{"id":8575,"date":"2014-08-30T13:41:40","date_gmt":"2014-08-30T13:41:40","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8575"},"modified":"2014-08-30T13:41:40","modified_gmt":"2014-08-30T13:41:40","slug":"synchronize-dropdown-feature-in-gumu-sage-crm-sage-erp-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/30\/synchronize-dropdown-feature-in-gumu-sage-crm-sage-erp-x3\/","title":{"rendered":"Synchronize Dropdown feature in GUMU Sage CRM \u2013 Sage ERP X3"},"content":{"rendered":"

As we have mentioned in our previous blog post, we are coming up with a new integration product where we will be integrating Sage ERP X3 with Sage CRM. With the help of this product, a user can create Orders and Customers from sage CRM to sage ERP X3 on real time basis. For creating orders\/customers in Sage ERP X3 from Sage CRM, the following steps should be followed,
\nNew Stuff<\/strong><\/span>: Sage 100 user mapping with Sage CRM User<\/a>
\n1.\u00a0 Import Customers from Sage ERP X3 to Sage CRM
\n2.\u00a0 Import product from Sage ERP X3 to Sage CRM
\n3.\u00a0 Synchronize Dropdown so that all the Essential dropdown values necessary for processing\u00a0 orders\u00a0 and promoting customers from\u00a0 sage CRM gets populated in Sage CRM
\nIn this blog post, we will go through the Synchronize dropdown process. Currently in our GUMU for Sage CRM \u2013 Sage ERP X3, we are synchronizing dropdown options for Tax rules, Sites, Currency and payment terms. User has to follow below steps to synchronize the dropdown,
\n1.\u00a0 Login to Sage CRM.
\n2.\u00a0 Navigate to administration > Sage ERP X3 > Synchronize Dropdowns.
\n3.\u00a0 Select the Folder Name for which user wants to synchronize the dropdown.
\n\"Image01\"<\/a>
\n4.\u00a0 Select checkboxes for the dropdowns you want to sync in Sage CRM and click on the Sync button.
\n5.\u00a0 Finally, refresh the Metadata.
\nPlease note that this is a onetime process and if user adds any new options to any of the above dropdown field, then you just have to select that field in Synchronize dropdown page and click the sync button. This will bring the new option in Sage CRM.
\nAlso Read<\/strong><\/span>:-
\n1.\u00a0\u00a0\u00a0 Steps to Import Sage ERP X3 Customers in Sage CRM<\/a>
\n2.\u00a0\u00a0 GUMU for Sage CRM \u2013 Sage ERP X3 Integration<\/a>
\n3.\u00a0\u00a0 Sage CRM and Sage 100 user configurations for GUMU integration<\/a>
\n4.\u00a0\u00a0 GUMU™ Pre-requisite Setting for IIS<\/a>
\n5.\u00a0\u00a0 GUMU integration loads all type of pricing on real time basis<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

As we have mentioned in our previous blog post, we are coming up with a new integration product where we will be integrating Sage ERP X3 with Sage CRM. With the help of this product, a user can create Orders and Customers from sage CRM to sage ERP X3 on real time basis. For creating\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":[1238,1285,1306,2189,2378,2618],"class_list":["post-8575","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","tag-gumu","tag-gumuerpx3","tag-gumux3","tag-sageerpx3","tag-synchronize","tag-x3"],"yoast_head":"\nSynchronize Dropdown feature in GUMU Sage CRM \u2013 Sage ERP X3 - 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\/08\/30\/synchronize-dropdown-feature-in-gumu-sage-crm-sage-erp-x3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Synchronize Dropdown feature in GUMU Sage CRM \u2013 Sage ERP X3 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As we have mentioned in our previous blog post, we are coming up with a new integration product where we will be integrating Sage ERP X3 with Sage CRM. With the help of this product, a user can create Orders and Customers from sage CRM to sage ERP X3 on real time basis. 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