{"id":11528,"date":"2015-11-27T12:27:00","date_gmt":"2015-11-27T12:27:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11528"},"modified":"2023-11-14T06:24:42","modified_gmt":"2023-11-14T06:24:42","slug":"real-time-changes-from-sage-crm-to-sage-pro-and-vice-versa","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/27\/real-time-changes-from-sage-crm-to-sage-pro-and-vice-versa\/","title":{"rendered":"Real time changes from Sage CRM to Sage Pro and vice versa"},"content":{"rendered":"

Our GUMU for Sage CRM – Sage Pro is a real time integration link. \u00a0Today in this blog, we will discuss how real time changes from Sage Pro to Sage CRM and vice versa works.
\nBelow are the List of Real Time processes.
\n1. Creating\/updating Customer records\u00a0from\u00a0\u00a0Sage Pro to Sage Pro CRM \u00a0and vice versa
\n2. Updating Address\/Contacts records of Customers from\u00a0\u00a0Sage Pro to Sage CRM and vice versa<\/p>\n

New Stuff<\/strong>: GUMU for Sage CRM-Sage PRO is now compatible with latest Sage CRM 7.3<\/a><\/span><\/p>\n

1. Creating\/updating Customer records from Sage Pro to Sage CRM and vice versa :-<\/strong> Once Customer is imported from sage Pro to Sage CRM (for first time after GUMU Integration is installed), Sage CRM users no need to run Import customer process again as it is just one time process. If Sage Pro users creates\/update customer in Sage Pro, it will get created in Sage CRM on a real time basis.
\nNote :-<\/strong> Sage PRO customer will be not created\/updated in Sage CRM on real time unless \u201cSage CRM Integration\u201d checkbox is checked from Details tab of Customer Maintenance screen of Sage Pro .
\n\"Sage<\/a>
\n2. Updating Contacts from Sage Pro \u00a0to\u00a0Sage CRM:-<\/strong> In Our GUMU\u2122 for Sage CRM – Sage Pro, we sync all the customers from Sage Pro to Sage CRM using\u00a0Import customer\u00a0feature. This will also bring in pimary contact and Address information of a customer from Sage Pro to Sage CRM. But if Sage CRM users wants to update address and contacts from Sage CRM \u2013 Sage Pro, users need to follow the below mentioned processes.<\/p>\n

    \n
  1. If you would like to update person in Sage Pro, you have to select\u00a0Sage Pro ERP Contact\u00a0type checkbox on person entry screen as given in below screenshot.\"Sage
    \nNote :<\/strong>– \u00a0If you do not check the \u201cSage Pro ERP Contact\u201d<\/strong>\u00a0checkbox , it will not update that person as a contact into Sage Pro.<\/span><\/li>\n
  2. If you would like to save the\u00a0person as a default person in Sage Pro company then while saving the person in Sage CRM, please check \u201cSet as default person for company\u201d<\/strong>\u00a0option as well as Sage Pro type. GUMU will set the contact as primary for the customer in Sage Pro.<\/li>\n
  3. Once user saves person into Sage CRM by selecting \u201cSage Pro ERP Contac<\/strong>t\u201d<\/strong>\u00a0checkbox , it will update into Sage Pro on a real-time basis as primary contact for the corresponding customer.<\/li>\n<\/ol>\n

    For more information about the product please refer below links:\u00a0<\/strong>
    \nYouTube video link: \u00a0    http:\/\/www.youtube.com\/playlist?list=PL433CC7991A5C8708<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

    Our GUMU for Sage CRM – Sage Pro is a real time integration link. \u00a0Today in this blog, we will discuss how real time changes from Sage Pro to Sage CRM and vice versa works. Below are the List of Real Time processes. 1. Creating\/updating Customer records\u00a0from\u00a0\u00a0Sage Pro to Sage Pro CRM \u00a0and vice versa\u2026 Read More »<\/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":[192],"tags":[530,658,1258,1872,2164,2507,2508],"class_list":["post-11528","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","tag-address","tag-changes","tag-gumu-integration","tag-real-time","tag-sage-pro","tag-updating-address","tag-updating-contacts"],"yoast_head":"\nReal time changes from Sage CRM to Sage Pro and vice versa - 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\/27\/real-time-changes-from-sage-crm-to-sage-pro-and-vice-versa\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Real time changes from Sage CRM to Sage Pro and vice versa - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Our GUMU for Sage CRM – Sage Pro is a real time integration link. \u00a0Today in this blog, we will discuss how real time changes from Sage Pro to Sage CRM and vice versa works. 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