In our previous blog post, we discussed about steps for configuring GUMU for Sage CRM – Sage X3 integration from Sage CRM side. In this blog post, we will discuss about various synchronization processes which need to be run after GUMU integration is configured. Sage CRM system admin has to run below processes in order to bring Sage ERP X3 data into Sage CRM:
1. Import Business Partners
2. Import Products
3. Synchronize Dropdowns
Now let’s discuss each of these processes in brief:
Import Business partners (Customers):
After configuring GUMU integration for first time, to bring all the customers in Sage CRM, system admin needs to import all the customers to Sage CRM. This needs to be run only for the first time when integration is configured. Next time whenever any customer is created in Sage ERP X3, it gets created in Sage CRM on real time basis (if they have done the Sage ERP X3 side configuration).
Import Product process brings all the products from Sage ERP X3 to Sage CRM. It needs to be run for the first time when integration is configured and also when a product is created/ modified in sage ERP X3. Please note that products are not created/ modified from Sage ERP X3 to Sage CRM on a real time basis. So whenever a product is created/ modified in Sage ERP X3 system, CRM admin needs to import those products to CRM.
Synchronize dropdown brings all the option values from Sage ERP X3 to Sage CRM. This process needs to be run after the integration is configured for the first time and when some new option is created in Sage ERP X3 for one of the specified dropdown.
Note: Please run “Meta data refresh” each time after running these processes.
1. GUMU for Sage CRM- Sage ERP X3 – Sage ERP X3 Side Configuration
2. Default quote expiration/Delivery date setting in Sage CRM
3. Synchronization Setting in GUMU for Sage CRM – Sage ERP X3
4. GUMU for Sage CRM – ERP X3 – GUMU Sage CRM side Configuration
5. GUMU for Sage CRM – ERP X3 – Import Product