Knowledge Base: App-Specific Help
How do I setup Handheld Contact API?
Posted by Craig S, Last modified by Craig S on 23 March 2020 09:10 PM

This article will explain how to setup the new Handheld Contact API software.

iOS (iPhone/iPad):

  1. Go to this page in order to create a new Handheld Contact API account.  Note: This cannot be the same username (email address) as an existing Handheld Contact Classic username.  If the same username is required, please CLICK HERE to disable the Classic account.
  2. After the account is created, verify the email address.  An email will be sent to the username with a link to click on.
  3. If you do not receive this email and need to resend it, please CLICK HERE.
  4. Once the email address is verified proceed to the Act! database.
  5. Handheld Contact API will synchronize using Act! Groups.  NOTE: ONLY 1 GROUP CAN BE SELECTED TO SYNC WITH.  Therefore, it is best to create this Group in advance.
  6. For additional assistance with Groups, please CLICK HERE for a video of creating custom Groups.
  7. CLICK HERE in order to download the Handheld Contact API software.  You can also visit www.handheldcontact.com/api from your device.
  8. Launch Handheld Contact API.
  9. If prompted by Apple: "'HHC Api' Would Like to Send You Notifications", choose 'Allow'.
  10. Enter the 'Act! server address url'.  Note: This address does not match your Act! for Web login URL.  It typically will end with 'act.web.api'.  If you do not have this address, please contact your Act! hosting provider.
  11. Enter the 'Act! database name' that is used to log into Act!.
  12. Enter your 'Act! username' and 'Act! password' (if you have one).
  13. Press 'LOGIN' button to continue.
  14. Enter the 'HHC username (email address)' as created from Step 1 above.  As well as the 'HHC password'.
  15. Press 'LOGIN' button to continue.
  16. Choose the Group to sync with.  This may be the same Group from Step 5/6 above.
  17. Press Next.
  18. A list of custom fields (from the database in Step 11) will appear.  If any additional custom fields are to be synced, toggle them ON.
  19. Press Next.
  20. To enable Opportunities, toggle the switch ON.  Note: Handheld Contact API will download only Open Opportunities by default.  To get all status types, toggle 'Open Opportunities' OFF.
  21. Press Next.
  22. Begin the initial download by pressing the 'START DOWNLOAD' button.
  23. When the download is completed, press Next to be taken to the Handheld Contact API Dashboard.

Android:

(Not available at this time!)