{"id":11888,"date":"2016-01-25T12:55:55","date_gmt":"2016-01-25T12:55:55","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11888"},"modified":"2025-01-28T05:03:49","modified_gmt":"2025-01-28T05:03:49","slug":"import-productproduct-family-from-quickbook-to-sage-crm-using-gumu-link","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/25\/import-productproduct-family-from-quickbook-to-sage-crm-using-gumu-link\/","title":{"rendered":"Import Product\\Product Family from QuickBook to Sage CRM using GUMU&#x2122; link"},"content":{"rendered":"<p>Our GUMU&#x2122; for Sage CRM \u2013 QuickBooks integration link is external bi-directional link which synch data from Sage CRM to QuickBooks and vice versa.\u00a0Today in this blog we will go through one of the GUMU import process \u201cImport Products\u201d.<br \/>\nIn our GUMU for Sage CRM \u2013 QuickBooks integration link user can create and promote order from Sage CRM to QuickBooks. For creating order user have to make sure the products which are used in order are valid QuickBooks products. To make available all the QuickBooks products in Sage CRM we will have to run the import product process.<\/p>\n<p style=\"text-align: center;\"><span style=\"color: #993300;\">New Stuff:<\/span> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/20\/gumu-for-sage-crm-quickbooks-integration-gumu-scheduler\/\" target=\"_blank\" rel=\"noopener\">GUMU&#x2122; for Sage CRM \u2013 QuickBooks integration \u2013 GUMU Scheduler<\/a><\/p>\n<p>Below are the steps to bring all QuickBooks products in Sage CRM,<br \/>\n1. Start GUMU application &gt; select Synchronization tab &gt; select the \u201cImport Product family\/products\u201d process &gt; right click and run the process as shown in below image.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/01\/rm3.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-11891\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/01\/rm3.jpg\" alt=\"rm3\" width=\"700\" height=\"284\" \/><\/a><br \/>\n2. This process inserts all the products from QuickBooks into Sage CRM. If products are already imported then it will update the product information into Sage CRM.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/01\/rm4.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-11890\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/01\/rm4.jpg\" alt=\"rm4\" width=\"700\" height=\"348\" \/><\/a><br \/>\n<strong>Please note below points:<\/strong><br \/>\n1. In our GUMU for Sage CRM \u2013 QuickBooks we are bringing all the products under \u201cSageUOM\u201d UOM family.<br \/>\n2. We are bringing sales tax and freight from QuickBooks to Sage CRM as products. This is because, the sales tax and fright applied to order\/invoice in QuickBooks, added in Sage CRM as line item to make equivalent total of document between two applications.<br \/>\nFor any more information, you can contact us at <a href=\"mailto:Sage@greytrix.com\">Sage@greytrix.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our GUMU&#x2122; for Sage CRM \u2013 QuickBooks integration link is external bi-directional link which synch data from Sage CRM to QuickBooks and vice versa.\u00a0Today in this blog we will go through one of the GUMU import process \u201cImport Products\u201d. In our GUMU for Sage CRM \u2013 QuickBooks integration link user can create and promote order\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/25\/import-productproduct-family-from-quickbook-to-sage-crm-using-gumu-link\/\">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":[1402,1403,1435,1815,1851,2010],"class_list":["post-11888","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-import-product","tag-import-product-process","tag-integration","tag-product","tag-quickbook","tag-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Import Product\\Product Family from QuickBook to Sage CRM using GUMU\u2122 link<\/title>\n<meta name=\"description\" content=\"Learn how to import products and product families from QuickBooks to Sage CRM using GUMU Link. Step-by-step integration guide for efficient product management.\" \/>\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\/2016\/01\/25\/import-productproduct-family-from-quickbook-to-sage-crm-using-gumu-link\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Import Product\\Product Family from QuickBook to Sage CRM using GUMU\u2122 link\" \/>\n<meta property=\"og:description\" content=\"Learn how to import products and product families from QuickBooks to Sage CRM using GUMU Link. Step-by-step integration guide for efficient product management.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/25\/import-productproduct-family-from-quickbook-to-sage-crm-using-gumu-link\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2016-01-25T12:55:55+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-01-28T05:03:49+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/01\/rm3.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/25\/import-productproduct-family-from-quickbook-to-sage-crm-using-gumu-link\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/25\/import-productproduct-family-from-quickbook-to-sage-crm-using-gumu-link\/\",\"name\":\"Import Product\\\\Product Family from QuickBook to Sage CRM using GUMU\u2122 link\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/25\/import-productproduct-family-from-quickbook-to-sage-crm-using-gumu-link\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/01\/25\/import-productproduct-family-from-quickbook-to-sage-crm-using-gumu-link\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/01\/rm3.jpg\",\"datePublished\":\"2016-01-25T12:55:55+00:00\",\"dateModified\":\"2025-01-28T05:03:49+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"description\":\"Learn how to import products and product families from QuickBooks to Sage CRM using GUMU Link. 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