MaxPal – Linking Maximizer and Pastel
The cherry on top!
The Upgrade to MaxPal "Export" Version 13.14.0 of 12
March 2015 for
Maximizer 12/13 and Pastel Partner 14 (2015) is available for download (see below). Do not use earlier versions of MaxPal with
Pastel Accounting 2013 and later!
This stripped-down version does not write directly to Pastel files, instead it
produces CSV files of Customers and invoices that you have to import into
Pastel. Pastel changed their file structures in 9.2.1: Using earlier versions
of MaxPal may corrupt your Debtors (Customer) file.
Click here for details of the latest enhancements.
For pricing, see Prices below.
To get a copy, go to Downloads below.
What does the program do?
MaxPal (previously called "Pastelizer") is a utility that links
the popular Maximizer contact management system and Pastel Accounting.
Maximizer’s Client details (new entries and changed details) are
transferred into Pastel’s Customer database, while a wealth of Pastel's
financial information can be brought back from Pastel to Maximizer.
Your sales team enters prospects and customers into Maximizer. Once
MaxPal is installed, your financial department does not need to be
concerned with manually making changes of address and/or new customers’ details – they
will come through from Maximizer into Pastel with a simple import.
MaxPal can also bring a wealth of selected information from Pastel into
Maximizer so that your sales staff can see the status of a customer's
account at a glance without having to run Pastel.
The Billing options allow you to create monthly or annual invoices in
Pastel, or quote and invoice in Pastel as required based on codes you
input in Maximizer. The Pastel Document Numbers and Dates can be written
into Maximizer user-defined fields as confirmation.
MaxPal can be run manually, or can be configured to start automatically
in background mode and check details periodically. You have the ability
to select all Clients from Maximizer, or make a selection based on
Maximizer’s user-defined fields, or select new clients only. The Program
uses an intelligent pattern matching process to determine if the
Maximizer client already exists in Pastel under a different name. If
unsure, it will ask you to make the final decision.
comes with extensive on-line context-sensitive HTML Help.
When MaxPal is first run, it will be in “DEMO” mode until registered.
Data transfer will be restricted to 30 Clients only, of which not more
than 5 will be updated at a time. Billing will be similarly limited. To
access all features of the full program, you enter an unlocking code
obtained from us.
MaxPal is provided with a user-friendly Setup program and can be
installed and uninstalled in the usual way. No matter how many Pastel
users the user has, only one copy of MaxPal is needed to connect the
Setting Up & Importing
Setting up the import process is “Wizard” driven, so you can click Next
>> or << Back to move between the screens.
When MaxPal's main screen appears you see two folder lists. Select the
Maximizer Database folder of the clients you wish to import, and the
folder in which your set of Pastel accounts is stored. You must have Maximizer running first, and the Program will
automatically use the Maximizer Address Book that is open at the time
(but will warn you if you are using a different address book to the
You can specify that all, or only certain Maximizer clients are to be
imported, depending on the value in a Maximizer user-defined field. For
example, it may be that you enter prospective customers into Maximizer
and have a user-defined field "Pastel Customer". When a prospect becomes
a customer you fill in "Y" in this field.
You may further specify that only Clients that have not previously been
imported into Pastel, or Clients whose information has changed since the
last import, are included in the import.
The customer's account number can be specified in Maximizer for transfer
to Pastel, or created in Pastel and transferred back to Maximizer.
The Program can warn you if the account number no longer matches in both
An extensive list of data (71 fields) can be transferred from Pastel to
Maximizer: Customer Balance, Customer Credit Limit, "Is Account
Blocked?", Monthly Account Aging (Current/30/60/90/120+ days), Monthly
Sales and Balances, User-Defined Fields 1-5, and many more!
You may save the settings into a Template file for later re-use. This is
particularly useful if you have more than one set of Pastel accounts or
multiple Maximizer databases.
In Background Mode, MaxPal updates Pastel’s Customer information
automatically at set time intervals. MaxPal can be set to Run
Automatically at Start-up, i.e. to start whenever Windows is started,
and to run specified templates.
Billing from MaxPal
MaxPal has two billing features: Recurring and "On-Demand" (casual)
Recurring Billing is ideal for organizations that do repeat invoicing
for memberships, service contracts, etc. Billing can be done monthly, or
annually the month before the anniversary of joining, and can take place
on or after a specific date in the month, the last day, or last weekday.
In Maximizer, you create different categories at different prices.
With on-demand (casual) billing you bill as and when required. This is
activated by putting codes that you define into Maximizer User-Defined
Fields. The items billed are drawn from Pastel's inventory. Not only
invoices, but also quotes, pro-forma invoices, debit and credit notes
can be created in this way.
In both cases, MaxPal writes the documents to a CSV file. You
import this into a Pastel batch
ready to be printed and posted.
Cost of Licenses:
You only need one copy of MaxPal no matter how many Maximizer or Pastel
Users you have, so MaxPal is not priced per user, but according to the
number of Maximizer Clients you want to transfer to Pastel. This allows
you to start small and grow as required. The Billing Option costs 25%
more than standard.
MaxPal now comes with an Annual Software Maintenance fee. This fee, billed
annually on the anniversary of initial purchase, ensures that you are
always eligible to install the latest version. Fees are as
follows (effective July 2012):
Prices are in South African Rand, valid in Africa only, exclude VAT
and shipping, and are subject to change without prior notice.
Please enquire about prices elsewhere.
Up to 1000 Debtors
Up to 5000 Debtors
NFR* (Dealers only):
For a New Purchase you pay the Base Fee on
You then pay the Annual
for subsequent years and all upgrades
are included in the price.
"Billing Option" price to the "Standard" price if you require
The cost to increase the number of debtors or add Billing at a later
stage, is the difference between the two prices.
Dealer price (resale): Retail as above less 25%. Dealer referral
(we close the sale): 15% of Retail.
*Not-for-resale (NFR): Prices as above, available only to registered
Maximizer or Pastel dealers.
Prices are in South African Rand, exclude VAT, and are
valid for Africa only.
South African purchasers: Please add
Purchasers in the rest of Africa: Please add R100 for
Prices in US Dollar, Euro, and Pound Sterling are
approximately 25% higher:
e-mail us for details.
are subject to change without notice. E&OE.
Pay Nothing Now!
MaxPal now, run it in Demo mode for as long as you like - when you are happy
with it, register by e-mail using the pop-up form in the program and pay
for only the capabilities you need.
MaxPal comes with full on-line Windows Help.
If you want more details about the program you can download just the
Help file for version 11.11.0 (it can be used from your C: drive without
Download Help File
MaxPal.chm of 19 March 2013 (245 KB).
Download the Full Package Here:
Note: If you are already
have MaxPal installed and are just changing to a new version, you only
will only work with the correct versions of Maximizer and Pastel!
To find out which version of Maximizer or Pastel you have, run that
program and click Help > About.
Maximizer version numbers mentioned here apply to all desktop editions (Personal (PE),
Entrepreneur, and Enterprise).
For Pastel Partner 12 (2013) with Maximizer
10, 10.5, or 11:
Download MaxPal 11.12.0 Full Installation (3.01 MB)
of 13 March 2013 and then download the upgrade to MaxPal 12.13.0 of 12 March
2015 from below.
Earlier versions are available on application. For an upgrade to a later version, see below.
If you are
running Windows XP or Vista, make sure you have a high enough security
level to install software.
The file is a
self-extracting (exe) file. Download it to a temporary folder,
Run it (double-click in Explorer or "My
Computer", or use Start > Run) and let it Unzip to a temporary folder.
and follow instructions.
Now scroll down and download and install the upgrade for the version
of Pastel (probably 2011) that you are running.
In keeping with Pastel's tradition of always being a step behind, Pastel
2007 (released in 2006) uses Pervasive SQL 8.5, whereas
Maximizer 9.0 uses Pervasive SQL 9.0.
You can either run them on different PCs, or make certain settings to
Pervasive (available from us) to enable Pastel 2007 to run with it.
Pastel will run more slowly than with Pervasive 8.5. Maximizer 10
and later run on Microsoft SQL Server, while Pastel 2015 (14) still runs
on Pervasive SQL 10, the latest
Download an Upgrade Here:
If you have already installed any earlier version of MaxPal or Pastelizer, you can upgrade your EXE and Help only:
For Pastel Partner 14 (2015) with Maximizer 12 or 13:
Download MaxPal 13.14.0 "Export" Upgrade of 12 March 2015 (801 KB) now!
- If you are running Windows XP or Vista, make sure you have a high enough security level to install software.
- The download is a self-extracting (exe) file. Download it to your MaxPal program folder
(normally "C:\Program Files\MaxPal",
but on a 64-bit PC it will probably be "C:\Program Files
(x86)\MaxPal". Make sure you know which one is correct!)
- Locate the file in Windows Explorer (Windows key ÿ + E) or "My Computer".
- Run it as Administrator (right-click and choose "Run as
- Click Unzip and let it unzip to the same folder. This will replace MaxPal.exe and MaxPal.chm.
- You can then delete the downloaded file.
Note: The names "Maximizer", "Softline",
"Sage", "Pastel", and "Idiots" are the trademarks of their respective owners.
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