{"id":3841,"date":"2013-04-30T10:03:40","date_gmt":"2013-04-30T10:03:40","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=3841"},"modified":"2013-04-30T10:03:40","modified_gmt":"2013-04-30T10:03:40","slug":"import-customers-in-sage-crm-using-gumu-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/04\/30\/import-customers-in-sage-crm-using-gumu-integration\/","title":{"rendered":"Import Customers in Sage CRM using GUMU Integration"},"content":{"rendered":"

GUMU™ Integration for Sage CRM-Sage 100 ERP provides an easy import process for customers from Sage 100 ERP (formerly Sage MAS 90\/200 ERP) to Sage CRM. Though the process is stress-free and simple, we would discuss the same in this blog.
\nOnce admin user is done with the configuration part of MAS 90\/200 Administration [Including Configuring company, Assigning security rights to the users, and Synchronizing dropdowns], admin user can move ahead to Import Customers.
\nAlso Read:\u00a0<\/strong><\/span>GUMU Integration for Sage CRM with Sage 100 ERP now supports Multi-Browsers<\/a><\/em>
\nHence, navigate to MAS 90\/200 Administration >> Import Customers. You will find the below screen:<\/p>\n

\"\"<\/a><\/p>\n

1. Select Company:<\/strong> If there are multiple Sage 100 companies integrated with single instance of Sage CRM, then drop view and select company whose customers you wish to import. If there is one single company then this would be selected by default.
\nNote:<\/strong> GUMU™ integration for Sage CRM-Sage 100 ERP supports multi-company.<\/em><\/p>\n

2. Customers Updated Since:<\/strong> You can import customers in 2 ways; first of which is \u2018Customers Updated Since\u2019, here you can import all the customers whose last updated date or created date is on or after the selected date from the date drop view.<\/p>\n

\"\"<\/a><\/p>\n

Once you select the date, click on \u2018Sync\u2019 to synchronize all the customers updated since that date, would be imported from Sage 100 ERP to Sage CRM.
\nNote:<\/em><\/strong> If you do not select any date and yet click on \u2018Sync\u2019 option all the customer of Sage 100 Company would be imported to Sage CRM.<\/em><\/p>\n

3.\u00a0<\/span><\/strong>From and To Customer Number:\u00a0<\/strong>Second way of importing customers is to filter with the help of customer numbers by entering the \u2018From\u2019 customer number and \u2018To\u2019 customer number. Here you need to enter the entire customer number; hence, by clicking on \u2018Sync\u2019, all the customers created\/ updated within the selected criteria would be imported to Sage CRM from Sage 100 ERP.<\/span><\/p>\n

\"\"<\/a><\/p>\n

Note:<\/em><\/strong> If you do not select any \u2018From\u2019 and \u2018To\u2019 customer number and yet a click on \u2018Sync\u2019 option, it would import the entire customer from Sage 100 Company to Sage CRM.<\/em><\/p>\n

If incase, we just enter either of one data, for example we just entered \u2018From Customer Number\u2019 and left the \u2018To Customer Number\u2019 blank then all the customers starting from the specified customer number would be imported to Sage CRM.<\/span><\/p>\n

Similarly, if we leave the \u2018From Customer Number\u2019 column blank and just fill in the \u2018To Customer Number\u2019 column then, all the customers up till the mentioned customer number will be imported to Sage CRM.<\/span><\/p>\n

Hence, a very simple and easy to use Import Customer option in GUMU™ Integration for Sage CRM-Sage 100 ERP, which helps its user to make the task simple and user friendly.<\/span>
\nRelated Posts:<\/strong><\/p>\n

1.<\/strong>\u00a0GUMU for Sage CRM integration with Sage 100 ERP<\/a>
\n2.<\/strong>\u00a0Salesperson Mapping Functionality in GUMU Sage 100 ERP integration<\/a>
\n3.<\/strong>\u00a0Synchronize Dropdowns in Sage CRM using GUMU Integration<\/a>
\n4.<\/strong>\u00a0Link Functionality in GUMU for Sage CRM \u2013 Sage 100 ERP<\/a>
\n5.<\/strong>\u00a0Create AR Invoice in Sage CRM using GUMU Sage CRM-Sage 100 ERP Integration<\/a>
\n6.<\/strong>\u00a0Configuration and Working for Creating AR Invoice in Sage CRM using GUMU Integration<\/a>
\n7.<\/strong>\u00a0Item Search functionality in GUMU Integration for Sage CRM \u2013 Sage 100 ERP<\/a>
\n8.<\/strong>\u00a0Creating Quote and Order for Non-Linked Customer in Sage CRM using GUMU Integration<\/a>
\n9.<\/strong>\u00a0Purchase History Lookup in GUMU for Sage CRM \u2013 Sage 100 ERP Integration<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

GUMU™ Integration for Sage CRM-Sage 100 ERP provides an easy import process for customers from Sage 100 ERP (formerly Sage MAS 90\/200 ERP) to Sage CRM. Though the process is stress-free and simple, we would discuss the same in this blog. Once admin user is done with the configuration part of MAS 90\/200 Administration [Including\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332],"tags":[1258,1408,1963,2010,2159],"class_list":["post-3841","post","type-post","status-publish","format-standard","hentry","category-sage-crm","tag-gumu-integration","tag-importing-customers","tag-sage-100-erp","tag-sage-crm","tag-sage-mas-90200-erp"],"yoast_head":"\nImport Customers in Sage CRM using GUMU Integration - 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\/2013\/04\/30\/import-customers-in-sage-crm-using-gumu-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Import Customers in Sage CRM using GUMU Integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU™ Integration for Sage CRM-Sage 100 ERP provides an easy import process for customers from Sage 100 ERP (formerly Sage MAS 90\/200 ERP) to Sage CRM. Though the process is stress-free and simple, we would discuss the same in this blog. 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