Sage 50 CA Info
    • Yearly Subscription ❓
  • 1 Server/Client $510.00
  • Additional Client $120.00 ea
  • Does not include installation
  • Does not include support
    • Optional Support Plan
  • 4 hour
  • 8 hour
  • 12 hour
    • Pricing Inquiry
    Using DataPlus, Act! users access critical and statistical information from Sage 100 in Act fields for Customers, Vendors and Employees!

  • Company and Contact Level
  • Customer and Vendor Contact linked to Company
  • New Customers, Vendors, Employees in Sage 100, that are not in Act! are pushed to Act! throughout the day
  • Statistical data pushed daily
  • Act field data available to network, web, mobile and remote users

    • Using DataPlus, Act! users can push data from Act! to Sage 100

  • Create Customer, Vendor and Salesperson
  • Edit Customer, Vendor and Salesperson
  • Create Standard Order, Back Order, Master Order, Repeating Order, Quote

    • Using DataPlus, Act! users can data-mine a wealth of information from Sage 100 (within minutes, data is refreached and current)

  • Drill down data is available for all years from Sage 100
  • Security access controls for Sage 100 data in Act!
  • Sage 100 drill down data remains in your network (don't let your critical accounting data leave the office)

    • Sage Cerfified Developer
  • Integration Since 2005
  • [PDF] Sage 100 Info
    • DataPlus Installation KB

  • KB: Knowledge Base

    • Yearly Subscription ❓
  • 1 Server/Client $510.00
  • Additional Client $120.00 ea
  • Does not include installation
  • Does not include support
    • Optional Support Plan
  • 4 hour
  • 8 hour
  • 12 hour
    • Pricing Inquiry
    Using DataPlus, Act! users access critical and statistical information from Sage 100 in Act fields for Customers, Vendors and Employees!

  • Company and Contact Level
  • Customer and Vendor Contact linked to Company
  • New Customers, Vendors, Employees in Sage 100, that are not in Act! are pushed to Act! throughout the day
  • Statistical data pushed daily
  • Act field data available to network, web, mobile and remote users

    • Using DataPlus, Act! users can push data from Act! to Sage 100

  • Create "Customer" or "Vendor" in Act company level
  • Click on Sage 100 Tab in Act and create "Customer"
  • Click on Sage 100 Tab in Act and create "Vendor"
  • Click on Sage 100 Tab in Act and create "Job"
  • Job will create an Act Opportunity associated with Act Company

    • Using DataPlus, Act! users can data-mine a wealth of information from Sage 100

  • Drill down "live" data is available for all years from Sage 100
  • Security access controls for Sage 100 data in Act!
  • Sage 100 drill down data remains in your network (don't let your critical accounting data leave the office)

    • Act Fields
    ×
    ×
    ×
    ×
    ×
    ×
    Drilldown
    ×
    ×
    ×
    ×
    ×
    DataPlus Installation KB

  • KB: Knowledge Base

    • Yearly Subscription ❓
  • 1 Server/Client $510.00
  • Additional Client $49.00 ea
  • Does not include installation
  • Does not include support
    • Optional Support Plan
  • 4 hour
  • 8 hour
  • 12 hour
    • Pricing Inquiry

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

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

    • Using DataPlus, Act! users can associate data from Act! to Sage BW

  • Create Customer, Vendor and Employee in Sage BW
  • Populate "Customer Number" field in Act! with "Customer Number" field in Sage BW
  • Populate "Vendor Number" field in Act! with "Vendor Number" field in Sage BW
  • Populate "Employee Number" field in Act! with "Employee Number" field in Sage BW

    • Using DataPlus, Act! users can data-mine a wealth of information from Sage BW

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

  • [PDF] Sage BW Info
    • DataPlus Installation KB

  • KB:

    • Yearly Subscription ❓
  • 1 Server/Client $510.00
  • Additional Client $49.00 ea
  • Does not include installation
  • Does not include support
    • Optional Support Plan
  • 4 hour
  • 8 hour
  • 12 hour
    • Pricing Inquiry
    Using DataPlus, Act! users access critical and statistical information from Sage 500 in Act fields for Customers, Vendors and Employees!

  • Company and Contact Level
  • Customer and Vendor Contact linked to Company
  • New Customers, Vendors, Employees in Sage 500, that are not in Act! are pushed to Act! throughout the day
  • Statistical data pushed daily
  • Act field data available to network, web, mobile and remote users

    • Using DataPlus, Act! users can associate data from Act! to Sage 500

  • Create Customer, Vendor and Employee in Sage 500
  • Populate "Customer Number" field in Act! with "Customer Number" field in Sage 500
  • Populate "Vendor Number" field in Act! with "Vendor Number" field in Sage 500
  • Populate "Employee Number" field in Act! with "Employee Number" field in Sage 500

    • Using DataPlus, Act! users can data-mine a wealth of information from Sage 500

  • Drill down "live" data is available for all years from Sage 500
  • Security access controls for Sage 500 data in Act!
  • Sage 500 drill down data remains in your network (don't let your critical accounting data leave the office)

    • Act Fields
    ×
    ×
    ×
    ×
    ×
    ×
    Drilldown
    ×
    ×
    ×
    ×
    ×
    DataPlus Installation KB

  • KB: Knowledge Base

    • Yearly Subscription ❓
  • 1 Server/Client $510.00
  • Additional Client $49.00 ea
  • Does not include installation
  • Does not include support
    • Optional Support Plan
  • 4 hour
  • 8 hour
  • 12 hour
    • Pricing Inquiry
    Using DataPlus, Act! users access critical and statistical information from QuickBooks in Act fields for Customers, Vendors and Employees!

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

    • Using DataPlus, Act! users can push data from Act! to QuickBooks

  • Create Customer, Vendor and Employee from Act!
  • Edit Customer and Vendor from Act!
  • Create Invoice from Act! Opportunity
  • Create Invoice from Act! custom tables
  • Create Receipt from Act! custom tables
  • Create Invoice from DataPlus tables linked to 3rd party applications
  • Create Sales Order

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

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

  • QuickBooks Partner
  • QuickBooks Developer
  • Integration Since 2012
  • [PDF] QuickBooks Info
    • Act & QuickBooks Information

  • KB: Knowledge Base
  • Act Versions: Premium Only —v15 +
  • QuickBooks Versions: Pro, Premium & Enterprise — 2012 +

    • Yearly Subscription ❓
  • 1 Server/Client $510.00
  • Additional Client $120.00 ea
  • Does not include installation
  • Does not include support
    • Optional Support Plan
  • 4 hour
  • 8 hour
  • 12 hour
    • Pricing Inquiry
    Using DataPlus, Act! users access critical and statistical information from MDGP in Act fields for Customers, Vendors and Employees!

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

    • Using DataPlus, Act! users can push data from Act! to MDGP

  • Create Customers, Vendors and Employees
  • Edit Customers, Vendors

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

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

    • Act Fields
    ×
    ×
    ×
    ×
    ×
    ×
    Drilldown
    ×
    ×
    ×
    ×
    ×
    DataPlus Installation KB

  • KB: Knowledge Base

    • Yearly Subscription ❓
  • 1 Server/Client $510.00
  • Additional Client $49.00 ea
  • Does not include installation
  • Does not include support
    • Optional Support Plan
  • 4 hour
  • 8 hour
  • 12 hour
    • Pricing Inquiry

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

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

    • Using DataPlus, Act! users can associate data from Act! to Evo ~ ERP

  • Create Customer, Vendor and Employee in Evo ~ ERP
  • Populate "Customer Number" field in Act! with "Customer Number" field in Evo ~ ERP
  • Populate "Vendor Number" field in Act! with "Vendor Number" field in Evo ~ ERP
  • Populate "Employee Number" field in Act! with "Employee Number" field in Evo ~ ERP

    • Using DataPlus, Act! users can data-mine a wealth of information from Evo ~ ERP

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

    • Act Fields
    ×
    ×
    ×
    Drilldown
    ×
    ×
    ×
    ×
    ×
    DataPlus Installation KB

  • KB: Knowledge Base

    • Yearly Subscription ❓
  • 1 Server/Client $510.00
  • Additional Client $49.00 ea
  • Does not include installation
  • Does not include support
    • Optional Support Plan
  • 4 hour
  • 8 hour
  • 12 hour
    • Pricing Inquiry
    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
  • Act field data available to network, web, mobile and remote users

    • Using DataPlus, Act! users can push data from Act! to e-automate

  • Create Customers, Vendors and Employees
  • Edit Customers, Vendors

    • Using DataPlus, Act! users can data-mine a wealth of information from e-automate

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

    • Act Fields
    ×
    ×
    ×
    ×
    ×
    ×
    Drilldown
    ×
    ×
    ×
    ×
    ×
    DataPlus Installation KB

  • KB: Knowledge Base

    • Yearly Subscription ❓
  • 1 Server/Client $510.00
  • Additional Client $120.00 ea
  • Does not include installation
  • Does not include support
    • Optional Support Plan
  • 4 hour
  • 8 hour
  • 12 hour
    • Pricing Inquiry
    Using DataPlus, Act! users access critical and statistical information from SAPOne in Act fields for Customers, Vendors and Employees!

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

    • Using DataPlus, Act! users can push data from Act! to SAPOne

  • Create Customers, Vendors and Employees
  • Edit Customers, Vendors and Employees

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

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

    • Act Fields
    DataPlus Installation KB

  • KB: Knowledge Base

    • Yearly Subscription ❓
  • 1 Server/Client $510.00
  • Additional Client $49.00 ea
  • Does not include installation
  • Does not include support
    • Optional Support Plan
  • 4 hour
  • 8 hour
  • 12 hour
    • Pricing Inquiry
    Using DataPlus, Act! users access critical and statistical information from Syspro in Act fields for Customers, Vendors and Employees!

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

    • Using DataPlus, Act! users can associate Customers, Vendors and Employees between Act! and Syspro

  • Create Customer, Vendor and Employee in Syspro
  • Populate "Customer Number" field in Act! with "Customer Number" field in Syspro
  • Populate "Vendor Number" field in Act! with "Vendor Number" field in Syspro
  • Populate "Employee Number" field in Act! with "Employee Number" field in Syspro

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

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

    • Act Fields
    DataPlus Installation KB

  • KB: Knowledge Base

    • Yearly Subscription ❓
  • 1 Server/Client $510.00
  • Additional Client $49.00 ea
  • Does not include installation
  • Does not include support
    • Optional Support Plan
  • 4 hour
  • 8 hour
  • 12 hour
    • Pricing Inquiry

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

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

    • Using DataPlus, Act! users can associate Customers, Vendors and Employees between Act! and medisoft

  • Create Customer, Vendor and Employee in medisoft
  • Populate "Customer Number" field in Act! with "Customer Number" field in medisoft
  • Populate "Vendor Number" field in Act! with "Vendor Number" field in medisoft
  • Populate "Employee Number" field in Act! with "Employee Number" field in medisoft

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

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

    • Act Fields
    ×
    http://datapluscrmsolutions.com/screenshots/medical/medisoft/screenshots/Provider.jpg
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    ×
    DataPlus Installation KB

  • KB: Knowledge Base

    • Yearly Subscription ❓
  • 1 Server/Client $510.00
  • Additional Client $49.00 ea
  • Does not include installation
  • Does not include support
    • Optional Support Plan
  • 4 hour
  • 8 hour
  • 12 hour
    • Pricing Inquiry
    Using DataPlus, Act! users access critical and statistical information from MR8 in Act fields for Customers, Vendors and Employees!

  • Company and Contact Level
  • Customer and Vendor Contact linked to Company
  • New Customers, Vendors, Employees in MR8, that are not in Act! are pushed to Act! throughout the day
  • Statistical data pushed daily
  • Act field data available to network, web, mobile and remote users

    • Using DataPlus, Act! users can associate Customers, Vendors and Employees between Act! and MR8

  • Create Customer, Vendor and Employee in MR8
  • Populate "Customer Number" field in Act! with "Customer Number" field in MR8
  • Populate "Vendor Number" field in Act! with "Vendor Number" field in MR8
  • Populate "Employee Number" field in Act! with "Employee Number" field in MR8

    • Using DataPlus, Act! users can data-mine a wealth of information from MR8

  • Drill down "live" data is available for all years from MR8
  • Security access controls for MR8 data in Act!
  • MR8 drill down data remains in your network (don't let your critical accounting data leave the office)

    • Act Fields
    DataPlus Installation KB

  • KB: Knowledge Base

    • Yearly Subscription ❓
  • 1 Server/Client $510.00
  • Additional Client $49.00 ea
  • Does not include installation
  • Does not include support
    • Optional Support Plan
  • 4 hour
  • 8 hour
  • 12 hour
    • Pricing Inquiry
       
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