Link Act! and MYOB EXO

The new MYOB EXO addon for ACT! offers larger organisations a more comprehensive workflow solution for streamlining sales, marketing and accounting information.

Act! plus Xact MYOB EXO addon combines sales and marketing data about your prospects and customers with important account information – LIVE. No synchronisation, no delays. The result is a centralised database that offers a complete view of your contacts, accounts, activities, sales opportunities and overall business performance.

Such intuitive integration eliminates errors, delays, manual intervention and additional paperwork typically associated with multiple databases, allowing your staff to focus on what is important – building relationships and getting results..

Videos

Introducing the Xact Link for ACT! and MYOB EXO
See the world's #1 contact manager - ACT!, integrating with MYOB EXO Business.

Features

All the benefits of the ACT! Contact Manager PLUS...

  • Live integration to EXO Business.

  • New! View line item stock details including selling price, stock quantity and narratives on a per line item basis

  • New! Set which cost (Average, Latest, Base) is to be assigned to stock items when they are added to an opportunity.

  • Convert an ACT! Opportunity to a MYOB EXO Quote

  • Access the MYOB EXO stock list direct from the ACT! Opportunities view

  • Email or print any type of Order or Opportunity using highly customisable templates

  • Works with MYOB EXO pricing rules and policies

The MYOB EXO integration with ACT! is continuously evolving to meet the specific needs of its users. We consider all feedback about how this product can be improved and will continue to add functionality incrementally throughout the life of the product.

System Requirements

Client machine requirements:

  • SQL Server Native Client 10.1

  • A Compatible version of ACT! (ACT! 2010 and above)

  • A Compatible version of MYOB EXO (MYOB EXO 7.0 and above)

  • Mixed Mode Authentication

  • Modifying the ACT! database schema to Introduce custom tables to store the encrypted user Access System data.

  • Modifying the ACT products table.

  • Modifying the ACT contact record table to add link field(s)

  • Installation of the link

Pricing

For pricing enquiries email sales@xactsoftware.co.nz

Resources