In GUMU™ for Sage CRM – Sage EM Integration, we have provided with feature where user can create Sage CRM grids, panels to display information from Sage X3 on real time basis. We had seen this in our previous blogs.
In this blog, we will discuss how to create Web Service objects in Sage X3 so that we can use it in Sage CRM for creating Panels. These Panels will display information from Sage X3 using GUMU customizer on real time basis.
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Below are the steps to create Web Service object on Sage X3. Please note that, for doing this, you will need to Sage X3 web service pool already configured and working in Sage X3 as a pre-requisite.
- Log in to Sage X3.
- Navigate to Development->Script Dictionary>Scripts->Web Services.
- Click on New button and enter the appropriate publication name and Description that would be used for panels in GUMU customizer.
- Select Object radio button as Type of Web services
- Select the appropriate table object code from which you want to display data into Sage CRM .
- Select the entry transaction in the Transaction field to through which we want to display data if applicable. Generally these transaction are available for order, invoice objects.
- Click on Create and then Save button. This will create Web Service object with publication name you defined.
- Click on the Publication button to publish it. Once it is published, we can use it in our GUMU customizer to display data in Sage CRM panel screens.
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Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.