Importing Customers/Prospects of Sage ERP X3 into Salesforce

By | May 20, 2015

This is in continuation to our last Introduction to GUMU Salesforce – Sage ERP X3 Integration post. This is one of the key features of our GUMUTM Salesforce – Sage ERP X3 Integration solution which helps to import Sage ERP X3 Customer/Prospects into Salesforce.

Import Customers/Prospects functionality is one-time process where user can import Customer/Prospect from Sage Erp X3 into Salesforce CRM as Accounts. After importing customers/Prospects from Sage ERP X3 into Salesforce, the user can view real time customer details in Salesforce (i.e. Invoices, Sales orders, Quotes, Shipments and Sales Summary).

When user imports the Customers/Prospects, it imports customers/Prospects along with Contacts and Addresses of that particular customer.

For importing Customers/Prospects from Sage ERP X3 to Salesforce using GUMU integration, please follow the below steps:

Importing-Customers-and-Prospects-of-Sage-ERP-X3-into-Salesforce

  1. Login to Salesforce.
  2. Go to Administration Tab.
  3. Click on the Import Data Tab to open the Import Data Page.
  4. Select the “Integration” from the Lookup option provided in the import data page. (Refer above screenshot)
  5. Then select Import Type from Dropdown List (i.e. Import Customers).
  6. Select the criteria on the basis of which you want to import customers. Here we have provided two ways –

Customer Last Sync: Using this criteria, users can import the customers based on the Customer Updated date. Once you imported on certain date then Last Sync Date will be automatically populated at the time of next import process. You can change Last sync date as per your requirement.

From Customer To Customer: Using this criteria, user can import particular customer or bunch of customers by providing Customer number range.

  1. Finally click on Import Button to start import process.

For more information on our Salesforce integration with Sage ERP X3 please visit our website or email us on salesforce@greytrix.com to setup a live demo for you or your team. We look forward to hear from you.

About Us
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 CRMSalesforce.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.