In our previous blog we discussed how GUMU™ simplifies the process of connecting FTP/SFTP systems with Sage Intacct. This connection enables files like Customers, Invoices, Payments and Bills to transfer between platforms. Eliminating the need, for manual uploads, spreadsheets or mistakes.
Continuing with the strategy Greytrix has developed a robust integration, for Sage X3. This blog provides an overview of the functionality of our Sage X3 – FTP Integration. Explains how it assists companies in automating the transfer of Sales Orders and Shipment information through XML and CSV file formats.
What Makes Sage X3 – FTP/SFTP Integration Essential, for Businesses?
Numerous businesses depend on platforms for functions such as order dispatch, 3PL logistics or shipment monitoring. These platforms typically exchange data through FTP/SFTP directories. Nonetheless manually managing these files consumes a deal of time and is susceptible to mistakes.
This is the point where GUMU™ steps in.
Our integration operates autonomously by reading and formatting data in putting it into Sage X3 and seamlessly moving files, between Sage X3 and your FTP/SFTP server without requiring any involvement.
How the Sage X3 ↔ FTP Integration Works
The integration handles two primary data streams: one exiting Sage X3 and the other entering it.
Outbound Process (Sage X3 → FTP/SFTP)
GUMU™ retrieves Sales Orders from Sage X3. Transforms them into organized well-structured XML or CSV files. These files are subsequently uploaded to the FTP server for access, by the system.
The exported document generally contains:
- Order Number and Order Date
- Customer and Ship-To Details
- Delivery Address
- Line Items (Item Code, Quantity, Price)
- Taxes and Freight Charges
- Shipping Method
- Expected Delivery Date
- Any Special Instructions
In brief your external systems receive all data in a form they can immediately handle.
Inbound Process (FTP/SFTP→ Sage X3)
Once your external system completes processing the order the client revises the XML with shipping or tracking information. Uploads it again to the FTP/SFTP.
GUMU™ detects the file, reads the new data, and automatically creates a Shipment entry in Sage X3. Common modifications, in the XML consist of:
- Tracking Number
- Shipment or Delivery Number
- Carrier Name
- Ship Date
- Shipped Quantities
- Package/Box Details
- Additional Notes
This ensures Sage X3 stays fully synchronized with the live shipping status. Eliminating the need, for data entry.
Why Is This Integration Important?
- Fully automated communication between Sage X3 and FTP
- Supports both XML and CSV file formats
- Operates, on a timetable or manually based on your choice
- Customizable mappings and business rules
- Detailed logs for transparency and troubleshooting
- Works with multi-entity or multi-location Sage X3 environments
- No duplicate work and no chance of missing data
What Does the Setup Process Entail? Configuration is straightforward:
- Enter FTP/SFTP credentials and folder paths
- Map Sage X3 fields to XML or CSV structures
- Set your desired sync schedule
- Enable any business rules needed (e.g., order filtering, shipment validation)
After all settings are, in place GUMU™ assumes control. Manages the entire file transfer process automatically.
Conclusion:
The GUMU™ Sage X3 – FTP/SFTP Integration offers automation for your order and shipment processes. Then depending on manual file management, the integration guarantees that:
- Orders are generated from Sage X3 in the format
- Shipment status reports return precisely
- Your teams conserve time. Prevent mistakes, in data entry
- External systems and Sage X3 remain completely synchronized
Whether you’re working with logistics partners, external order management systems, or internal teams, this integration delivers a reliable and scalable way to keep your processes connected.
To learn how GUMU™ can help your business achieve operational efficiency and growth, reach out to Greytrix at gumucloud@greytrix.com.