In our previous blog, we gone through Import Customers. Moving further in this blog, we will go through Import Products using GUMU™ for Sage CRM – Sage Intacct integration.
This is a continuation to our last GUMU for Sage CRM – Sage Intacct Integration post. In this blog, we will go through Import Customers feature.
Import products is a one-time process where users can import all products from Sage Intacct to Sage CRM. Once these products are available in Sage CRM, then we can use it for creating Order from Sage CRM.
For Importing products from Sage Intacct to Sage CRM using GUMU™ integration, please follow the below steps:
- Go to Sage CRM Administration menu.
- Click on Sage Intacct -> Import Products button. It will navigate you to Import Product page.
- Select Sage Intacct Company Name from which you want to import products into Sage CRM.
- There are 2 import criteria which user can use while importing products from Sage Intacct to Sage CRM. Refer below screenshot.
1. Last Updated Since: – Using this criteria, user can import products on the basis of last updated date of particular products. User can select particular date from field and can sync products updated/inserted after selected date.
2. Product ID: – User can also synch products by specifying particular range of products ID’s in From and To field.
Note: – If user does not enter anything in the any fields and clicks on Sync Button, it will synch all products from the Sage Intacct systems to Sage CRM. While synching products into Sage CRM, GUMU™ first check for existence of product in CRM using Product ID and Company Code combination. If it does not exist, GUMU™ inserts corresponding product into CRM and if it already exist then it updates the product info into CRM.
While importing product information, it also synch the product category, base pricing and UOM information. GUMU™ by default synch all the product information under INTACCTPRICING pricing list and INTACCTUOM UOM category. Please note that GUMU connector import products only with Item type as Inventory, non-inventory and Non-inventory (Sales only).
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