GUMU for Sage CRM – Sage 500 ERP integration is a real-time and bi-directional link where we synchronize all the customer data from Sage 500 to Sage CRM and vice-verse. Today in this blog we will go through Sage 500 side GUMU Configuration..
Once real time scripts are implemented (Manually/Imported) in Sage 500 through Customizer module. We need to configure the Sage CRM details, so that real time changes from Sage 500 to Sage CRM should work.
Please follow the below steps:-
1.Navigate to the Maintain Customer Screen.
2.Click on Finish Button after changing the Customer records from Sage 500 screen.
3.On click of Finish button the below screen will be displayed
Note:- Configuration process is one time process, you need to enter the Sage CRM details for the first time after implementing the real time scripts.
Enter the below values on the screen.
Sage CRM URL:- Enter Sage CRM URL till “eware.dll”.
User Name – Enter Sage CRM admin level user who has web service and external access enabled.
Password – Enter password of above specified Sage CRM user.
4. On click of OK button the Sage CRM credentials will be stored in Sage 500 in XML format.
Once you are done with these configurations, Sage 500 to Sage CRM customer data update will start flowing.
Please contact us at firstname.lastname@example.org for more information on GUMU™ integration.
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 customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3, Sage 100, Sage 500 and Sage 300). It also offers best-in-class Sage ERP customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating to Sage CRM from ACT, Goldmine and other CRM’s.
For more information on our integration solutions, please contact us at email@example.com. We will be glad to assist you.
Also read :
1. Import Sage 500 Customer in Sage CRM using GUMU Integration
2. GUMU Sage CRM side configuration for Sage 500 ERP Integration
3. Import Products in Sage CRM from Sage 500 ERP using GUMU integration link
4. Adding Scripts Manually for Sage 500-Sage CRM real time changes
5. Importing Customization for Real time changes from Sage 500 to Sage CRM