{"id":12214,"date":"2016-03-09T05:46:39","date_gmt":"2016-03-09T05:46:39","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12214"},"modified":"2016-03-09T05:46:39","modified_gmt":"2016-03-09T05:46:39","slug":"create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/","title":{"rendered":"Create Custom Fields in Sage CRM Cloud\/On-Premise for Sage CRM \u2013 QuickBooks Integration"},"content":{"rendered":"

Our GUMU™ for Sage CRM \u2013 QuickBooks integration link is an external bi-directional link which synchronize data from Sage CRM to QuickBooks and vice versa.\u00a0Today in this blog, we will explain how to create custom fields in Sage CRM which can be integrated with QuickBooks.<\/p>\n

New Stuff<\/strong>:<\/em> Calculate Sales Tax in Sage CRM using AvaTax API<\/a><\/span><\/p>\n

Create custom fields for Sage CRM on premise\/Desktop<\/strong>
\nUsers while using Premise\/Desktop edition of Sage CRM can run the Sage Component files provided with the setup. You can get GUMU_Fields.zip Sage component file in the Greytrix installation directory \u201cC:\\ProgramFiles(x86)\\Greytrix\u201d (Assuming GUMU Integration\u00a0installed in C drive) which will help create custom fields in Sage CRM.
\nCreate custom fields for Sage CRM Cloud\/Hosted<\/strong>
\nUsers while using Sage CRM cloud\/hosted edition do not have Component Manager Functionality to run Sage Component files. By using the CustomFieldList.xls file present in Greytrix documentation folder \u201cC:\\Program Files(x86)\\Greytrix\u201d (Assuming GUMU Integration\u00a0installed in C drive) user can create fields manually in Sage CRM cloud\/hosted.
\nPlease follow the below steps to create custom fields in Sage CRM
\n1. Click on My Profile->Administration->Customization->Primary Entities->Company
\n2. Click the Fields tab. A list of fields for the company table is displayed.
\n3. Click New button and enter the field properties
\n\"SageCRMcloud\"<\/a>
\n4. Click Save. New field is added to the company table
\nKindly follow the sequence and use appropriate Data Type to create fields in Sage CRM as mentioned in the mapping sheet which will be\u00a0present in Greytrix documentation folder \u201cC:\\Program Files(x86)\\Greytrix\u201d (Assuming GUMU Integration\u00a0installed in C drive).
\nOnce you have created the fields manually, you can run and test the synchronization process to sync all the fields from QuickBooks to Sage CRM and vice-versa.
\n
\nAbout Us<\/span><\/span>
\n<\/span><\/span><\/i><\/strong>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\n
\nAlso read :<\/span><\/strong><\/em><\/p>\n

1. GUMU for Sage CRM \u2013 QuickBooks integration \u2013 Synchronization processes<\/a>
\n2. Configuring GUMU for Sage CRM \u2013 QuickBooks Integration<\/a>
\n3. GUMU™ Integration for Sage CRM is now compatible with Australian Version of QuickBooks<\/a>
\n4. GUMU for SageCRM \u2013 QuickBooks Integration<\/a>
\n5. GUMU Tips \u2013 Unable to access SageCRMPlugin.SageCRM Object<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Our GUMU™ for Sage CRM \u2013 QuickBooks integration link is an external bi-directional link which synchronize data from Sage CRM to QuickBooks and vice versa.\u00a0Today in this blog, we will explain how to create custom fields in Sage CRM which can be integrated with QuickBooks. New Stuff: Calculate Sales Tax in Sage CRM using AvaTax\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":[1],"tags":[693,861,1143,1856,2054],"class_list":["post-12214","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-cloud-crm","tag-custom-fields-2","tag-fields","tag-quickbooks","tag-sage-crm-cloud"],"yoast_head":"\nCreate Custom Fields in Sage CRM Cloud\/On-Premise for Sage CRM \u2013 QuickBooks Integration - 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\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create Custom Fields in Sage CRM Cloud\/On-Premise for Sage CRM \u2013 QuickBooks Integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Our GUMU™ for Sage CRM \u2013 QuickBooks integration link is an external bi-directional link which synchronize data from Sage CRM to QuickBooks and vice versa.\u00a0Today in this blog, we will explain how to create custom fields in Sage CRM which can be integrated with QuickBooks. New Stuff: Calculate Sales Tax in Sage CRM using AvaTax\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2016-03-09T05:46:39+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/SageCRMcloud-1024x516.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\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/\",\"name\":\"Create Custom Fields in Sage CRM Cloud\/On-Premise for Sage CRM \u2013 QuickBooks Integration - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/SageCRMcloud-1024x516.jpg\",\"datePublished\":\"2016-03-09T05:46:39+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/SageCRMcloud-1024x516.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/SageCRMcloud-1024x516.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Create Custom Fields in Sage CRM Cloud\/On-Premise for Sage CRM \u2013 QuickBooks Integration\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Create Custom Fields in Sage CRM Cloud\/On-Premise for Sage CRM \u2013 QuickBooks Integration - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/","og_locale":"en_US","og_type":"article","og_title":"Create Custom Fields in Sage CRM Cloud\/On-Premise for Sage CRM \u2013 QuickBooks Integration - Sage CRM \u2013 Tips, Tricks and Components","og_description":"Our GUMU™ for Sage CRM \u2013 QuickBooks integration link is an external bi-directional link which synchronize data from Sage CRM to QuickBooks and vice versa.\u00a0Today in this blog, we will explain how to create custom fields in Sage CRM which can be integrated with QuickBooks. New Stuff: Calculate Sales Tax in Sage CRM using AvaTax\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2016-03-09T05:46:39+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/SageCRMcloud-1024x516.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/","name":"Create Custom Fields in Sage CRM Cloud\/On-Premise for Sage CRM \u2013 QuickBooks Integration - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/SageCRMcloud-1024x516.jpg","datePublished":"2016-03-09T05:46:39+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/SageCRMcloud-1024x516.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/SageCRMcloud-1024x516.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/09\/create-custom-fields-in-sage-crm-cloudon-premise-for-sage-crm-quickbooks-integration\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Create Custom Fields in Sage CRM Cloud\/On-Premise for Sage CRM \u2013 QuickBooks Integration"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/12214","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=12214"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/12214\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=12214"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=12214"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=12214"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}