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:
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.
7) 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 as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.