User-defined options to migrate vendor 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 Vendor 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 Vendor 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 vendor masters into in Sage Intacct.

So in order to incorporate the custom numbering for vendors, we do send the template vendor 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 Vendor Number, Sage 300 ERP Vendor Name, Sage Intacct ERP Vendor Code, and Sage Intacct ERP Vendor Name. We expect the filled sheet from the client wherein he needs to fill their desired vendor masters code and their names as they want to get converted into Sage Intacct against the existing Sage 300 ERP Vendor details.

Vendor Mapping
Vendor Mapping

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

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

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has a wide product range for Sage Intacct- a Cloud ERP. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce | FTP/SFTP | Rev.io | Checkbook | Dynamics 365 CRM | Magento | Rent Manager | Treez | Avalara Avatax | Blackline SFTP. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing. Greytrix GUMU™ integration for Sage CRM – Sage Intacct, Sales Commission App for Sage Intacct, and Checkbook.io ACH/Digital Check Payments for Sage powered by GUMU™ are listed on Sage Intacct Marketplace.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com. We will like to hear from you.