Pastel Accounting Link Manual

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Minimum System RequirementsIn order to install and set up the Pastel Accounting Link between your Partner and ACT!databases you will need to ensure that your current installations meet the minimum systemrequirements.The following registered software versions are required:• ACT! Premium 2009 (V11), 2010 (V12) or 2011 (V13)• Partner 2009 (V10) or Partner V11• Pervasive SQL Version 9 and upThe ACT! Accounting module integrates with your Pastel Partner software.IMPORTANT NOTICE: Always perform a backup, on both, your ACT! and Pastel Partnerdatabases before installing and setting up the Pastel Accounting Link.4
InstallationAfter downloading the Pastel Accounting link extract the .zip file to a folder on your desktop.Ensure that both your ACT! and Pastel Partner applications are closed.Double click the folder containing the Pastel Accounting link.Select the setup.exe file.Click on the Next button.5
Page 1 and 2: Pastel Accounting LinkVersion 2011.
Page 3: Pastel Accounting LinkTable of Cont
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 and 16: Click on the Finish button to compl
Page 17 and 18: The following table contains a list
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
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Pastel Accounting Link Manual

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