User-defined options to migrate customer masters into Sage Intacct from Sage 100 ERP

By | November 5, 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 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 the User-defined options to convert Customer masters into Sage Intacct. We convert masters by using below-mentioned methods from Sage 100 ERP.

In continuation of our previous blog here, we would discuss another method for Customer Number Generation referred as ‘User defined Mapping’. While performing migration process, we receive different requirement 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 100 ERP Customer Number, Sage 100 ERP Customer Name, Sage Intacct ERP Customer Code and Sage Intacct ERP Customer Name. We expect the filled sheet from 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 100 ERP Customer details

Customer Mapping
Customer Mapping

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

In this way, Sage 100 ERP Customer masters are migrated to target Sage Intacct ERP company database.