GUMU for Sage CRM – ERP X3 – Import Product

By | September 24, 2014

In our previous blog we have gone through the steps to Import Business Partner from Sage ERP X3 to Sage CRM.  In this blog, we will discuss about Import Products feature of GUMU integration.
Using this feature, user can Import the Products from Sage ERP X3 to Sage CRM. Once these products are available in Sage CRM, then we can use it for creating quote/order from Sage CRM.
For importing products from Sage ERP X3 to CRM, please follow below steps:-
–   In Sage CRM, go to Sage CRM Administration menu.
–   Click on Sage ERP X3-> Import Product button. It will navigate you to Import Product page (Please refer below screenshot).
–   Select Folder Name from which you want to import customers.
–   There are 2 import criteria which user can use while importing Products from Sage ERP X3 to Sage CRM.
1.   Last Updated Since: – Using this criteria, you can import Products on the basis of last updated date of particular product. You can select particular date from field and can sync products updated from that selected date.
2.   Product code: – You can also synch products by specifying particular range of product code in From and To field (it will be synched alphabetical range of product code).
–   Finally click on synch button.
–   Note: If you do not specify any criteria and if you just click on synch button, by default it will synch all Products from Sage ERP X3 to Sage CRM.
By following above steps you can import Products from Sage ERP X3 to Sage CRM.
Also Read:-
1. GUMU for Sage CRM – Sage ERP X3 Integration
2. Steps to Import Sage ERP X3 Customers in Sage CRM
3. Import Sage 100 Sales order data into Sage CRM
4. GUMU Sage 100 Tips – Items are not getting hyperlinked in Sage100 Item Lookup
5. GUMU™ Sage 100 Tips – Creating additional address from Sage CRM to Sage 100