{"id":26931,"date":"2023-08-01T12:08:06","date_gmt":"2023-08-01T12:08:06","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=26931"},"modified":"2023-08-01T12:13:24","modified_gmt":"2023-08-01T12:13:24","slug":"how-to-integrate-an-sei-dashboard-inside-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2023\/08\/01\/how-to-integrate-an-sei-dashboard-inside-sage-x3\/","title":{"rendered":"How to integrate an SEI dashboard inside Sage X3"},"content":{"rendered":"\n<p>Integrating an SEI dashboard inside SageX3 is a simple process that can be done in a few steps.<\/p>\n\n\n\n<p>1. Open SEI and choose the dashboard you want to add to Sage X3.<\/p>\n\n\n\n<p>2. Click the share button on the right side of the screen.<\/p>\n\n\n\n<p>3. Choose \u2018View External Link\u2019.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"140\" height=\"343\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-1-2.jpg\" alt=\"\" class=\"wp-image-26962\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-1-2.jpg 140w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-1-2-122x300.jpg 122w\" sizes=\"(max-width: 140px) 100vw, 140px\" \/><figcaption><strong>Fig1.Options<\/strong><\/figcaption><\/figure>\n\n\n\n<p>4. Copy the link that appears.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-2.jpg\" alt=\"\"\/><figcaption><strong>Fig2. SEI Intelligence<\/strong><\/figcaption><\/figure>\n\n\n\n<p>5. In Sage X3, go to Administration -&gt; Authoring -&gt; Pages -&gt; Menu Items.<\/p>\n\n\n\n<p>6. Create a new Menu Item and fill in the required fields: Code, Title, Link Type (choose External link), and URL (paste the link you copied earlier).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-3-1024x509.jpg\" alt=\"\"\/><figcaption><strong>Fig3. Menu Item <\/strong><\/figcaption><\/figure>\n\n\n\n<p>7. Save your changes.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img fetchpriority=\"high\" width=\"273\" height=\"239\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-4.jpg\" alt=\"\" class=\"wp-image-26936\"\/><figcaption><strong>Fig4. Action Menu<\/strong><\/figcaption><\/figure>\n\n\n\n<p>8. On the landing page, click the \u2018+\u2019 icon to add a gadget.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" width=\"1024\" height=\"189\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-5-1024x189.jpg\" alt=\"\" class=\"wp-image-26937\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-5-1024x189.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-5-300x55.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-5-768x141.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-5-660x122.jpg 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-5.jpg 1358w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption><strong>Fig5. SEI Dashboard<\/strong><\/figcaption><\/figure>\n\n\n\n<p>9. Choose Web -&gt; No Module -&gt; No Category -&gt; SEI Example (the one you just created).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" width=\"695\" height=\"530\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-6.jpg\" alt=\"\" class=\"wp-image-26938\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-6.jpg 695w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-6-300x229.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-6-660x503.jpg 660w\" sizes=\"(max-width: 695px) 100vw, 695px\" \/><figcaption><strong>Fig6. add New Gadgets <\/strong><\/figcaption><\/figure>\n\n\n\n<p>10. You&#8217;re done! The SEI dashboard is now visible in Sage X3.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"489\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-7-1024x489.jpg\" alt=\"\" class=\"wp-image-26939\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-7-1024x489.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-7-300x143.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-7-768x367.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-7-660x315.jpg 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/08\/Fig.-7.jpg 1478w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption><strong>Fig7. SEI Dashboard<\/strong><\/figcaption><\/figure>\n\n\n\n<p><strong> <\/strong>Integrating an SEI dashboard inside SageX3 can provide valuable insights and data visualization for businesses. By following the steps outlined in the guide, users can successfully incorporate this feature into their SageX3 system and take advantage of its benefits.<\/p>\n\n\n\n<p><strong>About Us<\/strong><br>Greytrix &#8211; 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.<br>Greytrix caters to a wide range of Sage X3 (Sage Enterprise Management) offerings &#8211; a Sage Business Cloud Solution. Our unique GUMU\u2122 integrations include Sage X3 for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3 (Sage Enterprise Management). Currently we are Sage X3 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 \u2013 Weight and Letter of Credit for Sage X3 to Sage business partners, end users and Sage PSG worldwide.<br>Greytrix is a recognized Sage Rockstar ISV Partner for GUMU\u2122 Sage X3 &#8211; Sage CRM integration also listed on Sage Marketplace; GUMU\u2122 integration for Sage X3 &#8211; Salesforce is a 5-star app listed on Salesforce AppExchange.<br>For more information on Sage X3 Integration and Services, please contact us at mailto:x3@greytrix.com. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Integrating an SEI dashboard inside SageX3 is a simple process that can be done in a few steps. 1. Open SEI and choose the dashboard you want to add to Sage X3. 2. Click the share button on the right side of the screen. 3. Choose \u2018View External Link\u2019. 4. Copy the link that appears.\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2023\/08\/01\/how-to-integrate-an-sei-dashboard-inside-sage-x3\/\">Read More &raquo;<\/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":[3642,3162,8,9,10,2796,11],"tags":[2865,3774,3772,3773,3265,3624,3657,3666],"class_list":["post-26931","post","type-post","status-publish","format-standard","hentry","category-sage-x3","category-greytrix","category-sage-erp-x3","category-sage-x3-consulting","category-standard","category-technical","category-tips","tag-business-insights","tag-data-visualization","tag-sage-functional-blog","tag-sage-technical-blog","tag-sagex3","tag-sei","tag-sei-dashboard","tag-sei-report"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/26931","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=26931"}],"version-history":[{"count":6,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/26931\/revisions"}],"predecessor-version":[{"id":26963,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/26931\/revisions\/26963"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=26931"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=26931"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=26931"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}