{"id":11448,"date":"2015-11-19T12:19:41","date_gmt":"2015-11-19T12:19:41","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11448"},"modified":"2023-07-11T10:20:28","modified_gmt":"2023-07-11T10:20:28","slug":"import-customer-from-sage-pro-to-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/19\/import-customer-from-sage-pro-to-sage-crm\/","title":{"rendered":"Import Customer from Sage PRO to Sage CRM"},"content":{"rendered":"<p>GUMU\u2122 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 <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/02\/28\/gumu-for-sage-crm-sage-pro-integration-sage-crm-side-configuration\/\">Sage CRM side configuration<\/a>\u00a0Import Customer feature becomes available to them.To import customers from Sage PRO to Sage CRM you can follow below steps:<br \/>\n1. Navigate to Administration &gt;&gt; Greytrix PRO integration &gt;&gt; Import Customer. You will find the below screen:<\/p>\n<p style=\"text-align: center;\"><span style=\"color: #993300;\"><strong>New Stuff<\/strong>: <a title=\"GUMU for Sage CRM-Sage PRO is now compatible with latest Sage CRM 7.3\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/29\/gumu-for-sage-crm-sage-pro-is-now-compatible-with-latest-sage-crm-7-3\/\" target=\"_blank\" rel=\"noopener\">GUMU for Sage CRM-Sage PRO is now compatible with latest Sage CRM 7.3<\/a><\/span><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/51.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-11459\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/51.jpg\" alt=\"5\" width=\"700\" height=\"288\" \/><\/a><\/p>\n<p>2. Select Company: If there are multiple Sage PRO companies integrated with single instance of Sage CRM, then select the company from which you wish to import customers.<br \/>\n3. From and To Customer Number: User can import data on the basis of customer number range by entering the \u2018From\u2019 customer number and \u2018To\u2019 customer number.<br \/>\n<strong>Note:<\/strong>\u00a0If you do not enter any value in any \u2018From\u2019 and \u2018To\u2019 customer number and still if you click on \u2018Sync\u2019 button then it would import the entire customer from Sage PRO Company to Sage CRM.<br \/>\n4. Click on Sync button to import customers depend on the selected criteria.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/62.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-11469\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/62.jpg\" alt=\"6\" width=\"700\" height=\"491\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>GUMU\u2122 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\u00a0Import Customer feature becomes available to them.To import customers from Sage PRO to Sage CRM you can follow below steps: 1. Navigate to Administration &gt;&gt; Greytrix\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/19\/import-customer-from-sage-pro-to-sage-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1238,1290,1393,2190],"class_list":["post-11448","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-gumu","tag-gumupro","tag-import","tag-sagepro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Import Customer from Sage PRO to Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/19\/import-customer-from-sage-pro-to-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Import Customer from Sage PRO to Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU\u2122 Integration for Sage CRM-Sage PRO provides an easy import process for customers from Sage PRO ERP to Sage CRM. 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