In this blog, we will discuss how to use Filters in Import routine & bring in only specific data from Sage X3 ERP to Salesforce using the new GUMU™ Interface in Lightning Component.

How to apply and use Filter(s) while importing data from Sage X3

Follow the steps stated below in order to use filter functionality in Salesforce:

Login to Salesforce Org.
Navigate to app launcher and select “GUMU™ Settings” from app list.

GUMU Settings App

Click on the “Entity Mapping/Import” tab to view entity list page.

Entity Mapping/Import tab

Select the entity for which you want to run the import routine and go to the “Details” tab.
Click on the “Filter” tab to add a filter and click the “Edit” button to Use Filters in Import routines.

Edit, Details and Filter section

Click on the “Add Filter Row” button to add the filter.

Add Filter Row button

Select the “Source Field” value from drop-down, which shows all the fields of Sage X3 related to the API name.
Select the “Operator” value from drop down.
Enter the “Value”.
Click on “Active” checkbox to activate the filter.
You can go on adding as many filter rows as you need, all of them will be applied with an “AND” operator to the data. Once done, simply click “Save” and the data will be filtered and brought over on the next execute.

Filter tab

For example as shown in the above image, we needed to import a particular product through the Import. So in the Source Field we selected “Item code”. In the Operator we selected “Equals” and in Value entered “BMS001” i.e. Item code value.
To review the data before importing, save the filter and then click on the Preview button, this will Use Filters in Import routine and show only the specific data.
If the user wants to skip any unwanted data, he can simply change the operator with “not equal to”, then the particular data will be skipped.

Note
Please take a note that the import routine will not delete the previously imported data and the user will have to delete the unwanted data manually or through a data tool or they can contact us on salesforce@greytrix.com for assistance.

By following the above blog instructions, you will be able to learn “GUMU™ Feature – Use Filters in Import functionality”. If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com.

More details about the Product are available on our website and Salesforce AppExchange.

We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at salesforce@greytrix.com.

About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.

Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, 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 business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.

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