{"id":8339,"date":"2014-07-29T13:23:40","date_gmt":"2014-07-29T13:23:40","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8339"},"modified":"2025-01-28T04:07:10","modified_gmt":"2025-01-28T04:07:10","slug":"importing-customization-for-real-time-changes-from-sage-500-to-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/29\/importing-customization-for-real-time-changes-from-sage-500-to-sage-crm\/","title":{"rendered":"Importing Customization for Real time changes from Sage 500 to Sage CRM"},"content":{"rendered":"

As we all know that our GUMU™ integration for Sage CRM to Sage 500 is a real time bi-directional link where any changes made to Sage CRM is updated to sage 500 on a real time basis.
\nOnce we install GUMU™ and configure it with Sage 500 company code, real time changes from Sage CRM to Sage 500 starts working automatically without making any additional setting or changes.\u00a0 But for Sage 500 to Sage CRM real time changes, user will have to add customization in Sage 500. In this blog I would be explaining the steps to import the GUMU scripts for Sage 500 to Sage CRM real time changes.
\nBefore importing these scripts please make sure that
\na. \u00a0Customizer module is installed in Sage 500 which we would be using for Sage 500 to Sage CRM real time customer changes.
\nb. \u00a0If user has any additional customization then instead of importing the customization they will have to import manually in different way.<\/p>\n

GUMU™ for Sage CRM \u2013 Sage 500 Integration Trial <\/a>| Video <\/a>| Blog<\/a><\/strong><\/span><\/p>\n

Once you have confirmed the above point we can continue with the implementation of the customization. For this follow below steps:
\n1.\u00a0 Login to MAS 500 and go to Customizer\u00a0 -> \u00a0Activities -> Import Form Customizations. Please refer to the below snapshot:
\n\"Image1\"<\/a>
\n2.\u00a0 In the Import Form Customization Window, click the Open File toolbar Button. Refer the below image:
\n\"Image2\"<\/a>
\n3.\u00a0 For a default installation the path would be <GUMU installation folder>\\MAS 500 Integration Plugin\\MAS Customizations\\Imports.
\n\"Image3\"<\/a>
\n4.\u00a0 Select the export file (extension .BCP) i.e. GT_Customization.bcp to open and click Open.
\n\"Image4\"<\/a>
\n5. Click on the Save button to save the customizations the MAS 500 system.
\nNow, to apply the customization for multiple users please follow the below step
\n1.\u00a0 Select the Customizer Module, in that selects the \u2018Manage Form Customization\u2019.
\n2.\u00a0 Check the Checkbox as shown in the screen shot for the users for which the Real time changes should work and then click on the Apply Form Customization button.
\n\"Image5\"<\/a>
\n3.\u00a0 This will open the \u2018Apply Form Customization\u2019. From that \u2018Form\u2019 selects the level as a \u2018Company\u2019 from the dropdown. And Select the company name from the Company Dropdown.
\n\"Image6\"<\/a>
\n4.\u00a0 After that click on the \u2018Ok Button\u2019 and save it as shown below
\n\"Image7\"<\/a>
\nThis will apply all the changes from MAS to CRM Real time changes.<\/p>\n","protected":false},"excerpt":{"rendered":"

As we all know that our GUMU™ integration for Sage CRM to Sage 500 is a real time bi-directional link where any changes made to Sage CRM is updated to sage 500 on a real time basis. Once we install GUMU™ and configure it with Sage 500 company code, real time changes from Sage CRM\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[192],"tags":[1208,1238,1435,1646,1998,2378],"class_list":["post-8339","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","tag-greytrix","tag-gumu","tag-integration","tag-multi-company","tag-sage-500","tag-synchronize"],"yoast_head":"\nImporting Customization for Real time changes from Sage 500 to Sage CRM<\/title>\n<meta name=\"description\" content=\"Learn how to import customizations for real-time updates between Sage 500 and Sage CRM. Discover step-by-step guidance to streamline integration and enhance business efficiency.\" \/>\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\/07\/29\/importing-customization-for-real-time-changes-from-sage-500-to-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Importing Customization for Real time changes from Sage 500 to Sage CRM\" \/>\n<meta property=\"og:description\" content=\"Learn how to import customizations for real-time updates between Sage 500 and Sage CRM. 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