Sync iPad with Act!

Sync Act! contacts, calendar activities, contact notes and histories, to-dos and opportunities with iPad

90-day money-back guarantee Free email & phone support Free updates Install on up to 3 PCs

You need CompanionLink Express or CompanionLink Pro!

Buy Express
(One-time license)
$79.95
Buy Pro
(One-time license)
$129.95
Subscribe to
Express
(3-mo. subscription)
$24.95
Subscribe to
Pro
(3-mo. subscription)
$34.95

With CompanionLink Pro, you can sync more devices, more Act! fields, and do real-time sync between Act! and Outlook.
Learn More

What's unique about our sync solution?

  • Syncs an unlimited number of records
  • Comes with DejaOffice, a free iPad app that works like Act!
  • Offers cloud-free and cloud sync options (Local Wi-Fi, Wireless via Cloud)
  • One-time license option (no annual fees)
  • Works with your phone's Caller ID
  • Works with all versions of Act! (ACT! 3.0 and later) and Windows (XP and later)
  • Includes free US-based phone support
  • Full 90-day money-back guarantee
Sync with Sage ACT!Sync iPad with your PC
Product Features Express Pro
Device Profiles 2 5
Realtime sync between Act!, Outlook, and Lotus Notes (DoubleLook/DoubleNotes mode) -
Sync multiple folders/databases to the same device -
Sync Act! Opportunities -
Sync Act! Secondary Contacts -
Advanced activity mapping for Act! - sync activities by type to the calendar or task list -

Learn more about CompanionLink Pro

"After 15 days of fussing around with other inferior products, I’ve come home to CompanionLink."

Herb D
Customer

Choose your sync method:

Local Wi-Fi Sync

iPad Wi-Fi Sync iPad Sync via Google iPad Secure Wireless Sync iPad USB Sync

How It Works - Wi-Fi Sync

CompanionLink will sync Act! with your iPad or iPad mini. And we'll do it over-the-air using your local Wi-Fi network (like a home or office network). You get the benefits of over-the-air sync within the security of your Wi-Fi network.

CompanionLink installs on your PC and works together with a free CRM app for iPad and iPad mini. The app is called DejaOffice and is available free from the App Store. In addition to sync functionality, DejaOffice gives you business-class contacts, calendar, tasks and memos on your iPad.

Learn more about DejaOffice at www.dejaoffice.com

IMPORTANT: sync only works within your local Wi-Fi network. You cannot sync over the internet, using your phone's data plan, or when you are outside the range of your Wi-Fi network. Your device and PC running CompanionLink must be on the same local network. Learn how to validate your Wi-Fi connection.

Data We Sync

  • Contacts
    • Syncs all common contact fields, including (but not limited to):
    • Name
    • Addresses
    • Phone numbers
    • Email addresses
    • Birthdays
    • Contact photos
    • Custom fields (up to 9)
    • Contact notes and histories sync to the contact notes field on the device
    • Categories via ID/Status
    • Secondary contacts (Requires CompanionLink Pro )
  • Calendar
    • Calendar Activities - meetings, calls, events, personal activities, vacations, and custom activity types
    • Ring Alarms
    • Recurring and all-day events
    • Contact links to calendar activities
    • Assign appointment types and complete activities from the phone
  • To-dos
    • To-do items sync to the tasks list on the phone
    • Priorities
    • Due dates
    • Opportunities (Requires CompanionLink Pro )
    • Map calendar activities by type to the onboard calendar or tasks list (Requires CompanionLink Pro )
  • Memos (different than the contact "notes" field)
    • Memos created on the handheld device sync to My Record in Act! as contact notes. These notes will appear in Act! with an asterisk (*) as the first character of the note text. To create a new memo in Act!, create a new contact note for My Record with an asterisk as the first character.

What You Need

  • CompanionLink Express or CompanionLink Pro on your PC.
  • Act!.
  • DejaOffice on your iPad or iPad mini. Download DejaOffice from the App Store.

Supported versions of Act!

  • ACT! versions 3.0 - 6.0
  • ACT! by Sage versions 2005 and higher (including the new ACT! 2013):
    • Sage ACT! Premium
    • Sage ACT! Pro
    • ACT! by Sage Standard
    • ACT! by Sage Premium
    • ACT! by Sage Real Estate
    • ACT! by Sage Financial

Getting Started

  1. Install CompanionLink on your PC and configure it to sync to an Apple device, then choose Wi-Fi as your sync method.
  2. Install DejaOffice on your iPad and configure for Wi-Fi sync. Take note of the IP address given (e.g. 192.168.1.101).
  3. Configure CompanionLink with the IP address of your iPad (as shown in DejaOffice).
  4. Select and configure your contact manager, then hit sync!

How It Works - Sync via Google

CompanionLink will sync Act! contacts, calendar, and tasks* with your Google, Gmail, or Google Apps account. This data will then sync automatically and over-the-air with your iPad courtesy of Google's free sync service. With our two-way sync, you have the freedom to edit information on your device, in your Google account, or in Act!.

*Google currently does not sync Google Tasks to the iPad. More info .

Data We Sync

  • Contacts
    • Syncs all common contact fields, including (but not limited to):
      • Name
      • Addresses
      • Phone numbers
      • Email addresses
      • Birthdays
      • Contact photos
    • Contact notes and histories sync to the contact notes field in Google
    • Categories via ID/Status
    • Secondary contacts (Requires CompanionLink Pro )
  • Calendar
    • Calendar Activities - meetings, calls, events, personal activities, vacations, and custom activity types
    • Ring Alarms
    • Recurring and all-day events
    • Contact links to calendar activities
    • Assign appointment types and complete activities from the phone or Google account
  • To-dos (sync to Google Calendar as untimed events)
    • NOTE: CompanionLink provides the option to sync Act! to-dos with Google Tasks or Google Calendar. More info
    • Priorities
    • Due dates

What You Need

  • CompanionLink Express or CompanionLink Pro on your PC.
  • Act!.
  • A Google, Gmail, or Google Apps account.
  • An iPad with a wireless data connection (2G/3G/4G or Wi-Fi)

Supported versions of Act!

  • ACT! versions 3.0 - 6.0
  • ACT! by Sage versions 2005 and higher (including the new ACT! 2013):
    • Sage ACT! Premium
    • Sage ACT! Pro
    • ACT! by Sage Standard
    • ACT! by Sage Premium
    • ACT! by Sage Real Estate
    • ACT! by Sage Financial

Getting Started

  1. Install CompanionLink on your PC and configure it with your Google username and password.
  2. Once configured, hit "Synchronize" and your data will sync between Google and your PC.
  3. Configure your iPad to sync with your Google account. Once configured, your iPad will continuously stay in sync with your Google account.

How It Works - Secure Hosted Sync

Our most robust sync solution, period. CompanionLink will sync Act! with your iPad over-the-air for just $9.95/month (More info ). It works anywhere you have an internet connection on your device.

We use AES-256 bit encryption. CompanionLink does not host your data online; we simply sync information between Act! and your iPad.

CompanionLink installs on your PC and works together with a free CRM app for iPad. The app is called DejaOffice and is available free from the App Store. In addition to sync functionality, DejaOffice gives you business-class contacts, calendar, tasks and memos on your iPad.

Learn more about DejaOffice at www.dejaoffice.com

Data We Sync

  • Contacts
    • Syncs all common contact fields, including (but not limited to):
    • Name
    • Addresses
    • Phone numbers
    • Email addresses
    • Birthdays
    • Contact photos
    • Custom fields (up to 9)
    • Contact notes and histories sync to the contact notes field on the device
    • Categories via ID/Status
    • Secondary contacts (Requires CompanionLink Pro )
  • Calendar
    • Calendar Activities - meetings, calls, events, personal activities, vacations, and custom activity types
    • Ring Alarms
    • Recurring and all-day events
    • Contact links to calendar activities
    • Assign appointment types and complete activities from the phone
  • To-dos
    • To-do items sync to the tasks list on the phone
    • Priorities
    • Due dates
    • Opportunities (Requires CompanionLink Pro )
    • Map calendar activities by type to the onboard calendar or tasks list (Requires CompanionLink Pro )
  • Memos (different than the contact "notes" field)
    • Memos created on the handheld device sync to My Record in Act! as contact notes. These notes will appear in Act! with an asterisk (*) as the first character of the note text. To create a new memo in Act!, create a new contact note for My Record with an asterisk as the first character.

What You Need

  • CompanionLink Express or CompanionLink Pro on your PC.
  • Act! on your PC.
  • DejaOffice on your iPad or iPad mini. Download DejaOffice from the App Store.
  • CL Secure Hosted Wireless service - $9.95/month More info. Activate service during initial CompanionLink Setup

Supported versions of Act!

  • ACT! versions 3.0 - 6.0
  • ACT! by Sage versions 2005 and higher (including the new ACT! 2013):
    • Sage ACT! Premium
    • Sage ACT! Pro
    • ACT! by Sage Standard
    • ACT! by Sage Premium
    • ACT! by Sage Real Estate
    • ACT! by Sage Financial

Getting Started

  1. In the CompanionLink setup, create a new wireless account and enter your payment information.
  2. Open DejaOffice on the iPad, tap Settings, then Sync Settings. Enter your username and password here.
  3. On the PC, hit Synchronize. Once the PC has finished synchronizing, you can tap the Sync button within DejaOffice to pull the fresh sync data down to the phone.

How It Works - Sync via iTunes/Outlook

Apple does not allow CompanionLink to sync directly to the iPad using a USB cable. Instead, CompanionLink will sync Act! contacts and calendar to Microsoft Outlook. Then, iTunes will sync this data to the iPad from Outlook.

However, CompanionLink does not recommend this approach. It requires moving data through Microsoft Outlook and Apple iTunes, which can limit the data fields that sync from Act!. To sync data directly between Act! and iPad, select another Sync Method option.

Data We Sync

CompanionLink will sync contact, calendar, and notes/memos into Microsoft Outlook, so that iTunes can sync this data with your iPad. However, crucial data fields such as categories will not sync through iTunes. For optimal data integrity, we recommend selecting a different Sync Method option, such as local Wi-Fi sync.

What You Need

  • CompanionLink Express or CompanionLink Pro on your PC.
  • Act!.
  • Microsoft Outlook 2003 or higher on your PC.
  • iTunes 7.3 or higher on your PC.

Supported versions of Act!

  • ACT! versions 3.0 - 6.0
  • ACT! by Sage versions 2005 and higher (including the new ACT! 2013):
    • Sage ACT! Premium
    • Sage ACT! Pro
    • ACT! by Sage Standard
    • ACT! by Sage Premium
    • ACT! by Sage Real Estate
    • ACT! by Sage Financial

Getting Started

  1. Install CompanionLink on your PC and configure it to sync Apple iPad Thru Outlook.
  2. Configure iTunes to automatically sync when the iPad is connected.
  3. Run the sync to Outlook from CompanionLink. When finished, connect your iPad and iTunes will sync Outlook data to the iPad.

Screenshots

The CompanionLink home screen makes it easy to see an overview of your sync configuration.

Select the applications you wish to sync - CompanionLink gives you full control over your data.

Select different folders to sync with for each data type - CompanionLink works with your data structure.

"...an excellent product, and now I can see it comes with great support as well."

Marc C
Customer

"Reliable, works as described, is quick and a delight to use."

Geoff A
Customer

"Your product is a miracle - I am EXTREMELY impressed!"

Cynthia L
Customer

CompanionLink Professional
$129.95

CompanionLink Professional gives you advanced configuration options for working with multiple mobile devices and CRM databases.

We recommend Pro if you want to:

  • Sync multiple PC databases
  • Sync multiple devices
  • Advanced sync options for ACT!
  • Realtime sync between two PC databases

Buy now | More info

CompanionLink syncs ACT! contact notes and histories

Contact note items will appear on the handheld device prefaced by the text "(Note)".

Contact histories will appear prefaced by the text "(History)".

To enter a history item on the handheld device, create a contact note prefaced by text in the following format: "m/d/yyyy (History)".

Example:

1/18/2011 (Note) Meeting was held on merger of two...

Any text entered into the contact note that is not formatted as a history item will sync to ACT! as a contact note.

By default, CompanionLink only syncs contact notes from ACT!. You can enable synchronization of ACT! contact histories in CompanionLink, under Advanced Settings -> Note Options.

Secure Hosted Wireless Sync

Sync your database directly to your mobile device - without hosting your data in the cloud.

CompanionLink offers secure and automatic wireless sync of contacts, calendar, tasks and memos for $9.95 per month. We use government-standard 256-bit AES encryption so your data is completely secure. Plus, your data is never hosted in the cloud.

More info on CompanionLink Hosted Wireless Sync

Sync your PC tasks with Google Tasks

CompanionLink offers two options to sync tasks with Google:

  1. Tasks sync to Google Tasks. Your PC tasks sync to Google's native task list, however, Google currently does not sync tasks with any device.
  2. Tasks sync to Google Calendar. Your PC tasks sync to Google Calendar as untimed events. This allows your tasks to sync with your device via the calendar.

Both options are available in CompanionLink 5. If you rely heavily on tasks, we recommend using one of our other sync methods that syncs tasks directly with your device.

Wi-Fi Connection Validation

CompanionLink Wi-Fi sync works when communication is mediated through a local Wi-Fi hub. If either your PC or your Device is not connected to the same hub, then the software will not be able to Sync.

Steps to validate the connection:

1. Be sure your PC and your iPhone/iPad are connected to the Wi-Fi Router. (i.e. Wi-Fi is ON for the phone, and the PC is connected via Wi-Fi or cable to the same local router).

2. Open DejaOffice on the iPhone/iPad. Tap Settings, Sync, select CL Wi-Fi Sync. It will show a check mark. Hit DejaOffice "Home" to go to the main menu.

3. In DejaOffice, click on the "Sync" Icon. It will display a box with an IP Address. Write this down.

4. On your PC, open your web browser. Type in the IP Address in the search window followed by a colon ":" and the number 8090, then press Enter. For instance, for 192.168.0.48 you would type in: http://192.168.0.48:8090

5. On your PC Browser, you should see "DejaOffice Server is running".

This indicates that your PC and iPhone/iPad will be able to successfully connect via CL Wi-Fi Sync.

If you do not see "DejaOffice Server is running", run through the Tech Tips Guide then rerun the test above. Until that test is successful, CompanionLink Wi-Fi Sync will not be able to connect to your iPhone/iPad.