Our GUMU™ for Sage CRM – Sage Intacct Integration supports Multi-Currency. Sage CRM user can promote Sales Order from Sage CRM to Sage Intacct using different currencies. Please note that those currencies should be defined in Sage Intacct and Sage CRM. Once currencies are defined in both Sage CRM and Sage Intacct, admin user will have to import all the products using Import Product routine.
New Stuff: New features in GUMU™ Sage CRM – Sage Intacct Integration
1.Administration -> Data Management -> Currency Configuration. Set Is Single Currency to No. Refer below screenshot,
2. Administration -> Data Management -> Currency
3. Click on New. Refer below screenshot,
4. Enter Symbol, Precision and Rate(Local Units). Refer below screenshot,
5. Save
6. Select CAD currency in Product Configuration to support it in sales (Administration -> Data Management -> Products -> Product Configuration). Refer below screenshot,
7. Refresh Metadata
8. Run Import Products routine
9. Run Synchronize dropdown only for UOM. Refer below screenshot,
Once this is done, you will be able to create orders in Sage CRM using multiple currencies.