Autosyncing Accpac fields in Sage CRM

By | September 29, 2020

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 :

  1. Sage 300 Territory
  2. Sage 300 Price List
  3. Sage 300 Customer Type
  4. Sage 300 Sales Person 1

And then add it to CompanyBoxLong Screen. Refere below screenshot:

Sage 300 Fields
Sage 300 Fields

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:

  1. Sage 300 Territory : TX
  2. Sage 300 Price List : WHS
  3. Sage 300 Customer Type : Base
  4. Sage 300 Sales Person 1 : BB
Customer Territory Customer Fields
AR Customer Fields

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:

Updated Sage CRM Fields
Updated Sage CRM Fields

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!

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner 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 X3Sage IntacctSage 100Sage 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 migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.

One thought on “Autosyncing Accpac fields in Sage CRM

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