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Software Agreement

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Software Terms

The following terms (the “Software Terms”) apply to all Orders.

​ 1. Definitions and Interpretation

(a) The definitions set out in Schedule A apply to this Agreement.

(b) In this Agreement: (i) the terms “including”, “include” and “includes” are deemed to be followed by
the statement “without limitation”, and none of these terms will be construed to limit any word or
statement it follows, (ii) headings are for reference only and do not define, limit or enlarge the scope
or meaning of this Agreement or any of its provisions, (iii) a reference to a person includes an
individual, partnership, association, trust, unincorporated organization, society or corporation, (iv)
a reference to a day, month, quarter, or year means a calendar day, month, quarter, or year, unless
the context indicates otherwise and (v) a reference to a statute includes a reference to such statute
and its regulations, all amendments made to the statute and in force, and to any statute or regulation
that has the effect of supplementing or superseding such statute or its regulations.

(a) On acceptance of an Order by Sylogist or Partner (as applicable), and subject to Customer’s  adherence with the Agreement, Sylogist grants Customer a non-exclusive, non-transferable, non sublicensable license to have Authorized Users use and access the Sylogist Software, solely for  Customer’s own use and business purposes, up to any limits specified in the Order. 

(b) Customer shall ensure that only Authorized Users have access to and can use the Sylogist  Software. Customer is responsible and liable for any use of the Sylogist Software by its Authorized  Users and for all activity occurring under Customer’s accounts or using Customer’s access  credentials. Customer shall: 

(i) maintain the confidentiality of any authentication or access credentials associated with  Customer’s use of the Sylogist Software, and Sylogist has no liability whatsoever for any  claims, losses or damages arising from Customer’s, Customer’s administrator’s or an  Authorized User’s failure to manage the confidentiality of login IDs and passwords or other  authentication or access credentials; 

(ii) promptly notify Sylogist regarding any possible misuse or unauthorized use of Customer’s  accounts or authentication credentials, or any security incident related to the Sylogist  Software; 

(iii) administer Customer’s access credentials in connection with its use of the Sylogist  Software; 

(iv) ensure that each Authorized User will have and use unique access credentials to access  the Sylogist Software; 

(v) keep all access credentials information up-to-date; and 

(vi) promptly terminate the access credentials of (A) a terminated Authorized User on termination of employment and (B) an Authorized User who has had authorization withdraw  by Customer. 

(c) Sylogist reserves the right (but has no obligation) to terminate, suspend or restrict any Authorized  User’s account if any suspicious or unusual activity arises relating to the use of an Authorized  User’s access credentials, in which case Sylogist shall endeavor to notify Customer following such  termination, suspension or restriction so that Sylogist and Customer may work to resolve any issues  relating to such account as soon as practicable.

(d) Customer shall abide by all applicable local, state, provincial, federal and national law, treaties in  connection with Customer’s use of the Sylogist Software, including those related to export control,  data privacy, international communications, and the transmission of Personal Information.  

(e) As part of the Sylogist Software, Sylogist or Partner may provide Customer with software that is  installed on Customer’s systems to enable use of the online Sylogist Software. Customer may use  such enabling software only in connection with use of the Sylogist Software and in accordance with  any licensing terms provided with such enabling software. 

(f) When the Customer is responsible under an Order for establishing, configuring and administering  Microsoft or third party environments then the terms in this Schedule B apply. 

(g) When Customer uses a payments provider other than Sylogist then (i) PCI compliance is the  Customer’s sole responsibility, and the terms in Schedule C will apply and (ii) the agreement  between Customer and the payments provider is solely between the Customer and the payments  provider and does not involve Sylogist. If Sylogist is the payments provider and has access to  payment data then Sylogist will, at its expense, at all times remain in compliance with the then 

current Payment Card Industry Data Security Standard (“PCI DSS”) requirements, including  remaining informed at all times of changes to the PCI DSS and promptly implementing all  procedures and practices as may be necessary to remain in compliance with the PCI DSS. 

(h) Delivery of the Sylogist Software to Customer is deemed to have occurred when Sylogist or a  Partner first provides Customer with login-in access, access credentials, a weblink or a website  address that enables access to the Sylogist Software, regardless of whether the Customer actually  accesses or uses the Sylogist Software at such time.

(a) Customer shall not: 

(i) reverse engineer, decompile, or disassemble any Sylogist Software, or attempt to do so; 

(ii) install or use Sylogist Software in any way that would subject Sylogist Software to an  Excluded License; 

(iii) remove, disable, circumvent or tamper with any technological protection measures  implemented in or with the Sylogist Software, including encryption, copy protection, digital  rights management, or access control; 

(iv) distribute, sublicense, rent, lease, or lend any Sylogist Software, in whole or in part, or use  them to offer hosting services to a third party; 

(v) combine Sylogist Software with Customer value add to create a Customer-branded solution  that Customer markets to its customers; or 

(vi) use the Sylogist Software to undertake any activity or host any Customer Data that: (1) is unlawful, fraudulent, harmful, malicious, obscene, or offensive; 

(2) threatens or violates the rights of others; 

(3) disrupts or gains (or intends to disrupt or gain) unauthorized access to data,  services, networks, or computing environments within or external to Sylogist; 

(4) sends unsolicited, abusive, or deceptive messages or spam of any type; 

(5) distributes any form of malware; or 

(6) could lead to death, serious bodily injury, or property or environmental damage

(a) At any time and at Sylogist’s discretion, Sylogist may make changes to the Sylogist Software,  including Documentation. Such changes are intended to make available additional features and  functionality, improve and clarify existing commitments, comply with applicable law, address  changes in Third Party Software, or maintain alignment to operational and security standards or  applicable laws. Changes will not degrade the security or data protection features of the Sylogist 

Software. Any changes that do not meet these conditions only take effect, and Customer only  accepts them, on entering into a new Order or on renewing an Order for the Sylogist Software. Sylogist is under no obligation to make enhancements or add additional features to Sylogist  Software (including Accelerators).

(a) Unless stated otherwise in an Order, the following terms apply when Customer enters into an Order  with Sylogist: 

(i) Customer shall pay Sylogist the amounts set out in each Order in accordance with any  terms set out in the Order. Customer’s right to use Sylogist Software is contingent on  Customer paying the applicable fees and charges set out in an Order. 

(ii) Customer shall pay Sylogist annually commencing on the Effective Date, within thirty (30) days of Sylogist’s invoice (that is, on a net 30 day basis). Sylogist may increase the annual  amounts due under the Order up to five percent (5%) per year.  

(iii) Customer is responsible for purchasing additional licenses or access for Authorized Users  at any time that Customer exceeds the license limits or metrics set out in an Order (such  as the number of employees or users). Sylogist will invoice Customer for the fees for any  such additional licenses or access on a pro-rated basis to the end of the current year of the  current subscription term or renewal term, and then annually with other licenses and access  rights.  

(iv) Orders for some Sylogist Software include fees that are calculated based on Customer’s  use of the Sylogist Software. If Customer does not commence use or discontinues use of  such Sylogist Software without terminating the Order in accordance with the Software  Terms then Customer is still required to pay the fees set out in the Order for such Sylogist  Software. 

(v) Customer must provide a payment method or, if eligible, choose to be invoiced for  purchases made on its account. Customer consents to Sylogist’s use of account  information regarding the selected payment method provided by the issuing bank or  applicable payment network and authorizes Sylogist to charge Customer using that  payment method for Orders. 

(vi) Sylogist may, in addition to other remedies (such as suspending or terminating access to  the Sylogist Software), charge interest on any payments to Sylogist that are more than  fifteen (15) calendar days past due at a rate of eighteen percent (18%) per annum,  calculated and payable monthly, or the highest amount allowed by law, if less. 

(vii) Sylogist’s fees are exclusive of all taxes. Customer shall pay taxes as required in an Order  or invoice, excluding only taxes based solely on Sylogist’s income. 

(viii) Unless Customer has provided written notice that Customer does not intend to have an  Order renew in accordance with Section 13(b) then Sylogist will provide Customer with an  invoice for the renewal term in advance of the renewal term. Such invoice will include any  applicable pricing changes for each year in the renewal term, and any changes to the terms  of this Agreement for the renewal. 

(b) Except as otherwise stated in an Order between Customer and Partner, the same pricing and  payment terms in Section 5(a) apply in an Order entered into between the Customer and a Partner,  provided that: 

(i) Customer shall pay Partner for any fees or late interest charges rather than Sylogist, and  Partner will invoice Customer for the fees and any applicable taxes;

(ii) any changes to an Order will be made with Partner (such as when Customer needs to  purchase additional licenses for Authorized Users); 

(iii) Customer shall notify Partner if Customer does not intend to renew an Order and Partner  will issue any renewal invoices; and 

(iv) if Customer is not making the required payments to Partner then, despite any contrary  terms in the Customer’s agreement with Partner or in the Partner Order, Sylogist may  suspend or terminate Customer’s access to the Sylogist Software.

(a) If specified in an Order, Customer shall authorize Sylogist as a partner or agent to place orders for  Third Party Software on Customer’s behalf and to manage Customer’s Third Party Software. If  specified in an Order, Customer shall grant Sylogist administrator privileges for Third Party  Software to allow Sylogist to provision, administer and support (as applicable) the Sylogist  Software. 

(b) If an Order is placed with Partner then Customer shall work directly with Partner for any account  management questions, additional Sylogist Software license requirements and additional Orders,  and professional services assistance. The Customer’s agreement with Partner, or the Order with  Partner, will contain more details and applicable terms and conditions. 

(c) Customer has the right to work with another reseller partner, and in some cases Sylogist and a  Partner will discontinue their relationship. In such circumstances, Customer may contact Sylogist  for assistance with finding a replacement partner reseller, or Customer may purchase from Sylogist  directly. If Customer moves to a new reseller partner then, subject to the terms of the agreement  with the existing reseller partner, Customer may be required to remove Partner Customizations. 

(a) Details of the email and phone support services provided by Sylogist for the Sylogist Software  under this Agreement are available in the support section of the sylogist.com website. Such support  terms may be varied in an Order with a Partner, and if an Order is placed with Partner then Partner will provide Partner’s applicable support contact details. Support for any Partner Customizations is  provided exclusively by Partner. Support for Accelerators is provided at Sylogist’s discretion. 

(a) If an Order indicates that Third Party Software or licenses for Third Party Software is required to  use the Sylogist Software then the Order only takes effect after Customer has entered into an  agreement with, or accepted the terms presented by, the Provider of such Third Party Software. 

(b) The Third Party Software is provided or made available subject to separate terms that govern the  use of the Third Party Software by the Provider. 

(c) Installation of Third Party Software must be authorized by Sylogist, other than for Partner  Customizations which must be approved by Partner. 

(d) Sylogist makes no representations, warranties, guarantees or conditions regarding, and assumes  no responsibility or liability whatsoever for, Third Party Software (including Partner Customizations).  Customer is solely responsible and liable for its use of any Third Party Software. Any rights  Customer has regarding Customer’s use of Third Party Software is set out in the separate terms  that govern the use of Third Party Software. 

(e) If Customer is obtaining the right to use payment processing using SylogistPay pursuant to an  Order then Customer will be required to enter into a separate payment processing agreement or  merchant agreement with Sylogist’s third party provider. Sylogist makes no representations,  warranties, guarantees or conditions regarding, and assumes no responsibility or liability  whatsoever for, the services provided by such third party provider. 

(a) Sylogist and Partner do not own any Customer Data. Customer is solely responsible and liable for  the accuracy, quality, integrity, legality, reliability, and appropriateness of all Customer Data. 

(b) Each party agrees to abide by applicable privacy and data protection law with respect to the  collection, access, use, disclosure, and destruction of Personal Information. 

(c) Customer consents to the processing of Personal Information by Sylogist (or Partner) as provided  in this Agreement. Before providing Personal Information to Sylogist (or Partner), Customer will  obtain all required consents and Intellectual Property rights from third parties under applicable  privacy and data protection laws. 

(d) Customer appoints Sylogist (or Partner, when applicable) as Customer’s agent for the purposes of  interfacing with and providing instructions to Providers and Sylogist’s Representatives for the  purposes of this Section 9. 

(e) Customer grants Sylogist (or Partner, when applicable) the right to host, use, process, display and  transmit Customer Data as required to make the Sylogist Software available to Customer and to  provide support for the Sylogist Software. 

(f) Sylogist is not responsible for any disclosure, modification or deletion of Customer Data resulting  from Customer’s use of Third Party Software. 

(a) Each party (as a receiving party) shall: 

(i) keep the disclosing party’s Confidential Information as confidential; 

(ii) use reasonable administrative, technical, organizational and physical safeguards, in  accordance with how it protects its own Confidential Information, and in no event using less  than a reasonable standard of care, to avoid unauthorized disclosure and unauthorized  access to the Confidential Information; 

(iii) use the disclosing party’s Confidential Information only for the purposes of performing its  obligations or exercising its rights or powers under the Agreement; and 

(iv) not disclose Confidential Information to a third party, except to the receiving party’s Representatives, and then only on a need-to-know basis under non-disclosure obligations  that are in place before such disclosure and that are at least as protective as the  confidentiality provisions in this Agreement. Each receiving party remains responsible for  the use of Confidential Information by its Representatives. 

(b) A party may disclose the other’s Confidential Information if required by law, but only after it notifies  the other party (to the extent legally permissible) to enable the other party to seek a protective  order. 

(c) The obligations in this Section 10 apply (i) for Customer Data, until it is deleted from the Sylogist  Software; (ii) for Sylogist Software, until it falls within one of the exceptions set out below, (iii) for  Personal Information, for as long as it is held by a party, and (iv) for all other Confidential  Information, for a period of five (5) years after a party receives the Confidential Information. 

(d) Confidential Information does not include information that falls into one of the following exceptions: (i) information that becomes publicly available without a breach of a confidentiality obligation; (ii)  information that the receiving party received lawfully from another source without a confidentiality  obligation; (iii) information that is independently developed without use of other Confidential  Information (as can be demonstrated by the receiving party’s records); (iv) information that was  known by the receiving party prior to receiving the information from the disclosing party or (v) a  comment or suggestion volunteered about the receiving party’s business, products or services. 

(e) Both parties acknowledge that the receiving party’s use or disclosure of the Confidential Information  in a manner inconsistent with or in breach of this Agreement may cause the disclosing party  irreparable damage for which remedies other than injunctive relief or other equitable relief may be 

inadequate. The parties agree that the disclosing party may seek injunctive or other equitable relief  seeking to restrain such use or disclosure, without posting a bond or other security. 

(f) On discovery of theft, loss or compromise of Confidential Information, unauthorized access, use or  disclosure of Confidential Information, or data breach or security breach of Confidential Information,  the receiving party shall notify the disclosing party as soon as practical, and the receiving party  shall provide the disclosing party with the level of cooperation reasonably required by the disclosing  party to investigate, assess and mitigate the event, including by assisting with the investigation and  root cause analysis of the event, making available information related to the event (including  records, logs and files) required under applicable law, and taking reasonable steps to contain and  remedy the effects of the event and taking reasonable steps to prevent re-occurrence of the event. 

(g) Customer’s agreement with Partner will set out the confidentiality obligations between Customer  and Partner.

(a) Sylogist and its licensors exclusively own all right, title, and interest, including all Intellectual  Property, in and to the Sylogist Software. This Agreement is not a sale and does not convey to  Customer any rights of ownership in or related to the Sylogist Software or the Intellectual Property  owned by Sylogist. Sylogist Software is protected by copyright and other Intellectual Property laws  and international treaties. Sylogist reserves all rights not expressly granted in this Agreement. 

(a) Sylogist warrants that the current Sylogist Software version will perform substantially as described  in the Documentation. If it does not and Customer timely notifies Sylogist then Sylogist shall, at  Sylogist’s option, repair or replace the Sylogist Software or update the Documentation if the  Documentation is in error. Sylogist is not responsible for any Sylogist Software performance issues  or restricted functionality resulting from Third Party Software. The foregoing warranty does not  apply to Accelerators. 

(b) The remedies above are Customer’s sole remedies for breach of the warranties in this section. These warranties end when access to Sylogist Software ends. 

(c) SYLOGIST AND ITS LICENSORS MAKE NO REPRESENTATION, WARRANTY, OR  GUARANTEE AS TO THE RELIABILITY, TIMELINESS, SUITABILITY, TRUTH, AVAILABILITY,  ACCURACY, OR COMPLETENESS OF THE SYLOGIST SOFTWARE. SYLOGIST AND ITS  LICENSORS DO NOT REPRESENT OR WARRANT THAT (I) THE USE OF THE SERVICE WILL  BE TIMELY, UNINTERRUPTED, OR ERROR-FREE OR OPERATE IN COMBINATION WITH ANY  OTHER HARDWARE, SOFTWARE, SYSTEM, OR DATA; OR (II) THE SERVICE WILL MEET  CUSTOMER’S REQUIREMENTS OR EXPECTATIONS. EXCEPT FOR THE WARRANTY ABOVE 

IN SECTION 12(a), THE SYLOGIST SOFTWARE AND ALL CONTENT IS PROVIDED TO  CUSTOMER STRICTLY ON AN “AS IS” BASIS. ALL CONDITIONS, REPRESENTATIONS AND  WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, INCLUDING,  WITHOUT LIMITATION, ANY IMPLIED WARRANTY OF MERCHANTABILITY, SATISFACTORY  QUALITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT OF THIRD  PARTY RIGHTS, ARE HEREBY DISCLAIMED TO THE MAXIMUM EXTENT PERMITTED BY  APPLICABLE LAW BY SYLOGIST AND ITS LICENSORS. 

(d) While Sylogist uses industry-leading security measures and employs a hosting service provider  who uses industry leading security measures to endeavor to keep all data secure, Sylogist cannot  guarantee that Sylogist, Providers, Partner or hosting services providers can prevent all forms of  third party disruptions or unauthorized third party access. On identification of any such disruption  or access Sylogist will take the steps set out in Section 10(f).

(a) This Agreement will remain in effect until the last Order is terminated in accordance with this Section 13. 

(b) The term for an Order for Sylogist Software will automatically renew for the same term as the initial  subscription period stated in the Order unless:

(i) the Order is previously terminated in accordance with this Section 13; 

(ii) the Order states otherwise; or 

(iii) Customer provides Sylogist with at least six (6) months of written notice before the end of  the current subscription period stated in the Order (or before the end of the current renewal  period, as applicable) indicating that Customer does not want to renew the Order. 

(c) Without limiting other remedies it may have, either party may terminate this Agreement (which  includes all Orders) or a specific Order placed with Sylogist on thirty (30) days’ written notice for  material breach if the other party fails to cure the breach within such thirty (30) period. Customer’s  non-payment of the undisputed fees set out in an Order constitutes a material breach. Termination  of a specific Order does not affect any other Orders. 

(d) Sylogist may suspend Customer’s access to, or use of, Sylogist Software or access to support from  Sylogist (i) during any period of Customer’s material breach, (ii) if there is a security breach, (iii) if  Customer is in violation of applicable law, or (iv) if Customer’s right to use any required Third Party  Software has been terminated or has expired. Sylogist will give Customer notice before suspending  Sylogist Software when it can reasonably do so. 

(e) On termination of the Agreement (which includes termination of all Orders) or termination of an  Order, which occurs at the end of the current term of an Order or at the end of the cure period (in  the case of termination for breach): 

(i) Sylogist will make available to Customer a file of Customer Data for the applicable Sylogist  Software within 30 days of termination of the Order if Customer requests a file at the time  of termination, provided Sylogist has no obligation to retain Customer Data for the  applicable Sylogist Software, and Sylogist will delete such Customer Data after 30 days  after termination; 

(ii) all licenses granted under a terminated Order terminate immediately, and Customer shall  cease using any Sylogist Software under the Order, including any elements of the Sylogist  Software (including Accelerators) that Customer may have installed on-premises or in an  environment that Customer operates or controls; 

(iii) Customer shall pay all amounts due under any unpaid invoices for each terminated Order  (which become due and payable immediately), and in the case of termination due to  Customer’s breach of the Agreement, payment to the end of the current subscription term (or current renewal term, as applicable) for each terminated Order; and 

(iv) each party (the receiving party) who has received Confidential Information from the other  party shall, at the other party’s option, return or destroy the other party’s Confidential  Information. In the case of Customer as the receiving party, it shall destroy any on-premises  copies of the Sylogist Software (including Accelerators) that Customer installed on 

premises or in an environment that Customer operates or controls. At the other party’s  request, the receiving party shall certify in writing to the other party that the receiving party has complied with the obligations of this section.  

(f) The following sections survive the termination of this Agreement (which includes all Orders): Section 1, 5 (until all required payments are paid in full), 9, 10, 11, 13(e), 13(f), 15 and 16.

(a) Subject to the other terms in this Section 14, Sylogist shall defend Customer against any third party  Claims that the use of the Sylogist Software by Customer infringes or misappropriates such third  party’s Intellectual Property in the United States or Canada, and Sylogist shall indemnify and hold  Customer harmless from the amount of any resulting adverse final judgment (or settlement amount  to which Sylogist consents). 

(b) Sylogist’s obligations in Section 14(a) do not apply to the extent that the Claim or adverse final  judgment is based on, arises from or relates to: (i) Customer’s use of the Sylogist Software after  Sylogist (A) notifies Customer to discontinue use due to such a Claim, (B) provides Customer with  the right to access a non-infringing update of the Sylogist Software at no additional cost or (C) has 

terminated Customer’s right to access and use the Sylogist Software; (ii) Customer combining the  Sylogist Software with a non-Sylogist product (hardware, software or service), data or business  process, including combining the Sylogist Software with Third Party Software; (iii) damages  attributable to the value of the use of a non-Sylogist product, data or business process (including  Third Party Software); (iv) Customer altering or modifying the Sylogist Software, including any  modifications by third parties who are not authorized by Sylogist; (v) Customer’s distribution of the  Sylogist Software to, or Customer’s use for the benefit of, any third party who is not an Authorized  User; (vi) Customer’s improper use of the Sylogist Software or other breach of the Sylogist Software  use provisions and restrictions in the Agreement; or (vii) a trade secret Claim, where Customer  acquired the trade secret (A) through improper means, (B) under circumstances giving rise to a  duty to maintain its secrecy or limit its use or (C) from a person (other than Sylogist) who owed to  the party asserting the Claim a duty to maintain the secrecy or limit the use of the trade secret.  Customer shall reimburse Sylogist for any Loss suffered by or incurred by Sylogist from these  actions. 

(c) If Sylogist receives information concerning an infringement or misappropriation Claim related to the  Sylogist Software, or if as a result of an infringement or misappropriation Claim Customer’s use of  the Sylogist Software is enjoined by a court of competent jurisdiction, then Sylogist may, at  Sylogist’s expense and without obligation to do so, either (i) procure for Customer the right to  continue to access and use the Sylogist Software, (ii) modify the Sylogist Software or replace it with  a functional equivalent, to make the Sylogist Software non-infringing, in which case Customer will  stop running the affected portion of the Sylogist Software immediately or (iii) terminate the  Agreement as it relates to the affected portion of the Sylogist Software and reimburse Customer for  any fees that have been pre-paid and which have not been applied for such affected portion of the  Sylogist Software. 

(d) Sylogist shall defend, indemnify and hold Customer harmless from and against any third party  Claim and resulting Loss that arises from, is the result of, or that is caused by (i) Sylogist’s breach  of this Agreement or (ii) Sylogist’s gross negligence, willful misconduct or fraud in connection with  its performance of its obligations under this Agreement, provided that Sylogist’s foregoing indemnity  obligations do not apply to the extent that the third party claim relates to, arose from or was caused  by (A) information provided to Sylogist by or on behalf of Customer or (B) Customer contributing to  such third party Claim. 

(e) Customer must promptly notify Sylogist in writing of the Claim and give Sylogist sole control over  Sylogist’s defense or settlement of the Claim. Sylogist’s obligations in this Section 14 do not apply  to the extent that Customer has not provided Sylogist with prompt notice of a Claim or has not given  Sylogist control over the defense of a Claim, and Customer’s actions have adversely affected  Sylogist’s ability to fulfill Sylogist’s obligations. 

(f) Customer shall provide Sylogist with reasonable assistance in defending the Claim, and Sylogist  will reimburse Customer for reasonable out of pocket expenses that are incurred in providing that  assistance.

(a) NEITHER PARTY WILL BE LIABLE TO THE OTHER PARTY FOR ANY INDIRECT,  CONSEQUENTIAL, SPECIAL, INCIDENTAL OR PUNITIVE DAMAGES, INCLUDING DAMAGES  FOR LOSS OF PROFITS, BUSINESSS, SAVINGS OR REVENUES, OR BUSINESS  INTERRUPTION, ARISING OUT OF, RELATING TO, OR IN CONNECTION WITH THIS  AGREEMENT, REGARDLESS OF (A) WHETHER SUCH DAMAGES WERE FORESEEABLE, (B)  WHETHER OR NOT A PARTY WAS ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND  (C) THE LEGAL OR EQUITABLE THEORY (CONTRACT, TORT (INCLUDING NEGLIGENCE),  OR OTHERWISE) ON WHICH THE CLAIM IS BASED. 

(b) IN NO EVENT WILL SYLOGIST’S AGGREGATE LIABILITY TO CUSTOMER (INCLUDING  LIABILITY TO ANY PERSON WHOSE CLAIM IS BASED ON OR DERIVED FROM A RIGHT OR  RIGHTS CLAIMED BY CUSTOMER), ARISING OUT OF, RELATING TO, OR IN CONNECTION  WITH THIS AGREEMENT, WHETHER FOR BREACH OF CONTRACT, TORT (INCLUDING  NEGLIGENCE) OR OTHER LEGAL OR EQUITABLE THEORY, EXCEED THE AMOUNT OF THE  FEES PAID BY CUSTOMER FOR SYLOGIST SOFTWARE UNDER THIS AGREEMENT.  DESPITE THE FOREGOING, SYLOGIST’S AGGREGATE LIABILITY FOR CLAIMS BROUGHT  BY CUSTOMER UNDER SECTION 14 (INDEMNITIES), FOR SYLOGIST’S BREACH OF 

SECTION 9 (PRIVACY AND DATA PROTECTION) OR FOR SYLOGIST’S BREACH OF SECTION  10 (CONFIDENTIALITY) IS CAD$1,000,000. 

(a) On receiving prior written approval from Sylogist, and on payment of all fees that are due, Customer  may assign the Software Terms together with all (not some) Orders to (1) a Customer Affiliate or  (2) a third party to whom the Agreement has been assigned by Customer as part of (a) a divestiture  of all or part of Customer’s business or assets or (b) a merger involving Customer. On such  assignment, Customer shall discontinue accessing the licensed Sylogist Software. Sylogist may  assign this Agreement or transfer its rights and obligations under this Agreement without  Customer’s consent after providing Customer with written notice. 

(b) Sylogist may perform its obligations under this Agreement through its Affiliates and contractors,  including to provide access to the Sylogist Software and to support the Sylogist Software (such as  hosting services providers and third party support contractors). Sylogist remains responsible for its  Affiliates’ and contractor’s performance under this Agreement. 

(c) The Software Terms and each Order form the parties’ entire agreement concerning the subject  matter of the Agreement, and supersede any prior or contemporaneous communications, and any  prior agreement between the parties and their Affiliates relating to Sylogist Software. Any purchase  order or any general terms and conditions Customer maintains or provides do not apply to this  Agreement. The schedules attached to the Agreement are integral parts of this Agreement and are  incorporated into the Agreement by reference. If there is a conflict or inconsistency between the  Software Terms and the terms in the Customer’s agreement with Partner or in an Order with  Partner, the provisions in the Software Terms prevail and govern. 

(d) Sylogist may change these Software Terms. The latest version is available at:  https://www.sylogist.com/sylogist-software-agreement. Customer is responsible for checking this  site periodically for changes to the Software Terms. When the Software Terms are changed,  Customer is bound by such change as of the date the change is posted. 

(e) All notices, requests, consents, Claims, waivers, and other communications, other than routine  communications having no legal effect, must be in writing and sent to a party at the email address  provided on the Order. All notices, requests, consents, Claims, waivers and other communications  are deemed to have been given on the date sent by e-mail (with confirmation of transmission) if  sent during normal business hours of the recipient, and on the next business day if sent after normal  business hours of the recipient. 

(f) Sylogist is an independent contractor for all purposes regarding this Agreement. Neither this  Agreement, nor any of its provisions, will be construed as creating a partnership, joint venture,  agency, or franchise relationship or any fiduciary duty between the parties. 

(g) If a court having jurisdiction holds any provision of this Agreement to be illegal, invalid or  unenforceable, the remaining provisions will remain in full force and effect to the maximum extent  possible. 

(h) No waiver by a party of a right, remedy, power or privilege will be effective unless explicitly set forth  in writing and signed by such party. No failure to exercise, or delay in exercising, any rights, remedy,  power, or privilege arising from this Agreement will operate or be construed as a waiver thereof;  nor will any single or partial exercise of any right, remedy, power, or privilege preclude any other or  further exercise of any other right, remedy, power, or privilege. 

(i) Neither party will be liable for any failure or delay in performance due in whole or in part to a Force  Majeure Event. 

(j) If Customer’s head office or primary office as of the Effective Date was located in the United States  then this Agreement is governed by, and construed in accordance with, the laws of the State of  Delaware, and the federal laws of the United States applicable in the State of Delaware, without  giving effect to any choice or conflict of law provisions, principle or rule (whether of the State of  Delaware or any other jurisdiction). If Customer’s head office or primary office as of the Effective  Date was located in Canada or anywhere outside of the United States then this Agreement is  governed by, and construed in accordance with, the laws of the Province of Alberta, and the federal 

laws of Canada applicable in the Province of Alberta, without giving effect to any choice or conflict  of law provision, principle or rule (whether of the Province of Alberta or any other jurisdiction). If  either party commences litigation in connection with this Agreement then the prevailing party will  be entitled to recover its reasonable attorneys’ fees, costs and other expenses. The provisions of  the United Nations Convention on Contracts for the International Sale of Goods do not apply to this  Agreement. 

(k) TO THE FULLEST EXTENT PERMITTED BY LAW, EACH PARTY KNOWINGLY,  VOLUNTARILY AND INTENTIONALLY WAIVES ANY RIGHT IT MAY HAVE TO A TRIAL BY  JURY IN RESPECT OF LITIGATION DIRECTLY OR INDIRECTLY ARISING OUT OF, UNDER  OR IN CONNECTION WITH THIS AGREEMENT. EACH PARTY FURTHER WAIVES ANY RIGHT  TO CONSOLIDATE ANY ACTION IN WHICH A JURY TRIAL CANNOT BE OR HAS NOT BEEN  WAIVED.

Schedule A - Definitions ​

The following definitions have the meanings set out below: 

Accelerator” means a Sylogist algorithm, program, app, workflow, module, add-in, plug-in or other  software element. 

Affiliate” means any legal entity that controls, is controlled by, or is under common control with a party,  where “control” for the purpose of this definition means ownership of more than a fifty percent (50%) interest  of voting securities in an entity or the power to direct the management and policies of an entity. 

Authorized User” means any person Customer permits to use Sylogist Software, or access Customer  Data, subject to any restrictions on Authorized Users set out in an Order. 

Claim” means a claim, action, cause of action, complaint, lawsuit, judgement or suit. 

Confidential Information” means non-public information that one party (the disclosing party) provides to  the other party (the receiving party), that is designated as “confidential” or “proprietary” or that a reasonable  person should understand is confidential. Customer’s Confidential Information includes Customer Data; Customer’s account authentication credentials, vendor and customer lists, transaction descriptions and  dollar amounts; and confidential information about Customer that Partner provides to Sylogist. Sylogist’s  Confidential Information includes the Sylogist Software; the terms of this Agreement; and fees, pricing and  payment terms. 

Customer” means the entity identified on the Order. 

Customer Data” means any Customer data, information, or material that Customer or any Authorized  User provides or submits that is stored in, or run on or through, the Sylogist Software. 

Documentation” means the published documentation for Sylogist Software. 

Effective Date” means the effective date of the Order, or if no such date is indicated in an Order, the date  the Order is entered into. 

Excluded License” means a license that requires, as a condition of use, modification or distribution of the  software subject to the excluded license, that such software or other software combined or provided with  such software be (a) disclosed or distributed in source code form; (b) licensed for the purpose of making  derivatives; or (c) redistributable at no charge. 

Force Majeure Event” means an event beyond the reasonable control of a party or such party’s  contractors, agents or suppliers, including transmission failures, failure of phone lines or phone equipment,  power failure, strikes or other labor disturbances, acts of God, acts of war or terror, floods, sabotage, fire,  natural or other disasters, epidemics or pandemics or public health restrictions. 

Initial Project Start Date” means the date agreed on by the parties in an Order to start providing access  to Customer to the Sylogist Software, provided that (a) if the parties subsequently change the project start  date then this initial date does not change, and (b) if no such initial date is specified in an Order then this  date is the date when any Authorized User first receives access to the Sylogist Software, including for  testing or training purposes. 

Intellectual Property” means any inventions, patent applications, patents, industrial design applications,  industrial designs, copyright (whether or not registered), trademarks (whether or not registered), trade  secrets, and all other intellectual property rights, derivatives thereof, and forms of protection of a similar  nature anywhere in the world. 

Loss” means loss, liability, damages, charge, cost, and expense, including reasonable attorney’s fees,  expert witness fees, and court costs. 

Order” means an order that has been accepted by Customer evidencing a subscription by Customer. An order may be between Customer and Sylogist, or, if Customer is purchasing through a Partner,  between Partner and Customer. 

Partner” means the third party reseller who has entered into an agreement with Customer for the use  of Sylogist Software. 

Partner Customization” means a change, modification, enhancement, revision or alteration to the  Sylogist Software, or to an extension of Sylogist Software, made by Partner that is made available to  Customer.

Personal Information” means information about an identifiable individual. 

Provider” means a provider of a Third Party Software. 

Representatives” means a party’s employees, officers, Affiliates, contractors, advisors and consultants. “Software Terms” has the meaning set out above under the heading “Software Terms”. 

Supported Payment Gateway” means a third party payment gateway that is integrated with the Sylogist  Software, where the payment gateway may be Moneris, iATS, Global Payments or Stripe. 

Sylogist” means Sylogist Ltd. and its Affiliates. 

Sylogist Software” means the Sylogist software to which Customer subscribes under an Order, as may  be updated, and includes all modifications, extensions, customizations (other than Partner Customizations)  and scripts or other derivative works to the software provided or developed by Sylogist, including any  Accelerators that Sylogist may make available to Customer. “Sylogist Software” does not include Third Party  Software. 

Third Party Software” means any third party or Partner software (including any software provided by  Partner that modifies other third party software), add-on, application, program, data, service, website or  product, including Partner Customizations, that is not branded or owned by Sylogist. 

The Sylogist Software Agreement (the “Agreement”) is between Customer and Sylogist Ltd. (“Sylogist”)  and consists of the Software Terms and the terms in each Order. It becomes effective on the Effective Date  of the first Order, whether such Order is with Sylogist or with Partner.

Schedule B – Environment Requirements

  1. Environment Requirements 

(a) The terms in this Schedule B only apply when indicated in Section 2(f). 

(b) Customer shall at all times be a licensed user of, and authorized by, Microsoft to access and use  the Microsoft Dynamics 365, Azure and any related Microsoft software, services or environments  required for Customer’s use of the Sylogist Software as set out in the Order (such services and  environments, as licensed to Customer, collectively referred to as, the “Microsoft Environments”).  Customer is bound by the licenses and all other Agreements with Microsoft and any other licensors  which apply to the Microsoft Environments. 

(c) The Sylogist Software is installed and operates solely within Customer’s existing Microsoft  Dynamics 365 tenant in the Microsoft Environments and all data, processes or logic used or  provided by the Sylogist Software are stored and operate within the Microsoft Environments. The  Sylogist Software does not use and is not reliant on any Sylogist infrastructure to operate. The  Microsoft Azure environment that hosts the Sylogist Software’s applications uses the infrastructure  in the existing Microsoft Environments, and no part of the Sylogist Software relies on any servers  or third parties outside the Microsoft Environments. This means that (i) the Sylogist Software, once  deployed in the Microsoft Environments, can be considered local to Customer, as it uses the same  tenant as Customer’s instance of Microsoft Dynamics 365 utilizes; and (ii) Microsoft Dynamics 365,  which is also used for the delivery of the Sylogist Software, can seamlessly communicate with its  corresponding Azure environment within the Microsoft Environments. 

(d) Customer is responsible for establishing, configuring and administering the Microsoft Environments  and is the administrator of the Microsoft Environments for Customer (including the Authorized  Users). Sylogist does not add or remove or provide access to Dynamics 365 or the Sylogist  Software and Sylogist is not responsible for the management of access to or the security or other  settings of the Microsoft Environments. 

(e) Customer shall install and configure the Sylogist Software in the Microsoft Environments in  accordance with Sylogist’s instructions, or enable Sylogist to install and configure the Sylogist  Software. To effectively deploy the Sylogist Software, Customer must have a system administrator  user for both the development and production instances of the Microsoft Environments (Sylogist  recommends this user be a “Dynamics 365 Sales Administrator” in Customer’s Office 365  administrator portal) and Sylogist needs to be authorized as an “Owner” under the Customer Azure  subscription to deploy our Azure components across all environments and remain as such until the  full launch of the Sylogist Software, and thereafter for so long as Sylogist is providing Support  Services, after which Customer can elect to remove or maintain Sylogist’s access to its Azure  subscription and Dynamics 365 environment. Access is to be managed by Customer and is at  Customer’s discretion. 

(f) The availability of the Product for use by Customer is entirely dependent on the operation and  availability of the Microsoft Environments, and in some cases other services provided by third  parties, such as the Supported Payment Gateways, all of which Customer is responsible for  obtaining, configuring, managing and administering.

Schedule C – Third Party PCI Compliance

  1. PCI Compliance 

(a) The terms in this Schedule C only apply when indicated in Section 2(g). 

(b) Sylogist Software is integrated with, and allows Customer to connect with, the Supported Payment  Gateways. Supported Payment Gateways are responsible for providing security and PCI DSS  compliance, and for enabling industry-standard fraud prevention tools such as 3D secure.  

(c) Customer can connect with and make use of the Supported Payment Gateways to securely process  credit card transactions within Customer’s Azure infrastructure and Microsoft Environments.  

(d) The provision of access to the Supported Payment Gateways from within the Sylogist Software  means that no payment card information is stored, logged or directly accessed by Sylogist – only  the tokenized value returned from the processor is stored, thus allowing Customer to charge, refund  and manage payments from within the Sylogist Software without having to manage payment card  information.  

(e) Customer shall comply with the applicable PCI DSS in force from time to time for any payment card  information that Customer receives. Customer’s PCI DSS compliance is the responsibility of  Customer and should be regularly assessed and validated with Customer’s payment gateway  provider and Customer’s legal counsel.

Updated on: 2025.11.16