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Running the Account Integration Phone and E-mail Update Utility

Before setting up your Accounting Integration endpoints, you must run the Account Phone Number and E-mail record update utility. This utility creates a record in the ERPPHONENUMBER or ERPEMAILADDRESS table for each phone number and email column in either of the ACCOUNT or CONTACT tables. Those records are mapped back to the original entity column where they originated.

To run the phone and e-mail record update utility

1. On your Administrative Workstation, browse to the ICLegacyPhoneEmailUpdater.exe and ICLegacyPhoneEmailUpdater.config files.
   By default the configuration files are in ...\Program Files\SalesLogix
2. Double-click ICLegacyPhoneEmailUpdater.config to open the file in a text editor of your choice.
3. Scroll to the <connectionStrings> section and change the Initial Catalog value from SALESLOGIX_EVAL to your database alias.
   For example:
   <connectionStrings> <clear/> <add name="Default" connectionString="Provider=SLXOLEDB.1;Persist Security Info=True;Initial Catalog=MyDatabaseAlias;Data Source=localhost;Extended Properties=&quot;PORT=1706;LOG=ON;CASEINSENSITIVEFIND=ON;AUTOINCBATCHSIZE=1;SVRCERT=12345;ACTIVITYSECURITY=OFF;TIMEZONE=NONE&quot;"/> </connectionStrings>
4. Double-click ICLegacyPhoneEmailUpdater.exe to run the utility.
5. Click Create ERP Phone Records to create phone records.
6. Click Create ERP E-mail Records to create e-mail records.
7. Click the Close button.