Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3 and Sage 300) is a real time bi-directional link. Using GUMU™ user can sync data between Salesforce to Sage ERP and vice versa. Here in this blog, we will discuss how to bring data in bulk from Sage X3 to Salesforce using last sync field and last sync value.
Please follow the below steps
-> Login to Salesforce.
-> Go to App menu and select “GUMU Settings” App from the APP list. Below page will be displayed.
-> Click on “Import Data” menu to view the entity list page.
-> “Edit” Existing Entity.
-> Click on “Refresh Fields” button.
-> Select the “Last Sync field” value from the drop-down, which shows all the fields of Sage X3 related to that API name.
-> Enter the “Last Sync Value” as shown in below image.
-> Click on “Save”
-> As shown in above image Last Sync field is ‘DateUpdated’ and Last Sync Value is ‘20170101’, so while import routine runs the records which have DateUpdated value and is greater than 20170101 those records will be imported in Salesforce.
-> If user want to import only 2017 and above data, so a user can select the field in Last Sync Field and enter the value in Last Sync Value.
1. Filter Sage X3 ERP Details on Real-time basis
2. Promote Salesforce Contacts to Sage X3 ERP using GUMU™
3. Promoting Billing Address from Salesforce to Sage ERP X3
4. Real-time details in GUMU SAGE X3 Integration for Salesforce
5. Create Entity in GUMU SAGE ERP X3 Integration for Salesforce
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 firstname.lastname@example.org. We will be glad to assist you.