DataLink- Pulling Additional ACT! Fields into QuoteWerks

Setup

To setup the DataLink, click on Contacts-> Setup Contact Manager menu selection. Highlight (if not already highlighted) ACT! and click on the [DataLink Setup] button on the window.

The DataLink Setup window will open. If you have not created a DataLink yet, the field will be blank:

Create, Edit, Delete DataLinks

The three icons on the top left of the window will allow you to create (), edit (), and delete () DataLinks.

Creating a new DataLink
In the following example we are going to walk through how to pull an ACT! field into QuoteWerks. You can pull a variety of fields through the DataLink mapping window. However, you will need to create a new DataLink for each field you would like to populate in the QuoteWerks.
Step 1: Click on the create () button.
Step 2: On the next window (DataLink Mapping), change the first drop-down menu to CRMOppHeader_CreateUpdate to choose to pull a DocumentHeader field from the ACT! Opportunity into QuoteWerks or choose CRMOppItem_CreateUpdate to pull an item related field from the ACT! Opportunity into QuoteWerks. You can also pull additional contact fields from ACT! using the RetrieveSoldTo, RetrieveShipTo, RetrieveBillTo options as well.

For our example we are going to pull the customer ID when we pull a contact into QuoteWerks. Select RetrieveSoldTo option.

Step 3: Under the External System ID field, change the drop down to ACT!.

Step 4: On the next field of Assign Field Mapping click on the radial button for Read into QuoteWerks.

Step 5: The drop down for External System Field as Source will list the fields available from ACT!. Select the field you would like to pull from ACT! into QuoteWerks.

Step 6: Once your External System Field as Source is selected, choose the QuoteWerks field that you would like the data from ACT! to populate in the QuoteWerks Field as Destination.

Step 7: Click [Ok] to complete the DataLink Mapping.

Tip:

Act! does not respect the order in whihc line items are written into the Act! Opportuntity. You can create a new DataLink using the field &DI_&LineNumberActualPadded with the action of CRMOppItem_CreateUpdate event to map this to a custom text field in the Act! Opportunity Line Items. This will let you click on the column heading and sort by this field.

Editing an existing DataLink
To edit an existing DataLink, highlight the link and click on the edit () button. This will open the DataLink Mapping window and allow you to change any of the fields previously set for that DataLink.

Deleting an existing DataLink
To delete an existing DataLink, highlight the link and click on the delete () button. This will remove that specific DataLink from your system. Please note, this cannot be undone.

Disabling a DataLink

Disabling a DataLink will let users disable the DataLink from working without having to remove the link. This is very useful if you need to stop a DataLink from working for a period of time, but do not want to remove it from the DataLink list.

To disable a DataLink, highlight the DataLink and click on the checkbox for Disable DataLink. Uncheck it to re-enable the DataLink.