{"id":8707,"date":"2014-09-23T14:59:50","date_gmt":"2014-09-23T14:59:50","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8707"},"modified":"2023-10-04T06:44:44","modified_gmt":"2023-10-04T06:44:44","slug":"one-time-processes-for-gumu-sage-crm-sage-100-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/one-time-processes-for-gumu-sage-crm-sage-100-integration\/","title":{"rendered":"One Time Processes for GUMU™ Sage CRM \u2013 Sage 100 integration"},"content":{"rendered":"

In our last post, we discussed about the real time processes in GUMU for Sage CRM \u2013 Sage 100 integration<\/a>.\u00a0 In this blog, we will go through the one time processes which can be run first time after GUMU installation. Below are the list of processes.
\n–\u00a0\u00a0\u00a0 Import Customer
\n–\u00a0\u00a0\u00a0 Import Products
\n–\u00a0\u00a0\u00a0 Synch Drop Down
\nNew Stuff<\/span>: <\/strong><\/em>GUMU for Sage CRM \u2013 Sage ERP X3 Integration<\/a>
\nLet\u2019s discuss these above mentioned processes in more details,
\nImport Customer:
\n<\/strong><\/span>
\nWhat it does?<\/strong>
\nThis process will import all the Customers along with their contacts and addresses from Sage 100 to Sage CRM.
\nWhen needs to be Run?<\/strong>
\nOnce you have imported all the customer in Sage CRM, there is no need to run this process again since GUMU\u2122 integration link is a real time bi-directional link. After implementing GUMU integration link, customers updated\/created in Sage 100 will automatically get updated in Sage CRM, unless it is not disabled by Sage 100 administrator. Sage 100 administrator can disable the real time updates from Sage 100 to Sage CRM in GUMU configuration as well as in GUMU Module present in Sage 100. In this case, Sage CRM user needs to run the import customer process.
\nAlso, if you are importing customers into Sage 100 from some external source (using excel import OR VI Import) and\u00a0 you want those customers to be present Sage CRM, then in that case, you will have to run\u00a0 Import Customer<\/a> feature.<\/p>\n

Import Product:<\/strong><\/span>
\nWhat is does?<\/strong>
\nImport Product process will bring all the products from Sage 100 to Sage CRM under pricing list named \u201cMAS90 Pricing\u201d. Later, User can use these products to create sales order\/ AR\u00a0 invoices\u00a0 from Sage CRM to Sage 100.
\n
\nWhen needs to be Run?<\/strong>
\nIn our GUMU, we have a feature where products are also updated and created on real time basis <\/a>from Sage 100 to Sage CRM. We can implement this feature if client request. For more details you can refer below blog link
\nBut in case if client does not have real time product update feature then they need to run the import product process whenever there is new product added or updated in Sage 100 application.\u00a0 Please note that the pricing we are using while crating sales order in Sage CRM populates on real time basis.
\nSynch Drop Down:
\n<\/strong><\/span>
\nWhat it does?<\/strong>
\nIt will bring all dropdown option values such as sales person, tax schedule, warehouse, terms code etc. from sage 100 to Sage CRM so that User can create Orders\/Customers with these valid Sage 100 dropdown options values in Sage CRM.
\n
\nWhen needs to be Run?<\/strong>
\nIf any new Options Value is added to Sage 100, the Sage CRM Administrator will have to run the synch dropdown process again in order to add that new value in Sage CRM.
\nPlease run \u201cMeta data refresh\u201d each time after running this process.
\n\"untitie\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In our last post, we discussed about the real time processes in GUMU for Sage CRM \u2013 Sage 100 integration.\u00a0 In this blog, we will go through the one time processes which can be run first time after GUMU installation. Below are the list of processes. –\u00a0\u00a0\u00a0 Import Customer –\u00a0\u00a0\u00a0 Import Products –\u00a0\u00a0\u00a0 Synch Drop\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":[1238,1266,1286,1393,1435],"class_list":["post-8707","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","tag-gumu","tag-gumu-processes","tag-gumumas","tag-import","tag-integration"],"yoast_head":"\nOne Time Processes for GUMU™ Sage CRM \u2013 Sage 100 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\/2014\/09\/23\/one-time-processes-for-gumu-sage-crm-sage-100-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"One Time Processes for GUMU™ Sage CRM \u2013 Sage 100 integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our last post, we discussed about the real time processes in GUMU for Sage CRM \u2013 Sage 100 integration.\u00a0 In this blog, we will go through the one time processes which can be run first time after GUMU installation. Below are the list of processes. –\u00a0\u00a0\u00a0 Import Customer –\u00a0\u00a0\u00a0 Import Products –\u00a0\u00a0\u00a0 Synch Drop\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/one-time-processes-for-gumu-sage-crm-sage-100-integration\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-09-23T14:59:50+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-04T06:44:44+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/untitie.png\" \/>\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\/09\/23\/one-time-processes-for-gumu-sage-crm-sage-100-integration\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/one-time-processes-for-gumu-sage-crm-sage-100-integration\/\",\"name\":\"One Time Processes for GUMU™ Sage CRM \u2013 Sage 100 integration - 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\/09\/23\/one-time-processes-for-gumu-sage-crm-sage-100-integration\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/one-time-processes-for-gumu-sage-crm-sage-100-integration\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/untitie.png\",\"datePublished\":\"2014-09-23T14:59:50+00:00\",\"dateModified\":\"2023-10-04T06:44:44+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/one-time-processes-for-gumu-sage-crm-sage-100-integration\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/one-time-processes-for-gumu-sage-crm-sage-100-integration\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/one-time-processes-for-gumu-sage-crm-sage-100-integration\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/untitie.png\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/untitie.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/one-time-processes-for-gumu-sage-crm-sage-100-integration\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"One Time Processes for GUMU™ Sage CRM \u2013 Sage 100 integration\"}]},{\"@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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