Services

The Services section of the Configuration Manager (File → Configuration Management → Services) allows you to integrate Acctivate with other services you may utilize, such as Avalara, QuickBooks Payments or Authorize.net, and ShipStation

Avalara

Acctivate can be integrated with your Avalara AvaTax account. See the Avalara integration guide for full instructions on the configuration and usage of AvaTax.

When your AvaTax account is created, you will receive an email containing the information below. If you do not have the information below, you can reset your License Key and an email will be sent to you with the following information:

  • Account Number
  • License Key
  • URL
  • Company Code

Fill in your AvaTax Account Information in Acctivate

  1. In Acctivate, go to File → Configuration Management → Services → Avalara.
  2. Click Edit on the toolbar
  3. Fill in the fields under the Account section (see Setup).
  4. Click Test Connection and ensure that the "Test succeeded." message appears.
  5. QuickBooks Desktop Companies only: Under the QuickBooks section, select the "Avatax line" for the Tax Line Item (see the Configuration section of the Avalara Configuration guide).
  6. Click Save

Payment Processing

Acctivate users that use QuickBooks Payments or Authorize.net can process credit cards directly within Acctivate. QuickBooks Payments can also be used to process eChecks in Acctivate.

Note

QuickBooks Payments is the preferred payment processor for Acctivate due to it's seamless integration with Acctivate and QuickBooks. If you do not currently have a merchant account, we'd be happy to help get you approved and setup with a QuickBooks Payments account. Click Here for more information.

QuickBooks Payments

See the QuickBooks Payments integration guide for full instructions on the configuration and usage of QuickBooks Payments.

  1. In Acctivate, go to File → Configuration Management → Services → Payment Processing.
  2. Click Connect to QuickBooks.
  3. Your browser will open, login with your QuickBooks Payments credentials.
  4. When asked for permission for connecting, click Connect.
  5. Once completed, you can return to Acctivate and close the Configuration Manager.

Authorize.net

See the Authorize.net integration guide for full instructions on the configuration and usage of Authorize.net, including how to obtain the API Login ID and Transaction Key.

  1. In Acctivate, go to File → Configuration Management → Services → Payment Processing.
  2. Click the Connect to Authorize.Net button.
  3. Enter your API Login ID and Transaction Key.
  4. Click Save.

ShipStation

Acctivate can be integrated with your ShipStation account. Once integrated, Acctivate orders can be sent to ShipStation for shipping or sales orders can be imported from ShipStation into Acctivate for processing.

Follow the ShipStation integration guide for full instructions on the configuration and usage of ShipStation.

Integration checklist:

  • Check the Enabled box.
  • Enter the API Key and API Secret values (see the ShipStation integration guide for instructions on how to obtain these).

Additional mappings will be required based on whether you are sending orders to ShipStation, importing orders from ShipStation, or both.

File Storage

Acctivate can be integrated with a Microsoft 365 OneDrive or SharePoint folder. See the OneDrive / SharePoint integration guide for full instructions on the configuration and usage of OneDrive / SharePoint.

Once integrated, files attached to notes and emails or directly to a window in Acctivate will be stored in a shared folder rather than the Acctivate database.

Create a shared folder in OneDrive or SmartVault

  1. In OneDrive or SmartVault, create a folder which will act as the destination/top-level folder for storing files attached in Acctivate. For example, this folder may be named "Acctivate" or "Acctivate Attachments".
  2. Create a share link for Anyone or specific users/groups. It is recommended that this link only provide view access to prevent users from deleting files.
  3. Copy the link and continue with the steps below in Acctivate.

Add the share link to Acctivate

  1. Log into your Acctivate company, then open File → Configuration Management → Service → File Storage
  2. Click Edit
  3. Click the Connect button.
  4. Login to the Microsoft account that was used to create the shared destination folder.
  5. After logging in, you'll be instructed to return to Acctivate. In Acctivate, you will be prompted to enter the direct or sharing link URL for the destination folder you created. Paste the link and click OK.
  6. Click Save.
Note

SmartVault can be used alongside Microsoft 365 for file storage.

When both are enabled, note and email attachments will use Microsoft 365. However, when attaching files to a window, you have the choice to use Microsoft 365 or SmartVault.

See the OneDrive / SharePoint integration guide for full instructions on the usage of OneDrive / SharePoint.