Promote Salesforce Contacts to Sage X3 ERP using GUMU™

By | October 25, 2017

GUMU™ SAGE ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real-time bi-directional link which syncs data from Salesforce to Sage X3 and vice versa. Using GUMU™ user can promote Sales Order from Salesforce to Sage ERP. Here, in this blog, we will discuss how to promote Contacts from Salesforce to Sage X3 ERP

In Sage X3 each account has one or more than one Contacts. In this blog, we will discuss only promoting contacts. Please follow the below steps how to promote Contact to GUMU™ SAGE X3 ERP.

-> Login to Salesforce.
-> Go to App menu and select “GUMU Integration” App.
-> Click on “Accounts” tab. Select account for which you want to promote contact and on the Account layout click on the button “New Contact”.

Contact -Account layout

Contact -Account layout

-> Click on “Save” button, Created contact will be promoted to Sage X3 ERP.

New Contact

New Contact

Also Read:
1. Promoting Billing Address from Salesforce to Sage ERP X3
2. Real-time details in GUMU SAGE X3 Integration for Salesforce
3. Create Entity in GUMU SAGE ERP X3 Integration for Salesforce
4. Syncing data using GUMU™ SAGE ERP X3 Integration for Salesforce
5. GUMU Salesforce Integration with Sage X3 – Configuration

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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 has 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 has 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.