{"id":26908,"date":"2022-12-19T12:49:26","date_gmt":"2022-12-19T12:49:26","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=26908"},"modified":"2022-12-19T12:49:28","modified_gmt":"2022-12-19T12:49:28","slug":"salesperson-mapping-sage-x3-to-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/12\/19\/salesperson-mapping-sage-x3-to-sage-crm\/","title":{"rendered":"Salesperson Mapping Sage X3 to Sage CRM"},"content":{"rendered":"\n

GUMU™ for Sage CRM \u2013 Sage 100 integration<\/a>\u00a0is a real-time, bi-directional link.\u00a0In our last post, we went through the\u00a0GUMU Integration Chart Feature In Sage 100.<\/a> Recently, we have added a feature where the Sage CRM system administrator can map Sage 100 users with Sage CRM users. Today in this blog post, we will go through this functionality.<\/p>\n\n\n\n

Recently one of our clients requested a new customization for mapping Sage X3 salespersons to Sage CRM users. For this customization, we developed a functionality from which the Sage CRM users can be mapped manually with the Sage X3 Salespersons. This functionality enables the integration between a Sage CRM Account Manager and Sage X3 Salesperson.<\/p>\n\n\n\n

As per this implemented functionality,\u00a0<\/strong>If you import a customer from Sage X3 using the GUMU Import routine, which has \u201cSusan Maye\u201d<\/strong> as a salesperson. Then in Sage CRM while editing\/updating that Company, the Account Manager value will be set as \u201cSystem Administrator\u201d<\/strong> as that is the Sage CRM user mapped with \u201cSusan Maye\u201d<\/strong> in the Salesperson Mapping.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

So now, let\u2019s walk through the steps to map a Sage CRM user with Sage X3 user.<\/p>\n\n\n\n

  1. For the mapping of the Sage CRM user with the Sage X3 user click on Administration \u00e0 Sage X3 \u00e0 Map Sage CRM Users.<\/strong><\/li>
  2. After opening the Map Sage CRM Users<\/strong> page \u00e0 Click on Next Button<\/strong> and then click on the Find<\/strong> button<\/strong>, you will be able to see the above-attached Screen.<\/li>
  3. Here select the Sage CRM User Name against the Sage X3 Salesperson Name that you want to map and click on the Save Button<\/strong>.<\/li>
  4. Once you Save <\/strong>the mapping, then you need to Import the customers for the mappings to be reflected against the Customer records.<\/li><\/ol>\n\n\n\n

    Following the above steps, you will be able to Map the Sage X3 Sales Rep <\/strong>with the \u201cAccount Manager\u201d<\/strong> against the Company records in Sage CRM.<\/p>\n\n\n\n

    About Us<\/strong><\/span><\/p>\n\n\n\n

    Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

    Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    GUMU™ for Sage CRM \u2013 Sage 100 integration\u00a0is a real-time, bi-directional link.\u00a0In our last post, we went through the\u00a0GUMU Integration Chart Feature In Sage 100. Recently, we have added a feature where the Sage CRM system administrator can map Sage 100 users with Sage CRM users. Today in this blog post, we will go through\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4206,192,1],"tags":[4607,4609,1238,1258,1435,2010,2062,2168,2225,4608],"class_list":["post-26908","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","category-uncategorized","tag-crm200","tag-custom-feature","tag-gumu","tag-gumu-integration","tag-integration","tag-sage-crm","tag-sage-crm-customization","tag-sage-x3","tag-salesperson-mapping","tag-x3crm-integration"],"yoast_head":"\nSalesperson Mapping Sage X3 to 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\/2022\/12\/19\/salesperson-mapping-sage-x3-to-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Salesperson Mapping Sage X3 to Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU™ for Sage CRM \u2013 Sage 100 integration\u00a0is a real-time, bi-directional link.\u00a0In our last post, we went through the\u00a0GUMU Integration Chart Feature In Sage 100. 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