{"id":3931,"date":"2021-11-05T07:11:25","date_gmt":"2021-11-05T07:11:25","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/?p=3931"},"modified":"2024-06-24T12:11:12","modified_gmt":"2024-06-24T12:11:12","slug":"user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/","title":{"rendered":"User-defined options to migrate customer masters into Sage Intacct from Sage 100 ERP"},"content":{"rendered":"\n

Greytrix stands out for its\u00a0Sage Intacct services<\/a>\u00a0being 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.<\/p>\n\n\n\n

We are glad to inform that Greytrix has released GUMU™ Sage CRM \u2013 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.<\/p>\n\n\n\n

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.<\/p>\n\n\n\n

In continuation of our previous blog here, we would discuss another method for Customer Number Generation referred as \u2018User defined Mapping\u2019. While performing migration process, we receive different requirement from clients to assign the specific numbering to customer masters into in Sage Intacct.<\/p>\n\n\n\n

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 \u2013 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<\/p>\n\n\n\n

\"Customer<\/a><\/center>\n
Customer Mapping<\/i><\/center><\/font>\n\n\n\n

Once we receive the filled sheet from the client, we process them accordingly into migration and client\u2019s desired customer number gets assigned\/created into Sage Intacct and same gets assigned to their respective transactions.<\/p>\n\n\n\n

In this way, Sage 100 ERP Customer masters are migrated to target Sage Intacct ERP company database.<\/p>\n","protected":false},"excerpt":{"rendered":"

Greytrix stands out for its\u00a0Sage Intacct services\u00a0being 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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[114,1],"tags":[234,64,291,67,445],"class_list":["post-3931","post","type-post","status-publish","format-standard","hentry","category-sage-100-to-sage-intacct","category-uncategorized","tag-erpmig","tag-gumu","tag-migrate-customer","tag-sage-100-to-sage-intacct-migration","tag-user-defined-mapping-2"],"yoast_head":"\nUser-defined options for migrating customer masters into Sage Intacct from Sage 100 ERP<\/title>\n<meta name=\"description\" content=\"Learn about user-defined options for converting customer masters into Sage Intacct.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"User-defined options for migrating customer masters into Sage Intacct from Sage 100 ERP\" \/>\n<meta property=\"og:description\" content=\"Learn about user-defined options for converting customer masters into Sage Intacct.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage Intacct \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2021-11-05T07:11:25+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-06-24T12:11:12+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/11\/Customer-Mapping.jpg\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/\",\"name\":\"User-defined options for migrating customer masters into Sage Intacct from Sage 100 ERP\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/11\/Customer-Mapping.jpg\",\"datePublished\":\"2021-11-05T07:11:25+00:00\",\"dateModified\":\"2024-06-24T12:11:12+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/8ac414c989344a55601e96b46e8720fb\"},\"description\":\"Learn about user-defined options for converting customer masters into Sage Intacct.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/11\/Customer-Mapping.jpg\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/11\/Customer-Mapping.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"User-defined options to migrate customer masters into Sage Intacct from Sage 100 ERP\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/\",\"name\":\"Sage Intacct \u2013 Tips, Tricks and Components\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/8ac414c989344a55601e96b46e8720fb\",\"name\":\"Greytrix\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"caption\":\"Greytrix\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/author\/greytrix\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"User-defined options for migrating customer masters into Sage Intacct from Sage 100 ERP","description":"Learn about user-defined options for converting customer masters into Sage Intacct.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/","og_locale":"en_US","og_type":"article","og_title":"User-defined options for migrating customer masters into Sage Intacct from Sage 100 ERP","og_description":"Learn about user-defined options for converting customer masters into Sage Intacct.","og_url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/","og_site_name":"Sage Intacct \u2013 Tips, Tricks and Components","article_published_time":"2021-11-05T07:11:25+00:00","article_modified_time":"2024-06-24T12:11:12+00:00","og_image":[{"url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/11\/Customer-Mapping.jpg","type":"","width":"","height":""}],"author":"Greytrix","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Greytrix","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/","url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/","name":"User-defined options for migrating customer masters into Sage Intacct from Sage 100 ERP","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/#primaryimage"},"thumbnailUrl":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/11\/Customer-Mapping.jpg","datePublished":"2021-11-05T07:11:25+00:00","dateModified":"2024-06-24T12:11:12+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/8ac414c989344a55601e96b46e8720fb"},"description":"Learn about user-defined options for converting customer masters into Sage Intacct.","breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/#primaryimage","url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/11\/Customer-Mapping.jpg","contentUrl":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-content\/uploads\/2021\/11\/Customer-Mapping.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2021\/11\/05\/user-defined-options-to-migrate-customer-masters-into-sage-intacct-from-sage-100-erp\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/"},{"@type":"ListItem","position":2,"name":"User-defined options to migrate customer masters into Sage Intacct from Sage 100 ERP"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/","name":"Sage Intacct \u2013 Tips, Tricks and Components","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/8ac414c989344a55601e96b46e8720fb","name":"Greytrix","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","caption":"Greytrix"},"url":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/author\/greytrix\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/posts\/3931","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/comments?post=3931"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/posts\/3931\/revisions"}],"predecessor-version":[{"id":3934,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/posts\/3931\/revisions\/3934"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/media?parent=3931"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/categories?post=3931"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/wp-json\/wp\/v2\/tags?post=3931"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}