SyncLinx is used to import entities from a supported accounting/payroll application into ExakTime Connect to help eliminate data entry of entities. When first opening SyncLinx, you will need to complete some basic setup to get SyncLinx connected with your accounting/payroll application.

While we cannot cover every aspect of setting up SyncLinx for all accounting/payroll applications, you can refer to the following section that contains guides for some of the most common applications such as QuickBooks and Sage 100 Masterbuilder.

Table of Contents

• Dedicated Resources
• General Setup 
  • Selecting Data Source
  • Set Up Data Source Connection
  • Importing Entities with SyncLinx

Dedicated Resources

We offer various dedicated resources for setting up SyncLinx with supported payroll/accounting applications to help you start using ExakTime and importing entities. If we do not have a dedicated resource, you can refer to the general steps in the following section to help you set up SyncLinx.

• Acumatica
• COBRA
• COINS
• ComputerEase
• Foundation
• GlobalShop
• Hardhat
• JD Edwards
• Maestro
• Maxwell Systems Management Suite
• Microsoft Dynamics SL (Solomon)
• PENTA
• ProContractor by Viewpoint
• Plexxis
• Procore
• QuickBooks Online
• QuickBooks [Connecting] [Set Up]
• Sage 50 Canadian Edition (API)
• Sage 100 Contractor
• Sage 300 Timberline
• Spectrum Dexter & Chaney
• Vista by Viewpoint
• Workday

General Setup

Selecting Data Source

If SyncLinx has never been set up with a data source to pull entities (employees, locations, and/or cost codes), then you must set up the data source. Depending on the data source, you may need additional information and set up such as:

• Applications like QuickBooks need to be open when using SyncLinx.
• Applications like Foundation & Sage 100 will require server information and credentials.
• Applications that rely on SQL will require valid SQL credentials to read database information. 
• Applications like ComputerEase require additional ODBC drivers to be installed and set up, in addition to valid credentials. 

After confirming that the requirements have been met that would allow SyncLinx to connect:

1. Go to Tools and click Select Data Source....

   

2. Select your accounting/payroll application from the list and click OK.

   

3. Depending on the data source, some additional steps may occur:
   • Additional prompts may appear in QuickBooks to confirm the connection.
   • A connection error prompt may appear as it is unable to connect to your accounting/payroll application. Clicking OK will take you to the "Settings" window to set up your connection.

Set Up Data Source Connection

Applications like QuickBooks offer a streamlined process for third-party applications to directly connect with minimal setup. Other applications, such as Sage 100, require you to enter security credentials before SyncLinx can access the necessary information to populate your ExakTime system. 

1. The data source connection settings will automatically open when you fail to connect when initially selecting your data source like in the previous section. You can also open the settings yourself by going to Tools and clicking <Applicant Name> Settings....

   

2. In the Settings window, click the "Connection" or "Connection Setup" buttons to set up the connection with your accounting/payroll application.

   

3. Enter the credentials as necessary for SyncLinx to connect to your company file. This may also require you to specify your server, the ODBC connections, etc. depending on the application we are trying to connect to.
   

Importing Entities with SyncLinx

After selecting and setting up your data source for SyncLinx, you can select the entities to import into ExakTime. Refer to the following article on how to use SyncLinx to import the desired entities.