06-11-2013 11:07 PM
I have Act! 2013 Pro and Instant Accounts 2013. As both products are made by Sage I would have thought it was easier to connect the two programs but am having some difficulty. I would like to create a new Contact in Act and then export that to IA so that I do not have to create a new customer in IA. I have run the Integration set up and can see Customer accounts in Act but cannot find how to import/export Contacts and Customers between the 2 programs. Is this possible?
Thanks in advance for your help.