SyncLinx is an application we offer that bridges the gap between Foundation and ExakTime and allows you to import Foundation entities into ExakTime to quickly get you started and help limit double-entry.

AccountLinx is the other half of SyncLinx and allows you to export your ExakTime time data for Foundation. If you would like steps on setting up AccountLinx and exporting your time data into Foundation, refer to our article that covers connecting the applications and the exporter settings.

If you have any questions or concerns during setup and/or use, you can contact us with the "Request Support" link at the top of the page and we will try to assist as best as possible. Keep in mind, however, that we are not Foundation support. We will try to assist you as much as we are able, but there are aspects of the Foundation that are out of our area of expertise and your questions may be better served by Foundation support or your trusted contact to answer/assist.

As Foundation allows flexibility to fit various needs, we cannot take every unique setup into account. It is advised to read through this article before setting up SyncLinx/AccountLinx to understand what is needed ahead of time.

Table of Contents

• Connecting SyncLinx to Foundation
• Importer Settings for Foundation
• Importing Entities with SyncLinx

Connecting SyncLinx to Foundation

1. Open SyncLinx if not already open.
2. Go to Tools at the top and click Select Data Source.... This should open a window with a list of available data source options.
3. Select "Foundation Software" and click OK.
4. A warning may appear saying that there is a connection error, this is expected if the SyncLinx connection to Foundation has not been done on the computer. Click OK on the warning. 
5. A window should open to set up the settings for the Foundation data importer. Click Connection. 
6. A Connection Setup window should open. In the Connection Setup window, set up/enter the following information.
   • If using Foundation Cloud 
     • Server - Enter the Foundation server. It is generally "sql.foundationsoft.com,9000". The port number may be different.
     • Database - Enter your Foundation database name directly. The database name is generally "cas_<database name>". If you are unsure of the database name, you will generally see it when you try to log in to Foundation.
     • User - Enter your Foundation username/user ID. We generally recommend using a user with the most access.
     • Password - Enter your Foundation password.
   • If hosting Foundation on your own server/PC
     • Server - Enter the Foundation server path.
     • Database - Enter your Foundation database name directly. The database name is generally "cas_<database name>". If you are unsure of the database name, you will generally see it when you try to log in to Foundation.
     • User - Enter your Foundation username/user ID. We generally recommend using a user with the most access.
     • Password - Enter your Foundation password.
7. Click Save then click Save again to return to the main page of SyncLinx.
8. Click any of the "Get Employees/Locations/Cost Codes" options at the top of SyncLinx and double-check the entities that are queried. If the entities are not what you expect, then you may be pointing to the incorrect Foundation database. 

Importer Settings for Foundation

There are two different SyncLinx settings that may help when importing certain entities into ExakTime.

1. Go to Tools at the top and click Foundation Software Settings....
2. There are two options available:
   • Include the ID for Location Names - You can add the location ID before or after the location name in addition to importing the location ID from Foundation into the location ID field in ExakTime.
   • Import Cost Codes per Location - If enabled, will help limit the available cost codes that a location can use when importing your entities.
     • It is generally best to import your cost codes, then the locations as the location will only allow certain cost codes that it can see. If there are no cost codes when locations are imported, it will not be able to specify what cost codes are available for the location.

Importing Entities with SyncLinx

When importing your entities, it is advised to import the information in the following order for Foundation:

• Employees
• Cost Codes
• Locations

If the option to "Import Cost Codes per Location" has been enabled, SyncLinx will set the view set for a location to match the cost codes assigned to a job in Foundation. After a job in Foundation is imported into ExakTime Connect as a location, it will compare the cost codes assigned to the job in Foundation with the cost codes currently in ExakTime Connect and limit what cost codes are available for the location with a viewset. Importing the job before the cost codes may result in the job having the incorrect location viewset. 

If you are receiving error messages and/or are unable to receive a list of entities after clicking "Get Employees/Locations/Cost Codes", but you can establish a connection to Foundation without issue, you may need to review the permissions of the user ID. Try to increase the permissions of the user ID, such as to "Admin", or enter the user ID of a user with higher permissions.

The import process for SyncLinx is standardized for all accounting/payroll applications we integrate with. If you are unfamiliar with using SyncLinx, please refer to the following article.