SyncLinx is an application we offer that bridges the gap between Maxwell Systems Management Suite and ExakTime and allows you to import Maxwell 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 Maxwell. If you would like steps on setting up AccountLinx and exporting your time data into Maxwell, 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 Maxwell support. We will try to assist you as much as we are able, but there are aspects of the Maxwell that are out of our area of expertise and your questions may be better served by Maxwell support or your trusted contact to answer/assist.
As Maxwell 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 Maxwell
- Open SyncLinx if not already open.
- Go to Tools at the top and click Select Data Source.... This should open a window with a list of available data source options.
- Select "Maxwell Systems Management Suite" and click OK.
- A warning may appear saying that there is a connection error. This is expected if the SyncLinx connection to Maxwell has not been made on the computer. Click OK on the warning.
- A window should open to set up the settings for the Maxwell data importer. Click Connection.
- A Connection Setup window should open. In the Connection Setup window, set up/enter the following information:
- DSN
- Driver
- User ID
- Password
- Save the connection.
- You can save your changes until you return to the main page of SyncLinx or adjust any of the other importer settings for Maxwell.
Importer Settings for Maxwell
SyncLinx offers a few options for Maxwell that may help when importing certain entities into ExakTime.
- Go to Tools at the top and click Maxwell Management Suite Settings....
- The following options will be available:
- Data Connection
- Set up the connection between SyncLinx and your Maxwell system.
- Company Selection
- Select the company you want to import data from.
- General
- Import Cost Codes per Job - Enable to set up the location viewset upon import based on the Maxwell Task Codes.
- Data Connection
- Save your changes.
Importing Entities with SyncLinx
When importing your entities, it is advised to import the information in the following order for Maxwell:
- Employees
- Cost Codes
- Locations
If the option to "Import Cost Codes per Job" has been enabled, SyncLinx will set the viewset for a location to match the cost codes assigned to a job in Maxwell. After a job in Maxwell is imported into ExakTime Connect as a location, it will compare the cost codes assigned to the job in Maxwell 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.
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.