Greytrix stands out for its Sage Intacct services being an offshore development partner with multi-years of experience in migration, integration, add-ons, and consulting services thus helping Sage Intacct partners and end-users to simplify business operations at a low cost, quick turnaround time, highest quality and with maximum efficiency. Greytrix Sage Intacct development provides a seamless stress-free deployment form old legacy systems with minimum business disruption offering expert support services for your business needs.
We are glad to inform that Greytrix has released GUMU™ Sage CRM – Sage Intacct Integration. We at Greytrix are focused to help the client in successfully implementing the Sage Intacct system through our various successful migration and integration solutions.
In this blog, we would discuss ‘Migrate customers’ in Sage Intacct. We do need to follow the below-mentioned steps in order to migrate customers in Sage Intacct.
Let’s have a quick look into QuickBooks customer master screen which we will migrate into Sage Intacct:
After data migration from QuickBooks, the field value of QuickBooks Customers gets converted with the following mapping:
Here is the converted Customer masters field from QuickBooks to sage Intacct. Kindly refer to the below screenshot where the Customer masters have been converted as per the mapping mentioned in the above table.
In the above-mentioned way, QuickBooks customers are migrated into Sage Intacct.