Note: Prior to configuration of QSales for Act plugin, please ensure you have setup the QSales API and you have the QSales API Url and Password. Please see this article: https://kb.act4work.com/index.php?solution_id=1085
Setting Up QSales for Act plugin
- After installing QSales for Act, launch Act and log in to Act as an Administrator. Enter your serial number to activate or run the program in trial mode.
- When launching QSales for Act v13 for the first time, you will see the QSales for Act Install Wizard. If for some reason you do not see this prompt, you can access the installer from the menu item Tools > QSales for Act Install Wizard.
- If you had QSales v12 or older, select the Existing Act! database radio button. Otherwise, select the New Act! database option.
- On the Web API Settings and Permissions screen, press the Configure QSales Admin Settings button.
- Enter your QSales API Url and passowrd you set up while installing the QSales API. In the User permissions section, press Edit to change permissions for any of your Act users. By default, all users have readonly permissions. Press Save when done.
