{"id":1008,"date":"2015-05-20T04:48:57","date_gmt":"2015-05-20T04:48:57","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/salesforce\/?p=1008"},"modified":"2025-06-18T06:42:34","modified_gmt":"2025-06-18T06:42:34","slug":"importing-customersprospects-of-sage-erp-x3-into-salesforce","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2015\/05\/20\/importing-customersprospects-of-sage-erp-x3-into-salesforce\/","title":{"rendered":"Importing Customers\/Prospects of Sage ERP X3 into Salesforce"},"content":{"rendered":"\n

This is in continuation to our last Introduction to GUMU Salesforce \u2013 Sage ERP X3 Integration<\/a><\/span><\/span><\/span> post. This is one of the key features of our GUMUTM<\/sup> Salesforce \u2013 Sage ERP X3 Integration solution which helps to import Sage ERP X3 Customer\/Prospects into Salesforce.<\/p>\n\n\n\n

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).<\/p>\n\n\n\n

When user imports the Customers\/Prospects, it imports customers\/Prospects along with Contacts and Addresses of that particular customer.<\/p>\n\n\n\n

For importing Customers\/Prospects from Sage ERP X3 to Salesforce using GUMU integration, please follow the below steps:<\/p>\n\n\n\n

\"Importing<\/a><\/figure>\n\n\n\n

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 \u201cIntegration\u201d 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 –<\/p>\n\n\n\n