Pastel Accounting Link Manual

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MappingAfter creating the connection between ACT! and Pastel Partner it is required to map thefields to ensure that the data from the Pastel Partner database imports into the correct ACT!fields.Click on the Accounting Link menu and select the Mapping Fields option.The Pastel Accounting Mapping Data Fields window displays:You can use the default mapping fields or you can create your own mapping fields.16
The following table contains a list of fields within the Default Mapping Setup Wizard:ACT! Pastel Supplier Pastel CustomerCountry PostAddress05 PostAddress05Address 1 PostAddress01 PostAddress01Address 2 PostAddress02 PostAddress02Phone Telephone TelephonePostcode PostAddress04 PostAddress04ID/Status RecordType RecordTypeCompany SupplDesc CustomerDescContact Contact ContactHome Country DelAddress05 DelAddress05Home Address 1 DelAddress01 DelAddress01Home Address 2 DelAddress02 DelAddress02Home Address 3 DelAddress03 DelAddress03Home Postcode DelAddress04 DelAddress04Mobile Phone Cellphone CellUser 1 UserDefined01 UserDefined01User 2 UserDefined02 UserDefined02User 3 UserDefined03 UserDefined03User 4 UserDefined04 UserDefined04User 5 UserDefined05 UserDefined05Click on the Save button when you have completed mapping the fields.Click on the Close button to exit the mapping window.17
Page 1 and 2: Pastel Accounting LinkVersion 2011.
Page 3 and 4: Pastel Accounting LinkTable of Cont
Page 5 and 6: InstallationAfter downloading the P
Page 7 and 8: The Pastel Accounting Link will be
Page 9 and 10: SetupAfter installation of the Past
Page 11 and 12: Click on the Accounting Link menu a
Page 13 and 14: Click on the Ellipse (...) button a
Page 15: Click on the Finish button to compl
Page 19 and 20: Enter a Field name and select the F
Page 21: Step 3: Map the Custom FieldsTo set
Page 24 and 25: Your mapping should display as foll
Page 26 and 27: Importing Partner ContactsUse the P
Page 28 and 29: A message displays, informing you t
Page 30 and 31: Corresponding record in ACT!To crea
Page 32 and 33: Link the current ACT! contact to an
Page 34 and 35: Select whether you want to allow up
Page 36 and 37: Select the “Link all ACT! contact
Page 38 and 39: The Pastel Accounting Link will dis
Page 40 and 41: Creating Partner record from Existi
Page 42 and 43: Click on the Next button.42
Page 44 and 45: Select Yes if you want to allow upd
Page 46 and 47: Now select a synchronisation and/or
Page 48 and 49: Updating specific / single contact
Page 50 and 51: Click on the OK button to start the
Page 52 and 53: Outstanding QuotesBack Orders52
Page 54 and 55: View Summary of Updated ContactsGo
Page 56: ACT! Contact FieldPartner Descripti

Pastel Accounting Link Manual

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