Tag Archives: import

New Features in GUMU™ for Sage CRM – Sage X3 Integration – Bulk Import Product

In our previous blog, we discussed about Bulk Import Customer feature where in user can import customers from Sage X3 to Sage CRM . Today, in this blog we will go through how to import products in bulk from Sage X3 to Sage CRM using Bulk Product Import functionality using GUMU™ Sage CRM – Sage… Read More: New Features in GUMU™ for Sage CRM – Sage X3… »

New Features in GUMU™ for Sage CRM – Sage X3 Integration – Bulk Import Customer

Our GUMU™ for Sage CRM – Sage X3 integration, user can sync all the customers, products from Sage X3 to Sage CRM using Import process. Sage CRM user can see all the invoice history data and Sales orders data from Sage CRM on real time basis. New Stuff: Setting require of – Bulk Import from Sage X3… Read More: New Features in GUMU™ for Sage CRM – Sage X3… »

Setting require of – Bulk Import from Sage X3 to Sage CRM

Today, in this blog we will discuss about the setting required for Importing Customer/Products from Sage X3 to Sage CRM in Bulk using GUMU™ Sage CRM – Sage X3 Integration. New Stuff: New Features in GUMU™ for Sage CRM – Sage X3 Integration – Link Business Partners Please follow the below steps to configure ERP X3 database… Read More: Setting require of – Bulk Import from Sage X3 to… »

Import Customer from Sage PRO to Sage CRM

GUMU™ Integration for Sage CRM-Sage PRO provides an easy import process for customers from Sage PRO ERP to Sage CRM. Once user is done with the Sage CRM side configuration Import Customer feature becomes available to them.To import customers from Sage PRO to Sage CRM you can follow below steps: 1. Navigate to Administration >> Greytrix… Read More: Import Customer from Sage PRO to Sage CRM »

Running VI Import in GUMU™ integrated system

Our GUMU™ integration is a real-time bidirectional link where customers are created / updated from Sage 100 to Sage CRM on real time basis.  GUMU™ integration uses the Sage CRM web services to read – write data into Sage CRM from Sage 100 on real time basis. This is done by using GUMU™ Sage 100… Read More: Running VI Import in GUMU™ integrated system »

Import Bulk options into Selection Field in Sage CRM

It is possible to add options to the selection field of Sage CRM by doing Field Level customization. But if one wants to add several options into the selection field, then it will become a cumbersome task to do. This task can be automated by doing little customizations in Sage CRM. In this blog post,… Read More: Import Bulk options into Selection Field in Sage CRM »

One Time Processes for GUMU™ Sage CRM – Sage 100 integration

In our last post, we discussed about the real time processes in GUMU for Sage CRM – Sage 100 integration.  In this blog, we will go through the one time processes which can be run first time after GUMU installation. Below are the list of processes. –    Import Customer –    Import Products –    Synch Drop… Read More: One Time Processes for GUMU™ Sage CRM – Sage 100… »

Restrict access to Sage ERP X3 Integrated data using Security Matrix feature

In our last post, we have gone through the Synchronize dropdown feature of GUMU for Sage CRM – Sage ERP X3. With GUMU integration, we can view/add/edit all crucial data from Sage ERP X3 to Sage CRM. When dealing with these data, it becomes very important that it should be accessible only to the authorized… Read More: Restrict access to Sage ERP X3 Integrated data using Security… »