Migrate Customers masters from Sage 300 ERP to Sage Intacct

By | October 1, 2020

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 quick look into Sage 300 ERP customer master screen which we will migrate into Sage Intacct:

Mapping
Sage 300 Customer

After data migration from Sage 300 ERP, the field value of Sage 300 ERP Customers gets converted with the following mapping:

Mapping
Mapping

Here is the converted Customer master’s field from Sage 300 ERP 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.

Sage Intacct Customer
Sage Intacct Customer
Sage Intacct Customer
Sage Intacct Customer

By following the above-mentioned way Sage 300 ERP customers are migrated into Sage Intacct.