{"id":12942,"date":"2016-06-21T12:56:55","date_gmt":"2016-06-21T12:56:55","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12942"},"modified":"2016-06-21T12:56:55","modified_gmt":"2016-06-21T12:56:55","slug":"create-sage-x3-erp-primary-contact-from-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/create-sage-x3-erp-primary-contact-from-sage-crm\/","title":{"rendered":"Create Sage X3 ERP Primary contact from Sage CRM"},"content":{"rendered":"

In our previous blog post, we went through the steps to <\/span><\/span><\/span>create additional addresses<\/a> <\/span><\/span><\/span>and <\/span><\/span><\/span>contacts<\/a> <\/span><\/span><\/span>from Sage CRM to Sage X3 ERP. In this blog, we will discuss how to create primary Contact at Sage X3\u00a0using GUMU™ Integration.<\/span><\/span><\/span><\/p>\n

New\u00a0Stuff<\/b>:<\/em>\u00a0<\/span>How to resolve error while reading webservices description \u2013 Troubleshooting Tips<\/a><\/p>\n

Sage CRM user will have to follow below steps in order to promote contact from Sage CRM to Sage X3 as primary contact.
\n1. Create new Person under Sage CRM Company (Sage X3 Customer) which is already linked with Sage X3 ERP (or select existing person).
\n2. Check the Sage X3 ERP check box for X3 promoting this contact to Sage X3 ERP.
\n3. Now for setting this person as Primary Contact, user will have to check the \u201cSet as default person\u201d for company check box. This is an important step for setting a particular contact as primary contact in Sage X3 ERP.
\n\"X3\"<\/a>
\n4. Click on Save button to Promote\u00a0the primary person in Sage X3 ERP.
\n\"X31\"<\/a>
\nThis will set this particular Sage CRM contact as primary contact in Sage X3 ERP. Below are the field mapping,
\n\"Field<\/a>
\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.
\nAlso Read :<\/span>
\n1. \u00a0Implementing Real time synchronization from Sage CRM to Sage X3 using GUMU<\/a>
\n2. Implementing Real time synchronization from Sage X3 to Sage CRM using GUMU<\/a>
\n3. GUMU Integration vs Sage Integration for Sage CRM and Sage X3<\/a>
\n4. GUMU™ for Sage CRM \u2013 Sage ERP X3 Integration \u2013 Edit orders<\/a>
\n5. Real time Change from Sage ERP X3 to Sage CRM \u2013 Troubleshooting Tips<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In our previous blog post, we went through the steps to create additional addresses and contacts from Sage CRM to Sage X3 ERP. In this blog, we will discuss how to create primary Contact at Sage X3\u00a0using GUMU™ Integration. New\u00a0Stuff:\u00a0How to resolve error while reading webservices description \u2013 Troubleshooting Tips Sage CRM user will have\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":[940,1280,1306,1435,1803],"class_list":["post-12942","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-default-contact","tag-gumu-x3-integration","tag-gumux3","tag-integration","tag-primary-contact"],"yoast_head":"\nCreate Sage X3 ERP Primary contact from 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\/2016\/06\/21\/create-sage-x3-erp-primary-contact-from-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create Sage X3 ERP Primary contact from Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog post, we went through the steps to create additional addresses and contacts from Sage CRM to Sage X3 ERP. 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