Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3 and Sage 300) is real time bi-directional link. Using GUMU™ user can synch data between Salesforce to Sage ERP and vice versa. Here, in this blog we will discuss how to bring data in bulk from Sage 300 to Salesforce.
Please follow the below steps how to import data in Salesforce from Sage ERP,
-> Login to Salesforce.
-> Go to App menu and select “GUMU Settings” App from the APP list. Below page will be display,
GUMU Settings Menu
-> Click on “Import Data” menu to view the entity list page.
-> Entity mapping list page will display the Entity Synchronizations as shown in below screen.
Entity Mapping Screen
Now, here user having two options to import data for desire entity,
-> Click on “Sync now” and it’s immediately start the import process.
SynchNow Option
-> User can schedule the sync process on specified time and GUMU™ run the process at specified time. For scheduling the process user will select View/Delete button.
Scheduler Page
Once the data is imported in Salesforce then it can be further use to perform analysis using any Wave analytics, Dashboard reporting and visual charts.
Also Read:
1. Promote Sales Order from Salesforce to Sage 300 ERP
2. Promote Shipping Address in Salesforce- Sage 300 Integration
3. Promote Salesforce Account to Sage 300 Customer
4. Using GUMU Link existing Salesforce Accounts with Sage 300 ERP Customers
5. Configure Salesforce – Sage 300 integration
About Us
Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customization’s, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix have some unique solutions for Cloud CRM such as Salesforce integration with Sage X3, Sage 100 and Sage 300. We also offer best-in-class Cloud CRM Salesforce customization and development services to business partners and end users. Greytrix have some unique solutions for On-Premise CRM such as Sage CRM integration with Sage X3, Sage 100, Sage 300, Sage 500 and Sage 50 . We also offer best-in-class On-Premise Sage CRM customization and development services to business partners and end users.
For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.