{"id":14835,"date":"2017-07-31T10:59:52","date_gmt":"2017-07-31T10:59:52","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=14835"},"modified":"2017-07-31T10:59:52","modified_gmt":"2017-07-31T10:59:52","slug":"new-features-in-gumu-for-sage-crm-sage-x3-integration-bulk-import-customer","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/31\/new-features-in-gumu-for-sage-crm-sage-x3-integration-bulk-import-customer\/","title":{"rendered":"New Features in GUMU&#x2122; for Sage CRM \u2013 Sage X3  Integration &#8211; Bulk Import Customer"},"content":{"rendered":"<p>Our GUMU&#x2122; 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 Sales orders data from Sage CRM on real time basis.<\/p>\n<p style=\"text-align: center;\"><span style=\"color: #993300;\"><em>New\u00a0Stuff:<\/em><\/span>\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/31\/setting-require-of-bulk-import-from-sage-x3-to-sage-crm\/\" target=\"_blank\">Setting require of \u2013 Bulk Import from Sage X3 to Sage CRM<\/a><\/p>\n<p>In\u00a0our\u00a0GUMU&#x2122;\u00a0integration,\u00a0we\u00a0keep\u00a0on\u00a0adding\u00a0new\u00a0features\u00a0which\u00a0is\u00a0very\u00a0helpful\u00a0for\u00a0your\u00a0business\u00a0process and\u00a0users.\u00a0In the upcoming GUMU&#x2122; integration of Sage CRM &#8211; Sage X3 releases, we are planning to add an additional options of Bulk Import on our Import Customer\/Product routine from Sage X3 to Sage CRM.<br \/>\nToday In this blog, we will discuss about Bulk Import Customer feature wherein user can import customers from Sage X3 to Sage CRM. The Bulk Import customer functionality will import customers of Sage X3 to Sage CRM faster than other two options since it uses the SQL Linked server option to fetch data from Sage X3.<br \/>\nFor importing Bulk customers from Sage ERP X3 to CRM, please follow below steps:-<br \/>\n\u2013\u00a0\u00a0 In Sage CRM, go to\u00a0Sage CRM <strong>Administration<\/strong>\u00a0menu.<br \/>\n\u2013\u00a0\u00a0 Click on\u00a0<strong>Sage ERP X3<\/strong>-&gt; <strong>Import Business Partners<\/strong> button. It will navigate you to Import Product page<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/ImportCustomer.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-large wp-image-14856\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/ImportCustomer-1024x289.jpg\" alt=\"\" width=\"595\" height=\"168\" \/><\/a><br \/>\n\u2013\u00a0\u00a0 Select <strong>Folder Name<\/strong> from which you want to import customers.<br \/>\n\u2013\u00a0\u00a0 Select <strong>Bulk Customer<\/strong> Import option.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/ImportCustomer1.jpg\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-14857\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/ImportCustomer1-1024x271.jpg\" alt=\"\" width=\"595\" height=\"157\" \/><\/a><br \/>\n\u2013\u00a0\u00a0 Finally Click on <strong>Sync<\/strong> Button.<br \/>\nThis will import customers from Sage ERP X3 to Sage CRM.<br \/>\nFor any queries related to GUMU integration, you can contact us at Sage@greytrix.com<br \/>\n<strong>About Us<\/strong><\/p>\n<p style=\"text-align: justify;\"><a href=\"http:\/\/www.greytrix.com\/\" target=\"_blank\">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<p style=\"text-align: justify;\"><a href=\"http:\/\/www.greytrix.com\/\" target=\"_blank\">Greytrix\u00a0<\/a>has some unique integration solutions for Sage CRM with Sage ERP\u2019s (<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\" target=\"_blank\">Sage X3<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\" target=\"_blank\">Sage 100<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-500-erp-integration\" target=\"_blank\">Sage 500<\/a>\u00a0and\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\" target=\"_blank\">Sage 300<\/a>).We also offer best-in-class\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\" target=\"_blank\">Sage ERP<\/a> and <a href=\"http:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\" target=\"_blank\">Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. <a href=\"http:\/\/www.greytrix.com\/\" target=\"_blank\">Greytrix<\/a>\u00a0helps in\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/act-sage-crm-migration\" target=\"_blank\">migrating to Sage CRM from ACT<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/goldmine-sage-crm-migration\" target=\"_blank\">Goldmine<\/a>\u00a0and other CRM\u2019s.<\/p>\n<p style=\"text-align: justify;\">For more information on our integration solutions, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\" target=\"_blank\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n<p><span style=\"color: #993300;\">Also read :<\/span><br \/>\n1. <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/09\/gumu-integration-vs-sage-integration-for-sage-crm-and-sage-x3\/\" target=\"_blank\">GUMU Integration vs Sage Integration for Sage CRM and Sage X3<\/a><br \/>\n2. <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/30\/gumu-for-sage-crm-sage-x3-integration-with-sage-crm-version-2017-r1\/\" target=\"_blank\">GUMU&#x2122; for Sage CRM \u2013 Sage X3 Integration with Sage CRM version 2017 R1<\/a><br \/>\n3.\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/08\/31\/real-time-change-from-sage-erp-x3-to-sage-crm-troubleshooting-tips\/\" target=\"_blank\">Real time Change from Sage ERP X3 to Sage CRM \u2013 Troubleshooting Tips<\/a><br \/>\n4. <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/11\/how-to-resolve-error-while-reading-webservices-description-troubleshooting-tips\/\" target=\"_blank\">How to resolve error while reading webservices description \u2013 Troubleshooting Tips<\/a><br \/>\n5. <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/title-code-setting-in-gumu-for-sage-crm-sage-x3-integration\/\" target=\"_blank\">Title code setting in GUMU&#x2122; for Sage CRM \u2013 Sage X3 integration<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our GUMU&#x2122; 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 Sales orders data from Sage CRM on real time basis. New\u00a0Stuff:\u00a0Setting require of \u2013 Bulk Import from Sage X3\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/31\/new-features-in-gumu-for-sage-crm-sage-x3-integration-bulk-import-customer\/\">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":[192,332],"tags":[628,629,1306,1393,1394,1395,2168],"class_list":["post-14835","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","tag-bulk","tag-bulk-customer","tag-gumux3","tag-import","tag-import-business-partners","tag-import-customer","tag-sage-x3"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>New Features in GUMU&#x2122; for Sage CRM \u2013 Sage X3 Integration - Bulk Import Customer - 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\/07\/31\/new-features-in-gumu-for-sage-crm-sage-x3-integration-bulk-import-customer\/\" \/>\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&#x2122; for Sage CRM \u2013 Sage X3 Integration - Bulk Import Customer - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Our GUMU&#x2122; for Sage CRM \u2013 Sage X3 integration, user can sync all the customers, products from Sage X3 to Sage CRM using Import process. 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