Import Data From ERP to Salesforce in Sage X3 using Last Sync field and value

By | December 27, 2017

Our GUMU™ Sage ERP Integration for Salesforce (Sage Enterprise Management, Sage 100 and Sage 300) is a real-time bi-directional link. Using GUMU™ user can sync data between Salesforce to Sage ERP and vice versa. Here in this blog, we will discuss how to bring data in bulk from Sage X3 to Salesforce using the last sync field and last sync value.
Please follow the below steps

-> Login to Salesforce.
-> Go to App menu and select “GUMU Settings” App from the APP list. Below page will be displayed.

GUMU Integration Menu

GUMU Integration Menu

-> Click on “Import Data” menu to view the entity list page.
-> “Edit” Existing Entity.
-> Click on “Refresh Fields” button.

Entity Sync Mapping Last Sync Field

Entity Sync Mapping Last Sync Field

-> Select the “Last Sync field” value from the drop-down, which shows all the fields of Sage X3 related to that API name.
-> Enter the “Last Sync Value” as shown in below image.

Entity Sync Mapping Last Sync Value

Entity Sync Mapping Last Sync Value

-> Click on “Save”
-> As shown in above image Last Sync field is ‘DateUpdated’ and Last Sync Value is ‘20170101’, so while import routine runs the records which have DateUpdated value and is greater than 20170101 those records will be imported in Salesforce.
-> If user want to import only 2017 and above data, so a user can select the field in Last Sync Field and enter the value in Last Sync Value.

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.

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