{"id":7979,"date":"2014-05-31T06:44:25","date_gmt":"2014-05-31T06:44:25","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=7979"},"modified":"2023-10-04T06:35:44","modified_gmt":"2023-10-04T06:35:44","slug":"sage-100-sales-order-import-into-sage-crm-2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/31\/sage-100-sales-order-import-into-sage-crm-2\/","title":{"rendered":"Import Sage 100 Sales order data into Sage CRM"},"content":{"rendered":"

Recently one of our client come up with a requirement where they wanted to import Sage 100 Sales Orders into their Sage\u00a0CRM so that they can do some reporting stuff with those imported orders. We\u00a0have\u00a0Sage CRM –\u00a0add-on which can be use to import sales order data from Sage 100 to Sage CRM.\u00a0Today we will go through the working of this sage 100 Sales Order import<\/b> utility.<\/p>\n

1. Configure Sage CRM details:-<\/strong>\u00a0In below screen user can configure their Sage 100 application. It requires details like Sage 100 Home directory path, sage 100 user name and password. Once done, please run the test connection to check if Sage 100 details are filled correctly.
\n\"Salesorder\"<\/a>
\n2.\u00a0 Configure Sage 100 details :- <\/strong>In below screen user can configure their Sage 100 application. It requires details like Sage 100 Home directory path, sage 100 user name and password. Once done, please run the test connection to check if Sage 100 details are filled correctly.
\n\"Salesorder2\"<\/a>
\nOnce everything is configured and tested the connection successfully then user need to save configuration by clicking on \u201cSave Configuration<\/b>\u201d button.
\n3.\u00a0 Schedule Import Process :- <\/strong>We also have a feature \u201cSchedule Process using windows scheduler<\/b>\u201d by which user can able to schedule process using windows scheduler at specific interval of time without launching the UI screen.
\nTo schedule a process user have to follow below steps:-
\n\u00a0\u00a0 Step 1:-<\/b> Select \u201cCreate Schedule File<\/b>\u201d tab.
\n\u00a0\u00a0 Step 2:-<\/b> User have to click on button \u201cCreate Schedule File<\/b>\u201d (Kindly refer the below screen shot).
\n\"Salesorder3\"<\/a>
\n\u00a0\u00a0\u00a0 Step 3:-<\/b> user have to make sure that check box \u201cSchedule Process using Windows Scheduler<\/b>\u201d is selected. \u00a0If it is not checked then Schedule process will not run even if it is scheduled using windows scheduler.
\n\"salesorder4\"<\/a>
\n\u00a0\u00a0 Step 4<\/b>:- User have to create a task in windows scheduler using the \u201cScheduler.bat<\/b>\u201d file which we created in step 3. User can find the batch file at path mentioned in text box on \u201cCreate Schedule file<\/b>\u201d tab (Kindly refer the above image).
\nOnce this is done, \u00a0you are set for Sales order synchronization from Sage 100 to Sage CRM.<\/p>\n","protected":false},"excerpt":{"rendered":"

Recently one of our client come up with a requirement where they wanted to import Sage 100 Sales Orders into their Sage\u00a0CRM so that they can do some reporting stuff with those imported orders. We\u00a0have\u00a0Sage CRM –\u00a0add-on which can be use to import sales order data from Sage 100 to Sage CRM.\u00a0Today we will go\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":[1],"tags":[1268,1274,1286,1406,1407,1970,2202,2222],"class_list":["post-7979","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-gumu-sage-100-tips","tag-gumu-tips","tag-gumumas","tag-import-sales-order","tag-import-salesorder","tag-sage-100-order-import","tag-sales-order-import","tag-salesorder-import"],"yoast_head":"\nImport Sage 100 Sales order data into 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\/2014\/05\/31\/sage-100-sales-order-import-into-sage-crm-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Import Sage 100 Sales order data into Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Recently one of our client come up with a requirement where they wanted to import Sage 100 Sales Orders into their Sage\u00a0CRM so that they can do some reporting stuff with those imported orders. We\u00a0have\u00a0Sage CRM –\u00a0add-on which can be use to import sales order data from Sage 100 to Sage CRM.\u00a0Today we will go\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/31\/sage-100-sales-order-import-into-sage-crm-2\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-05-31T06:44:25+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-04T06:35:44+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/Salesorder1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/31\/sage-100-sales-order-import-into-sage-crm-2\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/31\/sage-100-sales-order-import-into-sage-crm-2\/\",\"name\":\"Import Sage 100 Sales order data into Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/31\/sage-100-sales-order-import-into-sage-crm-2\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/31\/sage-100-sales-order-import-into-sage-crm-2\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/Salesorder1.jpg\",\"datePublished\":\"2014-05-31T06:44:25+00:00\",\"dateModified\":\"2023-10-04T06:35:44+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/31\/sage-100-sales-order-import-into-sage-crm-2\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/31\/sage-100-sales-order-import-into-sage-crm-2\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/31\/sage-100-sales-order-import-into-sage-crm-2\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/Salesorder1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/Salesorder1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/31\/sage-100-sales-order-import-into-sage-crm-2\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Import Sage 100 Sales order data into Sage CRM\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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