When installing/transferring AccountLinx/SyncLinx to another PC at your company, there are a few things that you can do to ensure that everything is working as expected. As your ExakTime Connect stores a bulk of your AccountLinx settings, there are only a handful of settings you should check on your copy of SyncLinx/AccountLinx to ensure a smooth transition to a new PC.
Table of Contents
AccountLinx/SyncLinx Credentials
- Administrators can access these credentials by clicking the
icon for 'Success Center' while logged in to ExakTime Connect. If you do not see the icon, please consult your primary ExakTime administrator who can access the credentials on your behalf.
- Your credentials will be labeled with the company name from our records under the 'Resources Library' section. Click the title or the download icon to download the text file.
Check AccountLinx and SyncLinx Options
Some settings and options for AccountLinx and SyncLinx are local to your PC and may not carry over to the new installation. While some settings carry over to other installations, it's better to be safe than sorry. Either before or after installing AccountLinx/SyncLinx on your new PC, double-check the following settings to see what you may need to carry over:
AccountLinx
Exporter
Double-check the exporter selected for AccountLinx by checking the exporter in the title of AccountLinx. In our example, Foundation is listed.
Exporter Settings
Many of the exporter settings are stored in your ExakTime Connect database, so after selecting the Exporter, the Exporter Settings should carry over. However, it never hurts to double-check your settings. A couple of minutes of double-checking can save a day of headaches.
- Go to Tools and click Exporter Settings. Click Configure in the Exporter Settings window.
- Make a note of the options listed here. Some things to note are payroll settings, credentials for connecting AccountLinx to your payroll system, etc.
Exporter Options
AccountLinx options are stored locally on the computer and may require you to re-enable/disable these options.
- Go to Tools and click Options.
- Go through the tabs and make a note of what is enabled/disabled. If you are unsure of what tabs to focus on, we have listed some common tabs to review in the following step(s).
- Some commonly used tabs you should double-check can be found in the Time & Attendance, and Integration tab.
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Time & Attendance Tab
- A common setting enabled here is "Group employees by category on the time card screen".
- A common setting enabled here is "Group employees by category on the time card screen".
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Integration Tab
- A common setting found here is the Employee/Location/Cost Code ID integration which allows the ID to be used for mapping purposes. If you have noticed that you do not have to do any mappings and encounter little to no issue when exporting for certain accounting packages, then you may have integration enabled.
- A common setting found here is the Employee/Location/Cost Code ID integration which allows the ID to be used for mapping purposes. If you have noticed that you do not have to do any mappings and encounter little to no issue when exporting for certain accounting packages, then you may have integration enabled.
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Time & Attendance Tab
SyncLinx
Importer
Double-check the importer selected for SyncLinx. This can be done by checking the importer in the title of SyncLinx at the top-left. In our example, ComputerEase is listed.
Importer Settings
Many of the importer settings are stored on the local computer, so after selecting the importer, it is best to re-enable the importer settings to match your previous installation.
- Go to Tools and click <Importer Name> Settings.
- Review your imported settings and make note of what is enabled/disabled.
Importer Options
SyncLinx options are stored locally to the computer and may require you to re-enable/disable these options.
- Go to Tools and click Options.
- As the options can depend on your selected importer, it is best to go through the tabs and make a note of what is enabled/disabled.
- A commonly used tab you should double-check is the Update tab. The Update tab controls what information should be updated when updating information for previously imported entities. The options available will be dependent on the Importer.
Install AccountLinx/SyncLinx on New Computer
After gathering the settings of an existing AccountLinx/SyncLinx setup, you can refer to the following article for steps on installing and setting up on a new computer.