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XACT LINK for ACT! and MYOB
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In order for "XACT LINK for ACT! and MYOB" to work,

you also NEED ACT! and MYOB.

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What Versions of MYOB and ACT! are required? Click here to find out.

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The Xact Link for ACT! is an application that allows ACT! users to connect to MYOB Products* data files.
This provides ACT! users with the ability to view MYOB customer card record information from within ACT!, as well as the ability to enter / update card details in MYOB from ACT! It’s the first ever link between ACT! and MYOB Products* that allows for creation of invoice, quotes, and sales orders direct from ACT!

Xact Link for ACT! and MYOB Products* is an ACT! plug-in. When installed it operates as a Tab within the contact detail view within ACT! In addition it provides a new menu item within the Tools menu in ACT! The application can work for multi-user or single users.
Establish a workflow between the sales team (front office) and the accounting team (back office). Thus smoothing the sales process and reducing the overhead and inefficiency of passing verbal or written instruction from sales people to accounts people. Provide customer facing sales staff with the ability to monitor a customer’s account, with aged receivables details ( 30, 60, 90 day display). This allows sales staff to assist accounts with credit control, keeping on top of overdue accounts at the time a customer is on the phone requesting another.
Eliminate dual entry of records. Import MYOB account records, in bulk, or individually into ACT! to immediately populate your new ACT! CRM with established records from accounts. A link is created between the ACT! record and the MYOB record so that updating from either product is simple. In updating from ACT! you have the option to view the account record in MYOB prior to committing the changes to MYOB. Enable sales and administration staff to create invoices, quotes and sale orders from the front office. This eases the load on accounting staff and empowers sales people to complete sale documentation independently. In doing so, this process does not compromise the integrity of accounting processes that should remain under accounting staff control.
Key features
  • Import MYOB customer cards into ACT!
  • Export ACT! contact records as customer cards to MYOB
  • Link any ACT! contacts to an MYOB customer card record
  • Update an MYOB card details from within ACT!
  • Create a new customer card in MYOB from an ACT! record with the click of a button
  • View quotes, customer purchase orders (sale orders) and sale invoices of an MYOB card from ACT!
  • Create quotes, customer purchase orders (sale orders) and sale invoices from within ACT!
  • View aged receivables from ACT!
System requirements

The Xact Link for ACT! and MYOB Products* has the same system requirements as ACT!
Compatibility
The Xact Link for ACT! and MYOB Products* is compatible with the following versions of ACT!: (the link is compatible with both the standard and premium versions)

  • ACT! 9
  • ACT! 10
  • ACT! 11
  • ACT! 2010

The Xact Link for ACT! and MYOB Products* is compatible with the following versions:

  • MYOB Accounting 17,18, 18.5
  • MYOB Accounting plus 17,18, 18.5
  • MYOB Premiere 11,12, 12.5
  • MYOB Premiere Enterprise 5,6, 6.5

The Xact Link for ACT! and MYOB Products* is compatible with windows vista and 64bit Windows operating systems.

Note: Although the link is compatible with 64 bit windows and windows Vista, some versions of ACT! may not be compatible, please consult your ACT! documentation or ask your ACT! consultant for details.

The Xact Link for ACT! and MYOB Products* is compatible with the following versions of the MYOB – ODBC write back drivers:

  • NZ ODBC 8 and NZ ODBC 7
  • AU ODBC 8 and AU ODBC 7

* This product has not been endorsed and is not supported by MYOB Australia.

COMING SOON!

Launching in December 2009.

 

"XACT Link for ACT! and MYOB" 30 Day Free Trial Form

Fill out the form and you will be re-directed to a page to download the 30 day free trial version.
A customer representative will be in contact with you.

Field marked with * are mandatory.
* First Name:
* Last Name:
* Country of Residence:
Business Name:
* Contact Numbers(Tel):
Contact Numbers(Mob):
* Email Address:
* What accounting package do you currently use?:
* Does your business currently use ACT! Software?:
If Yes - Which Version of ACT! are you currently using:
(Hold Control key down for multiple selections)
* How did you find us?:
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