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Sage ACT 2011 Outlook Sync Issues

wsg
Copper Contributor
Posts: 16
Country: USA

Sage ACT 2011 Outlook Sync Issues

Hello All,

 

We recently took over support for a small business that is using Sage ACT 2011.  They cannot get the sync functionality to work between Sage and Outlook 2007.  I have found numerous articles on this but have yet to determine if its a server database issue or workstation problem.  Below are specs on what are run on the office computers.

 

Workstation Setup:

Windows XP Pro SP2/SP3

Mix of Office 2007 Home & Student as well Small Business Edition all running Outlook 2007

Around 6 out of 8 users using Sage ACT 2011 Premium

 

Any help or feed back would be greatly appreciated on where to start to solve this issue.

Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: Sage ACT 2011 Outlook Sync Issues

ACT! doesn't have a server based sync, unless using the add-on 123Sync.

Where to start is to identify =what the problem is and what steps they have taken
wsg
Copper Contributor
Posts: 16
Country: USA

Re: Sage ACT 2011 Outlook Sync Issues

So how does it sync then through magic Smiley Very Happy?  They haven't taken any steps to resolve this issue.  They are trying to get the contacts from Sage to import into Outlook Contacts.

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Sage ACT 2011 Outlook Sync Issues

Hello WSG,

Welcome to the Sage ACT! Online Community!

 

Unfortunately, 'Abra Cadabra' doesn't work - lol! 

 

I think what Mike was referring to is that that ACT!/Outlook sync is based through the Workstation.  The locally installed ACT! program will sync with the locally opened Outlook profile.

 

With that in mind, the start to troubleshooting is:

- pick a workstion to concentrate on, don't try to fix them all at once - they may have different issues.

- set up the ACT!/Outlook sync settings (under Tools > Synchronize with Outlook).  Click OK to initiate the sync.

- Check the Task Manager to see if the Act.Outlook.Sync.exe service is running. 

- To help isolate a failure:

  - create a new database on the workstation

  - create a new Outlook profile on the workstation

  - create a few test contacts in each

  - set up sync between the new database and test

 

If the new setup is successful, the original failure will lie within the original database or Outlook profile. 

To further isolate:

- set up the sync between the new database and the original Outlook profile and test. 

- set up sync between the original database and the new Outlook profile and test.

 

 

 

 

Greg Martin
Sage