User-defined options to migrate customer masters into Sage Intacct from Sage 300 ERP

By | July 27, 2021

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 from old legacy systems with minimum business disruption offering expert support services for your business needs.

We are glad to inform you 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 the User-defined options to convert Customer masters into Sage Intacct. We convert masters by using the below-mentioned methods from Sage 300 ERP.

In continuation of our previous blog here, we would discuss another method for Customer Number Generation referred to as ‘User-defined Mapping’. While performing the migration process, we receive different requirements from clients to assign the specific numbering to customer masters into in Sage Intacct.

So in order to incorporate the custom numbering for customers, we do send the template customer number mapping sheet to our client before proceeding with the migration process. The format of the sheet is as below which contains the columns – Sage 300 ERP Customer Number, Sage 300 ERP Customer Name, Sage Intacct ERP Customer Code, and Sage Intacct ERP Customer Name. We expect the filled sheet from the client wherein he needs to fill their desired Customer masters code and their names as they want to get converted into Sage Intacct against the existing Sage 300 ERP Customer details.

Customer Mapping
Customer Mapping

Once we receive the filled sheet from the client, we process them accordingly into migration and the client’s desired Customer number gets assigned/created into Sage Intacct and the same gets assigned to their respective transactions.

In this way, Sage 300 ERP Customer masters are migrated to target Sage Intacct ERP company database.