{"id":29679,"date":"2025-12-29T10:21:28","date_gmt":"2025-12-29T10:21:28","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=29679"},"modified":"2025-12-29T10:21:29","modified_gmt":"2025-12-29T10:21:29","slug":"sage-intacct-data-panel-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2025\/12\/29\/sage-intacct-data-panel-in-sage-crm\/","title":{"rendered":"New Sage Intacct Data Panel for Customers in Sage CRM \u2013 Sage Intacct GUMU™ Integration"},"content":{"rendered":"\n

GUMU™ for Sage CRM \u2013 Sage Intacct is a real-time, bi-directional integration<\/strong> designed to seamlessly synchronize customer and vendor data between Sage Intacct and Sage CRM. With this integration, users can access essential ERP information\u2014such as invoices, orders, and sales history\u2014directly within Sage CRM, improving operational efficiency and decision-making.<\/p>\n\n\n\n

As part of continuous enhancements, Greytrix has introduced a new feature in the latest GUMU™ release: The \u201cSage Intacct Data\u201d panel on the Company Summary screen<\/strong>. This feature offers quicker visibility into ERP financial details<\/strong> with a clean and modern interface.<\/p>\n\n\n\n

Key Interface Highlight \u2014 Collapsible Slide Panel<\/h3>\n\n\n\n

The new collapsible slide-bar design<\/strong> ensures:<\/p>\n\n\n\n

✔ A clean CRM interface
✔ On-demand access to Sage Intacct customer sales data
✔ Faster navigation without leaving the current screen<\/p>\n\n\n\n

Users can simply expand the panel when needed and collapse it afterward to maintain a clutter-free workspace.<\/p>\n\n\n\n

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

What Data Does the Sage Intacct Panel Display?<\/h3>\n\n\n\n

The panel shows read-only<\/strong> ERP sales data synchronized into the Sage CRM database.
These fields include:<\/p>\n\n\n\n

Field Name<\/th>Description<\/th><\/tr><\/thead>
Customer No<\/td>Unique customer number in Sage Intacct<\/td><\/tr>
Company Code<\/td>Integrated Sage Intacct company code<\/td><\/tr>
Credit Limit<\/td>Assigned credit limit for the customer<\/td><\/tr>
Entity<\/td>Sage Intacct entity associated with the customer<\/td><\/tr>
Last Invoice Date<\/td>The most recent invoice date from Sage Intacct<\/td><\/tr>
Last Sales Order Date<\/td>Latest sales order date for the customer<\/td><\/tr>
Total Outstanding<\/td>Total unpaid invoice amount<\/td><\/tr>
Rolling 12 Months<\/td>Total invoiced sales for the current fiscal year<\/td><\/tr>
Status<\/td>Customer\u2019s current status (Active\/Inactive)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

These fields update automatically once a customer is promoted<\/strong> or imported<\/strong> into Sage CRM via GUMU™.<\/p>\n\n\n\n

Data Sync Options for ERP Sales Information<\/h3>\n\n\n\n

Users have two flexible sync methods<\/strong> to keep customer data updated:<\/p>\n\n\n\n

1️⃣ Import Custom Fields (Manual Sync)<\/strong> <\/h4>\n\n\n\n

A built-in feature in Sage CRM under:
Administration \u2192 Sage Intacct \u2192 Import Custom Fields<\/strong><\/p>\n\n\n\n

Users can sync based on:<\/p>\n\n\n\n