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Sage ACT! 2012 and Google Integration

by on ‎03-07-2012 08:41 AM (14,180 Views)

And so the Google Contacts, Google Calendar and Google Mail integration with Sage ACT! 2012 had no issues woriking against the @sagedemos.com domain I setup and configured for Google Apps.  

 

This was great, becasue I really like to use Google for mail and it's very convenient to use Google Talk integrated with my contacts when I'm on the road, but I hated having my business e-mails come from an @gmail.com domain.

 

One of the most common questions I get related to the Google Integration with ACT! is; how can I limit my users to what (if any contacts) I want to allow them to sync to Google.  This one is easy - because if you log into ACT! as a manage or admin user you have an option to manage sync sets that are available to standard users in ACT!.  The sync sets can be available to all users or only to specific users, so I can ginve Suzanne access to integrate all of her customers, but limit Brandon to only contacts marked private, and Paul doesn't get any sync sets so he can't send any contacts out of Sage ACT! to Google (this is also available in Outlook contact sync).

 

In the majority of cases the Google Integration with Sage ACT! is setup and go, but in one of the offices I work out of they use a pretty restrictive network setup which doesn't allow the e-mail integration from Google.  It takes a little tinkering, but you can setup the Google integration to use a proxy server which let's me get my e-mails recorded to history even when I'm on the locked down domain.

 

 

 

 

Comments
by
on ‎03-10-2012 07:39 AM

Allen, have you seen the issue where Google will automatically merge contacts that it thinks are duplicates ... even though the records are very different?

 

I've witnessed this personally and there are plenty of reports of this around the web ... and even worse if you sync to a phone.

 

No-one seems to know the criteria it uses to determine the records are duplicates

 

There are also plentry of reports of Google randomly duplicating records many times.

 

Of course, if syncing with ACT!, while this might not have been caused by ACT!, it will cause data loss/duplication that harms it's use.

 

I know some of the causes of the outlook sync causing these... but haven't had the time to nail down the Google issue as it doesn't seem that ACT! is the culprit.

 

As a suggestion, it would be really useful to have an option (both Outlook and Google) to sync only one direction (from ACT!) with an additional function to completely wipe the other system and resend fresh data from ACT!

 

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Australia
http://about.me/GLComputing
http://Blog.GLComputing.com.au
http://twitter.com/GLComputing

GL Computing Facebook Page - http://www.facebook.com/GLComputing
LinkedIN ACT! Fanatics Group - http://www.linkedin.com/groups/ACT-Fanatics-49896

by
on ‎10-15-2012 09:57 AM
Moved to Sage ACT! discussion board for greater exposure
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