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.

In the latest release, we have introduced significant enhancements to extend this capability to Vendor management, along with improved handling of additional contacts for Vendors.

Key Enhancements in Vendor Integration

1. Import Vendors from Sage Intacct to Sage CRM

• Users can now Import, Insert, and Update Vendors from Sage Intacct into Sage CRM using the Import Customer routine.
• This ensures that Sage CRM has accurate, up-to-date vendor information directly from Intacct.

2. Import Vendor Additional Contacts

• Along with Vendor details, users can now Import/Insert/Update additional Vendor contacts from Sage Intacct to Sage CRM.
• This makes it easier for CRM users to manage vendor relationships with complete visibility of associated contacts.

3. Promote Vendors from Sage CRM to Sage Intacct

• Vendors can now be Promoted or Updated from Sage CRM to Sage Intacct using the Promote Vendor routine.
• This feature eliminates duplication and ensures vendor data consistency across both systems.

4. Promote Vendor Additional Contacts

• Users can also Promote or Update Vendor contacts directly from Sage CRM to Sage Intacct.
• This ensures that all related vendor communication details are aligned between CRM and ERP systems.

Business Benefits

• End-to-End Vendor Management: Manage Vendors seamlessly across both Sage CRM and Sage Intacct.
• Real-Time Synchronization: Keeps both systems updated instantly to avoid discrepancies.
• Better Relationship Management: With additional contact sync, businesses can track and manage all key contacts efficiently.
• Reduced Manual Work: Eliminates duplicate data entry and ensures accuracy across platforms.

With these new enhancements, GUMU™ for Sage CRM – Sage Intacct integration has taken a big step forward in enabling businesses to manage Vendors more effectively. The ability to promote, import, and sync vendor details and contacts, provides a 360-degree view of relationships across CRM and ERP.