{"id":5962,"date":"2014-12-12T10:07:47","date_gmt":"2014-12-12T10:07:47","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=5962"},"modified":"2018-11-21T11:14:38","modified_gmt":"2018-11-21T11:14:38","slug":"steps-to-import-sage-erp-x3-customers-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2014\/12\/12\/steps-to-import-sage-erp-x3-customers-in-sage-crm\/","title":{"rendered":"Steps to Import Sage ERP X3 Customers in Sage CRM"},"content":{"rendered":"

This is in continuation to our last GUMU Sage CRM \u2013 Sage ERP X3<\/a>\u00a0post. Like our other Integration solutions our GUMU™ Sage CRM Integration with Sage ERP X3 is a real time bi \u2013 directional integration. In this blog, we will go through one of its feature.<\/p>\n

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.<\/p>\n

In this feature along with customer details, we are also importing all the addresses and persons related to that corresponding customer.<\/p>\n

GUMU™ Sage\u00a0CRM – ERP X3\u00a0Integration<\/strong>\u00a0<\/strong>Trial\u00a0<\/a><\/strong>|<\/strong>\u00a0<\/strong>Video\u00a0<\/a><\/strong>|<\/strong>\u00a0<\/strong>Blog<\/strong><\/a> |<\/strong>\u00a0<\/strong>Demo Machine<\/strong><\/a><\/p>\n

For Importing customers from Sage ERP X3 to Sage CRM using GUMU integration, please follow the below steps:<\/p>\n

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  1. Login to CRM.<\/li>\n
  2. Go to Sage CRM Administration menu.<\/li>\n
  3. Click on Sage ERP X3 -> Import Business partner. It will navigate you to Import Customer <\/strong>page.<\/li>\n
  4. Select Folder Name <\/strong>from which you want to import customers.<\/li>\n
  5. Select the criteria on the basis you want to import the customer from Sage ERP X3.<\/li>\n
  6. Users can import the customers using below two criteria:<\/li>\n<\/ol>\n