GUMU™ for Sage CRM – Sage Intacct integration is a real-time bi-directional link which sync customer data from Sage CRM to Sage Intacct and vice versa.
Maintaining accurate and up-to-date customer and vendor information across systems is essential. When your CRM and ERP are integrated, real-time visibility of data ensures better decision-making, improved productivity, and seamless collaboration across departments.
To enhance efficiency and minimize manual effort, GUMU™ also offers an Auto Synchronization feature. This functionality enables automatic syncing of customer and vendor data using Windows Task Scheduler along with batch files. As a result, the latest ERP data is consistently available in Sage CRM without requiring manual intervention.
Why Use Auto Synchronization?
- Eliminates the need for manual imports
- Saves time and operational effort
- Keeps customer and vendor records consistently updated
- Minimizes the risk of human errors
- Allows scheduled execution (daily, weekly, or monthly)
With scheduled automation in place, businesses can ensure that their CRM system always reflects the most recent ERP data.
Available Auto Sync Batch Files
GUMU™ provides three dedicated batch files that can be scheduled for automatic execution:
- Sync Customer Data
- Sync Customer Custom Fields Data
- Sync Vendor Data
These batch files run in the background and automatically fetch updated ERP records into Sage CRM without requiring user intervention.
Automatic Customer & Vendor Sync
Customer and vendor data can be automatically synchronized from Sage Intacct to Sage CRM using scheduled tasks. Any newly created or updated records in the ERP system are automatically reflected in CRM without manual intervention.
Benefits
- Maintains consistent and up-to-date data across systems
- Reduces manual effort and minimizes errors
- Provides real-time access to customer and vendor information
- Enhances coordination between sales, finance, and procurement teams
- Allows flexible scheduling (daily, weekly, or monthly)
This automation ensures accurate, centralized data management while improving overall operational efficiency.
Note: Each scheduled task supports one Sage Intacct Company ID. If multiple companies are integrated, separate schedulers must be configured.
The Auto Synchronization feature in GUMU™ integration provides a reliable, efficient, and scalable approach to maintaining synchronized customer and vendor data between Sage Intacct and Sage CRM. By leveraging scheduled batch files through Windows Task Scheduler, organizations can eliminate manual effort, reduce errors, and ensure their CRM system always reflects the latest ERP information. Automation not only improves productivity but also strengthens the overall integration framework—enabling businesses to operate with greater accuracy and confidence.
About Us
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 add-ons 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.