In our previous blog series, we discussed about installing and configuring Sage 100 SData. In this blog, we will discuss about creating a gadget in Sage CRM which will display Sage 100 AR invoices from Sage 100 in Sage CRM using SData.
To create gadget in the Sage CRM interactive dashboard using SData feed, please follow below steps:
1. Within the interactive dashboard select New Gadget >create gadget>Select SData List & click Next.
2. Select ‘Use Custom Data field’ option and provide a valid SData schema URL in the Web Address field along with correct Sage 100 User name and password. Also provide short description of data which you are showing in the Name field.
3. After clicking next, it will display the list of all the available resources (Sage 100 tables). Please select the entity AR_OpenInvoice from the available list.
4. Then select and add the columns which you want to show in the dashboard gadget.
5. In this step, user can use Include/Exclude field option to filter the information.
6. Add suitable name and Description of the gadget and finish the setup. After completing setup successfully, you can see gadget on your interactive dashboard as given below.
For any other information about the GUMU™ Sage CRM – Sage 100 integration product, you can always contact us at [email protected]
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 protected]. We will be glad to assist you.
Also read :
1. New Feature in GUMU for Sage CRM – Sage 100 Integration – Quick Order Entry
2. Configure GUMU Module in Sage 100 – Sage CRM Vendor Integration
3. GUMU for Sage CRM – Sage 100 Integration – Sage 100 type field
4. Restrict Users to create order if Credit Limit is exceeded
5. Real time changes from Sage 100 to Sage CRM for Vendor