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.
New Stuff: View Sage Intacct Customer information on Real Time using GUMU™ 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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Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
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For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.