{"id":14497,"date":"2017-06-21T08:19:38","date_gmt":"2017-06-21T08:19:38","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=14497"},"modified":"2023-11-03T06:56:52","modified_gmt":"2023-11-03T06:56:52","slug":"new-features-in-gumu-for-sage-crm-sage-x3-integration-link-business-partners","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/06\/21\/new-features-in-gumu-for-sage-crm-sage-x3-integration-link-business-partners\/","title":{"rendered":"New Features in GUMU\u2122 for Sage CRM – Sage X3 Integration – Link Business Partners"},"content":{"rendered":"

GUMU\u2122 for Sage CRM \u2013 Sage X3 integration<\/a> is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. In GUMU\u2122 for Sage CRM \u2013 Sage X3 integration, user can sync all the customers, products from Sage X3 to Sage CRM using Import process. Sage CRM user can see all the invoice history data and open orders sales data from Sage CRM on real time basis.<\/p>\n

New\u00a0Stuff:<\/em><\/span>\u00a0Pre\u2013 Requisites for installing GUMU for Sage CRM- Sage ERP X3<\/a><\/p>\n

Today in this blog, we will discuss Link Business Partners functionality. In our newer version of GUMU\u2122 integration, we are coming up with new feature wherein user can link multiple records at a time. This feature can be very useful when there are same customer records in Sage CRM and Sage X3 as well. In such case, we can make use of Link functionality. Refer below screenshot.<\/p>\n

\"\"<\/a>
User can link the records using 2 ways to link non-integrated records.
1) Auto Link
2) Manual Link<\/p>\n

User can search for the records based on company name\/phone or email address and then can link companies.<\/p>\n

\"\"<\/a>
In next blog, we will elaborate in detail information about Auto Link and Manual Link features.
\u00a0
About Us<\/strong><\/p>\n

Greytrix<\/a> 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.<\/p>\n

Greytrix\u00a0<\/a>has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.<\/p>\n

For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n

\u00a0
Also read :<\/span>
1. GUMU Integration vs Sage Integration for Sage CRM and Sage X3<\/a>
2. GUMU\u2122 for Sage CRM \u2013 Sage X3 Integration with Sage CRM version 2017 R1<\/a>
3.\u00a0Real time Change from Sage ERP X3 to Sage CRM \u2013 Troubleshooting Tips<\/a>
4. How to resolve error while reading webservices description \u2013 Troubleshooting Tips<\/a>
5. Title code setting in GUMU\u2122 for Sage CRM \u2013 Sage X3 integration<\/a><\/p>\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

GUMU\u2122 for Sage CRM \u2013 Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. In GUMU\u2122 for Sage CRM \u2013 Sage X3 integration, user can sync all the customers, products from Sage X3 to Sage CRM using Import process. Sage CRM\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":[192,332],"tags":[1280,1306,1519,1521,2178],"class_list":["post-14497","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","tag-gumu-x3-integration","tag-gumux3","tag-link-business-partners","tag-link-functionality","tag-sage-x3integration"],"yoast_head":"\nNew Features in GUMU\u2122 for Sage CRM - Sage X3 Integration - Link Business Partners - 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\/2017\/06\/21\/new-features-in-gumu-for-sage-crm-sage-x3-integration-link-business-partners\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New Features in GUMU\u2122 for Sage CRM - Sage X3 Integration - Link Business Partners - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU\u2122 for Sage CRM \u2013 Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. 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