{"id":972,"date":"2019-07-23T13:42:15","date_gmt":"2019-07-23T13:42:15","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/?p=972"},"modified":"2019-07-23T13:42:15","modified_gmt":"2019-07-23T13:42:15","slug":"auto-synch-customers-using-sage-crm-sage-intacct-gumu-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2019\/07\/23\/auto-synch-customers-using-sage-crm-sage-intacct-gumu-integration\/","title":{"rendered":"Auto Synch Customers using GUMU&#x2122; for Sage CRM &#8211; Sage Intacct Integration"},"content":{"rendered":"\n<p style=\"font-size:15px\">In our previous blog, we gone through <a href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/2018\/07\/02\/sage-intacct-sage-crm-integration-import-customers\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Import Customer (opens in a new tab)\">Import Customer<\/a> feature wherein user can import the customers from Sage Intacct to Sage CRM.<\/p>\n\n\n\n<p style=\"font-size:15px\" class=\"has-text-align-left\"><em><strong>New&nbsp;Stuff:&nbsp;<\/strong><\/em><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/2018\/06\/28\/sage-intacct-sage-crm-integration-configuration\/\" target=\"_blank\">GUMU&#x2122; for Sage Intacct \u2013 Sage CRM Integration: Sage CRM Side Configuration<\/a><\/p>\n\n\n\n<p style=\"font-size:15px\">Today, in this blog we will discuss about Auto Synch Customers i.e. how customers can be imported using <a rel=\"noreferrer noopener\" aria-label=\"Windows Scheduler (opens in a new tab)\" href=\"https:\/\/www.thewindowsclub.com\/how-to-schedule-batch-file-run-automatically-windows-7\" target=\"_blank\">Windows Scheduler<\/a>. It will import the customers which are updated\/created from yesterday.<br>If user want to keep Customer\u2019s value updated on daily, weekly or monthly basis then he\/she can run batch file (on daily, weekly or monthly basis manually or by scheduling the utility.) Before running scheduler, user will have to follow below steps &#8211; <\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Edit \u2018<strong>GT_SyncCustomerbatch<\/strong>\u2019 file from \u201cC:\\Program Files (x86)\\Greytrix\\GUMU for Sage CRM &#8211; Sage Intacct\\Auto Customer Synch\u201d<\/li><li>Edit the below details in that file &#8211; <ul><li>Enter the Sage CRM URL (like http:\/\/grey085\/CRM2017R3\/eware.dll)<\/li><li>Enter Sage CRM username<\/li><li>Enter Sage CRM password<\/li><li>Enter Sage CRM Instance name<\/li><li>Enter the Sage Intacct Company which is integrated with GUMU&#x2122; Integration. <strong>Note<\/strong>: &#8211; Scheduler will work only for 1 Sage Intacct Company and not for multiple Sage Intacct Company\u2019s.<br><strong>Note<\/strong>: &#8211; Scheduler will work only for 1 Sage Intacct Company and not for multiple Sage Intacct Company\u2019s. <\/li><\/ul><\/li><li>Save the file<\/li><li>Run \u2018<strong>GT_SyncCustomerbatch<\/strong>\u2019 with Run as Administrator option which will import Customer\u2019s data from Sage Intacct to Sage CRM.<\/li><\/ol>\n\n\n","protected":false},"excerpt":{"rendered":"<p>In our previous blog, we gone through Import Customer feature wherein user can import the customers from Sage Intacct to Sage CRM. New&nbsp;Stuff:&nbsp;GUMU&#x2122; for Sage Intacct \u2013 Sage CRM Integration: Sage CRM Side Configuration Today, in this blog we will discuss about Auto Synch Customers i.e. how customers can be imported using Windows Scheduler. It\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2019\/07\/23\/auto-synch-customers-using-sage-crm-sage-intacct-gumu-integration\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[60],"tags":[154,30,25,155,156],"class_list":["post-972","post","type-post","status-publish","format-standard","hentry","category-sage-intacct-integration","tag-auto-synch-customers","tag-gumu-intacct-integration","tag-sage-intacct-integration","tag-synch-customers","tag-windows-scheduler"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Auto Synch Customers using GUMU&#x2122; for Sage CRM - Sage Intacct Integration - Sage Intacct \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"description\" content=\"Auto Synch Customers i.e. how customers can be imported using Windows Scheduler in GUMU\u2122 for Sage CRM - Sage Intacct Integration.\" \/>\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\/2019\/07\/23\/auto-synch-customers-using-sage-crm-sage-intacct-gumu-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Auto Synch Customers using GUMU&#x2122; 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