{"id":27969,"date":"2023-11-06T10:51:34","date_gmt":"2023-11-06T10:51:34","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=27969"},"modified":"2023-11-06T10:51:36","modified_gmt":"2023-11-06T10:51:36","slug":"sage-crm-and-sage-100-configuration-for-v2023-r1","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/11\/06\/sage-crm-and-sage-100-configuration-for-v2023-r1\/","title":{"rendered":"Sage CRM and Sage 100 Configuration for v2023 R1"},"content":{"rendered":"\n<p>Contemporary business management software, encompassing ERP systems and CRM solutions, can significantly accelerate your business growth by enhancing productivity and communication, all the while diminishing the time spent on administrative tasks. Sage CRM aids organizations in streamlining operations, spanning from marketing to order management, and offers features to log cases and their solutions within the system. On the other hand, ERP systems efficiently manage the accounting aspects, spanning from invoices to the general ledger (GL). Sage also offers an integration tool to merge these two systems, which can greatly contribute in the organization&#8217;s growth.<\/p>\n\n\n\n<p>In this blog we will discuss about how the Sage CRM and Sage 100 Configuration is done for the Sage CRM v2023 R1 and Sage 100 v2023.<\/p>\n\n\n\n<p><strong><em>New Stuff<\/em><\/strong>: <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\">\u00a0Supercharge Your Emails with Sage CRM 2023R2<\/a><\/p>\n\n\n\n<p>Following steps will help you to make the Sage CRM and Sage 100 Configuration easy.<\/p>\n\n\n\n<p><strong><em><u>Configurations for the CRM Server Options:<\/u><\/em><\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Firstly, you need to have a Sage CRM and Sage 100 installed on the machine.<\/li><li>Open the Sage 100 and navigate to Modules | Customer Relationship Management | CRM Server Options <\/li><\/ol>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/11\/Img1.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/11\/Img1.png alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>3. Enter the details in the fields as per mentioned below:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Instance Name<\/strong>: It should be the instance name of the CRM i.e., CRM.<\/li><li><strong>Integration Server Name<\/strong>: This is the server name on which Sage 100 2023 is installed.<\/li><li><strong>Integration Server Port ID<\/strong>: You can determine the Port ID by going to Control Panel | Administrative Tools | Services | Find the serviced called \u201c<strong>Sage 100 ERP Integration Engine\u2026<\/strong>\u201d. Within the parentheses on this service the port number is specified. Enter that value as the Port ID.<\/li><\/ul>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/11\/Img-2.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/11\/Img-2.png alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Sage 100 User Logon: <\/strong>Enter the Sage 100 application user logon.<\/li><li><strong>Sage CRM SQL Server Name: <\/strong>Enter the server name where the Sage CRM SQL is installed.<\/li><li><strong>Sage CRM SQL Database Name: <\/strong>Enter the database name of the CRM.<\/li><li><strong>Sage CRM Web Portal Address: <\/strong>Enter the Sage CRM URL.<\/li><li><strong>Username and Password: <\/strong>Enter the SQL username and password in the below in the Sage CRM SQL server logon section.<\/li><\/ul>\n\n\n\n<p>4. Once all the details are entered click on the \u201c<strong>Load Sage CRM Data<\/strong>\u201d button which will pull out data from Sage CRM into Sage 100.<\/p>\n\n\n\n<p>5. Then click on the \u201c<strong>Accept<\/strong>\u201d button to apply the changes that are mentioned.<\/p>\n\n\n\n<p><strong><em><u>Configurations for the CRM Company Options:<\/u><\/em><\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Navigate to Modules | Customer Relationship Management | CRM Company Options<\/li><li>Select the Instance ID that is created.<\/li><li>Check the checkbox for \u201c<strong>Allow Customer Creation from Sage CRM<\/strong>&#8220;<\/li><\/ol>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/11\/Img-3.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/11\/Img-3.png alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>4. Once done then click on \u201c<strong>Accept<\/strong>\u201d button to apply the changes.<\/p>\n\n\n\n<p><strong><em><u>Configurations at Salesperson user mapping:<\/u><\/em><\/strong><\/p>\n\n\n\n<p>For the configuration of the Salesperson users we need the list of the Sage CRM users that needs to be mapped with the Sage 100 logon user.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Navigate to Modules | Customer Relationship Management | Sales person user mapping.<\/li><li>Select the <strong>Sage CRM user name<\/strong> and <strong>Sage 100 username<\/strong> that needs to be mapped.<\/li><li>Click on <strong>\u201cAccept\u201d<\/strong> button.<\/li><li>Then in the <strong>Salesperson ID<\/strong> you can select any id for the same by clicking on the finder button.<\/li><\/ol>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/11\/Img-4.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/11\/Img-4.png alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>5. For e.g., if my Sage 100 logon name is \u201c<strong>CRM\u201d<\/strong> and Sage CRM username is \u201c<strong>admin<\/strong>\u201d.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/11\/Img-5.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/11\/Img-5.png alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>That respective Sage 100 and Sage CRM will be mapped.<gwmw style=\"display:none;\"><\/p>\n\n\n\n<p><strong><em><u>Configuration in Relationship Management Wizard:<\/u><\/em><\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Navigate to Modules | Customer Relationship Management | Relationship Management Wizard.<\/li><li>Click on the \u201c<strong>Next<\/strong>\u201d button.<\/li><\/ol>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/11\/Img-6.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/11\/Img-6.png alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>3. Then one by one you need to select the below options to load the data from Sage CRM to Sage 100.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/11\/Img-7.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/11\/Img-7.png alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Accounts Receivable and Customers and Companies.<\/li><li>Accounts Receivable and Contacts.<\/li><li>Accounts Receivable and Ship to addresses.<\/li><\/ul>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>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<p>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 style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; 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 style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Contemporary business management software, encompassing ERP systems and CRM solutions, can significantly accelerate your business growth by enhancing productivity and communication, all the while diminishing the time spent on administrative tasks. Sage CRM aids organizations in streamlining operations, spanning from marketing to order management, and offers features to log cases and their solutions within the\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/11\/06\/sage-crm-and-sage-100-configuration-for-v2023-r1\/\">Read More &raquo;<\/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":[1],"tags":[],"class_list":["post-27969","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage CRM and Sage 100 Configuration for v2023 R1 - 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\/2023\/11\/06\/sage-crm-and-sage-100-configuration-for-v2023-r1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM and Sage 100 Configuration for v2023 R1 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Contemporary business management software, encompassing ERP systems and CRM solutions, can significantly accelerate your business growth by enhancing productivity and communication, all the while diminishing the time spent on administrative tasks. 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