Transferring AccountLinx & SyncLinx to a New Computer

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

If you have previously received your AccountLinx/SyncLinx credentials from us, double-check your email inbox as they are still usable. You can search for terms such as Server, Database, Credentials, AccountLinx, etc. Your email should contain text like below:

Server: <server URL>
SQL Authentication should be selected
User ID: <User>
Password: <Password>
Database: <Database Name>

If you do not have your AccountLinx/SyncLinx credentials, you can contact us for them to be emailed. For assistance with this, you can request the credentials with the "Request Support" link at the top of the page.

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 do 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. This can be done by checking the exporter in the title of AccountLinx. In our example, Foundation is listed.

AccountLinx_-_01.png

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.

    AccountLinx_-_Exporter_Settings_-_02.png

    AccountLinx_-_Exporter_Settings_-_03.png

  • Make a note of the options listed here. Some things to note are payroll settings, credentials for connecting AccountLinx to your payroll system, etc.

    AccountLinx_-_Exporter_Settings_-_05.png

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.

    AccountLinx_-_Options_-_00.png

  • 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).

    AccountLinx_-_Options_-_01.png

  • Some commonly used tabs you should double-check can be found in the Time & Attendance, and Integration tab.
    • Time & Attendance Tab
      • A common setting enabled here is "Group employees by category on the time card screen".

        AccountLinx_-_Options_-_02.png

    • 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. 

        AccountLinx_-_Options_-_03.png

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.

SyncLinx_-_Get.png

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.

    SLX_-_Settings_-_01.png

  • Review your imported settings and make note of what is enabled/disabled.

    SyncLinx_-_QuickBooks_Settings.png

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.

    SLX_-_Settings_-_02.png

  • 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.

    SLX_-_General_-_00.png

  • 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.

    SLX_Update_-_01.png

Advanced Alternative for SyncLinx

As many of the settings for SyncLinx are stored locally, you can also copy/paste the SyncLinx settings file from one computer to another.

The SyncLinx Settings file can be found in:

C:\ProgramData\Exaktime\SyncLinx
  • Click the C Drive, typically named Local Disk, from My Computer.

    SLX_-_Transfer_-_00_-_C_Drive.png

  • Navigate to ProgramData, click ExakTime, then click SyncLinx. If a folder is not present, you may need to set your computer to show hidden files/folders. 

    SyncLinx_Settings_Folder.png

  • From the SyncLinx folder, copy the SyncLinx Settings.xml file from the source computer to the new computer in the same location.

    SLX_-_Transfer_-_04_-_Settings.png

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.

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