Recently we received a requirement from one of our clients, where he wants to update the values of Sage 300 ERP in CRM without clicking on any buttons or performing any task, i.e. as soon as the user navigates to a company summary page, the user should be able to see the updated values of Sage 300 fields in CRM.
Well, this can be achieved by writing Javascript and Server side code and configuring it in task scheduler. Continue reading below, to see how it can achieve.
New Stuff: Sage CRM – Sage 300 v2018 integration tips
In this blog we will be updating Sage 300 values of Territory, Price List, Customer Type
and Sales Person 1.
To achieve this, create 4 new text fields against company entity as specified below :
- Sage 300 Territory
- Sage 300 Price List
- Sage 300 Customer Type
- Sage 300 Sales Person 1
And then add it to CompanyBoxLong Screen. Refere below screenshot:
Now, we need to write a Javascript code and server side code, which will read updated values from Sage 300 Database and update the same in CRM field.
NOTE:
Create Server Side Javascript function to read values from Sage 300 database and update values in Sage CRM fields. Next, we need to configure the Javascript file in Task scheduler which will run after interval of 15 mins and update/sync the updated values from Sage 300 to Sage CRM.
Now, in below screenshot you can see the details of customer with customer no 1550 in Sage 300 ERP is:
- Sage 300 Territory : TX
- Sage 300 Price List : WHS
- Sage 300 Customer Type : Base
- Sage 300 Sales Person 1 : BB
Now, ones we have configured and enabled the server side Javascript script in task scheduler to run after every 15 min, we can see that values are updated in CRM. Refer below screenshot:
As you can see above we can easily update Sage 300 fields value in Sage CRM by using Javascript server side code.
Hope this helps!
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Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.