GUMU™ for Sage CRM – QuickBooks integration link is an external bi-directional link which synchronizes data from Sage CRM to QuickBooks and vice versa. In our GUMU™ link there are various number of Synchronization processes. Today in this blog, we will walk through the process of syncing address from Sage CRM to QuickBooks customers using GUMU Promote Customers process.
In order to synchronize contact from Sage CRM to QuickBooks, Sage CRM users have to make sure of below points-
Step 1:- The linked check box from Sage CRM company summary screen should be checked. If this linked check box is not checked then GUMU™ will not sync data between two applications i.e. Sage CRM and QuickBooks. This check box indicates whether user wants to sync this particular company with its corresponding contact as a customer in QuickBooks.
Step 2:- Also make sure that user must enter mandatory details in contact fields such as First name, last name (Refer screenshot).
Step 3:- Once user has created company in Sage CRM by using above details i.e. Linked checkbox along with other details, then it can be synchronized to QB by running GUMU™ Promote Customer process. Here, a user is able to integrate primary contact between Sage CRM and QuickBooks.
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