{"id":8790,"date":"2014-09-24T08:26:38","date_gmt":"2014-09-24T08:26:38","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8790"},"modified":"2014-09-24T08:26:38","modified_gmt":"2014-09-24T08:26:38","slug":"gumu-for-sage-crm-quickbooks-integration-synchronization-processes","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/","title":{"rendered":"GUMU for Sage CRM \u2013 QuickBooks integration – Synchronization processes"},"content":{"rendered":"

In our previous blog post, we discussed about configuring QB Integration with Sage CRM using GUMU Integration<\/a>. Our GUMU for Sage CRM \u2013 QuickBooks is an External sync Utility where it integrate s the Customer Data bi-directionally from QB to CRM and CRM to QB.
\nIn this blog, we will go through various synchronization processes available in this integration. User can just right click on the process and can execute it with \u201cRUN\u201d option.
\nNew Stuff<\/strong><\/span>: Real Time Tabs in GUMU for Sage CRM \u2013 Sage ERP X3<\/a>
\nBelow are the lists of process which we have currently in our GUMU integration
\n\"Image001\"<\/a>
\nImport product family and product:<\/strong>
\nThis process imports all the products and product family from QuickBooks into Sage CRM. Without importing products and product family, user will not be allowed to create or import orders\/Invoices from either system.
\nImport Customer:
\n<\/strong>This process imports all the customers from QuickBooks into Sage CRM as Sage CRM company. Customers brought over from QuickBooks will have the linked field checked as shown in below screenshot.
\n\"Image003\"<\/a>
\nImport order:<\/strong>
\nThis process will import all the orders from QuickBooks into Sage CRM.\u00a0 Before running this process please makes sure that you have imported all the product and product family in Sage CRM.
\n\"Image005\"<\/a><\/strong>The imported Orders will have the linked <\/strong>check box checked and the Document<\/strong> type will be set as Orders.
\n<\/strong>
\n 
\n\"Image0022\"<\/a>
\nImport Invoices:<\/strong>
\nThe process for import of invoices is exactly the same as importing of orders. The only difference is that the Document type is set as \u201cInvoice<\/strong>\u201d.
\nNote<\/strong>: If you are running above process for the first time then GUMU reads the data from QB and insert them to Sage CRM. In case, if you are running this process second time, GUMU reads the orders records which have been modified after the Last Sync Date.
\nPromote Customer:<\/strong>
\nIn this process, customer data is created\/updated from Sage CRM to QB. GUMU checks if customer exists based on QuickBooks list ID. If a record needs to be updated or added in Sage CRM then you need to make sure that you \u201cLink<\/strong>\u201d the record. If a record is linked then it means that it is ready to be integrated. The customers which are not linked will not be promoted to QB.
\nPromote Orders:<\/strong>
\nIn this process, GUMU promotes orders created in Sage CRM for a linked customer to QB. GUMU only promote those orders which have linked checkbox checked in Order screen of Sage CRM. If the Linked customer is not checked then GUMU will not promote that particular order.\u00a0 Please note that once order is promoted to QuickBooks, changes made to Orders in CRM will not be update to Quickbooks even if they run the Promote Order routine. But any changes made to this order from QuickBooks will get updated to Sage CRM after user run the Import Order routine.
\nApart from this, user can also schedule the above process so that user don\u2019t have to manually run the import routine on daily basis.
\nAlso Read:-
\n<\/strong><\/span>1.\u00a0\u00a0\u00a0 Configuring GUMU for Sage CRM \u2013 QuickBooks Integration\u00a0\u00a0<\/a>
\n2.\u00a0\u00a0\u00a0 GUMU™ Integration for Sage CRM is now compatible with Australian Version of QuickBooks<\/a>
\n3.\u00a0\u00a0\u00a0 FREE QuickBooks-to-Sage MAS 90 Data Conversion Service by Sage<\/a>
\n4.\u00a0\u00a0\u00a0 GUMU for SageCRM \u2013 QuickBooks Integration<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In our previous blog post, we discussed about configuring QB Integration with Sage CRM using GUMU Integration. Our GUMU for Sage CRM \u2013 QuickBooks is an External sync Utility where it integrate s the Customer Data bi-directionally from QB to CRM and CRM to QB. In this blog, we will go through various synchronization processes\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":[73],"tags":[1238,1266,1435,1856],"class_list":["post-8790","post","type-post","status-publish","format-standard","hentry","category-configuration","tag-gumu","tag-gumu-processes","tag-integration","tag-quickbooks"],"yoast_head":"\nGUMU for Sage CRM \u2013 QuickBooks integration - Synchronization processes - 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\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GUMU for Sage CRM \u2013 QuickBooks integration - Synchronization processes - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog post, we discussed about configuring QB Integration with Sage CRM using GUMU Integration. Our GUMU for Sage CRM \u2013 QuickBooks is an External sync Utility where it integrate s the Customer Data bi-directionally from QB to CRM and CRM to QB. In this blog, we will go through various synchronization processes\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-09-24T08:26:38+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image0011.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=\"3 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\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/\",\"name\":\"GUMU for Sage CRM \u2013 QuickBooks integration - Synchronization processes - 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\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image0011.png\",\"datePublished\":\"2014-09-24T08:26:38+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image0011.png\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image0011.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"GUMU for Sage CRM \u2013 QuickBooks integration – Synchronization processes\"}]},{\"@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. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"GUMU for Sage CRM \u2013 QuickBooks integration - Synchronization processes - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/","og_locale":"en_US","og_type":"article","og_title":"GUMU for Sage CRM \u2013 QuickBooks integration - Synchronization processes - Sage CRM \u2013 Tips, Tricks and Components","og_description":"In our previous blog post, we discussed about configuring QB Integration with Sage CRM using GUMU Integration. Our GUMU for Sage CRM \u2013 QuickBooks is an External sync Utility where it integrate s the Customer Data bi-directionally from QB to CRM and CRM to QB. In this blog, we will go through various synchronization processes\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2014-09-24T08:26:38+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image0011.png","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/","name":"GUMU for Sage CRM \u2013 QuickBooks integration - Synchronization processes - 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\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image0011.png","datePublished":"2014-09-24T08:26:38+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image0011.png","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image0011.png"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"GUMU for Sage CRM \u2013 QuickBooks integration – Synchronization processes"}]},{"@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. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/8790","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=8790"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/8790\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=8790"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=8790"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=8790"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}