This is in continuation to our last GUMU Sage CRM – Sage ERP X3 post. Like our other Integration solutions our GUMU™ Sage CRM Integration with Sage ERP X3 is a real time bi – directional integration. In this blog, we will go through one of its feature.
Import customer is a one-time process where users can import all customers from Sage ERP X3 to Sage CRM. This is mainly used when you install the integration for the first time or if you would like to import customer data under some specific requirement or criteria.
In this feature along with customer details, we are also importing all the addresses and persons related to that corresponding customer.
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For Importing customers from Sage ERP X3 to Sage CRM using GUMU integration, please follow the below steps:
- Login to CRM.
- Go to Sage CRM Administration menu.
- Click on Sage ERP X3 -> Import Business partner. It will navigate you to Import Customer page.
- Select Folder Name from which you want to import customers.
- Select the criteria on the basis you want to import the customer from Sage ERP X3.
- Users can import the customers using below two criteria:
- Last Updated Since: Using these criteria, users can import customers on the basis of last updated date of particular customer. You just have to enter a date and it will check for the list of customers which are updated from the select date to current date and will import only those customers from Sage ERP X3 to Sage CRM.
- Customer Number: Users can also import Customer under specific range using these criteria. You just have to specify the range in theFromandTofield and it will import customers between that particular range.
Note– If you want to import all customers without any criteria, just click on the ‘Sync’ button to import all customers.
- Finally click on the Sync button.
This will import all customers from Sage ERP X3 to Sage CRM. Thanks for your time, keep following for updates on how GUMU integrations help your business grow.
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Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.
Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.