Sage CRM – Tips, Tricks and Components
In our previous blog, we discussed about Bulk Import Customer feature where in user can import customers from Sage X3 to Sage CRM . Today, in this blog we will go through how to import products in bulk from Sage X3 to Sage CRM using Bulk Product Import functionality using GUMU™ Sage CRM – Sage… Read More »
Our GUMU™ for Sage CRM – Sage X3 integration, user can sync all the customers, products from Sage X3 to Sage CRM using Import process. Sage CRM user can see all the invoice history data and Sales orders data from Sage CRM on real time basis. New Stuff: Setting require of – Bulk Import from Sage X3… Read More »
Today, in this blog we will discuss about the setting required for Importing Customer/Products from Sage X3 to Sage CRM in Bulk using GUMU™ Sage CRM – Sage X3 Integration. New Stuff: New Features in GUMU™ for Sage CRM – Sage X3 Integration – Link Business Partners Please follow the below steps to configure ERP X3 database… Read More »
Our GUMU™ for Sage CRM – Sage 50 integration link is external utility which synch data between Sage 50 to Sage CRM and vice versa. Today in this blog, we will go through one of the GUMU import process i.e. Import Orders from Sage 50 to Sage CRM. GUMU brings all the Sage 50 orders… Read More »
Our GUMU™ for Sage CRM – Sage 50 integration link is external utility which synch data between Sage 50 to Sage CRM and vice versa. Today in this blog, we will go through one of the GUMU import process i.e. Import Invoice from Sage 50 to Sage CRM. GUMU brings all the Sage 50 invoices… Read More »
GUMU™ Integration for Sage CRM-Sage PRO provides an easy import process for customers from Sage PRO ERP to Sage CRM. Once user is done with the Sage CRM side configuration Import Customer feature becomes available to them.To import customers from Sage PRO to Sage CRM you can follow below steps: 1. Navigate to Administration >> Greytrix… Read More »
Our GUMU™ integration is a real-time bidirectional link where customers are created / updated from Sage 100 to Sage CRM on real time basis. GUMU™ integration uses the Sage CRM web services to read – write data into Sage CRM from Sage 100 on real time basis. This is done by using GUMU™ Sage 100… Read More »
It is possible to add options to the selection field of Sage CRM by doing Field Level customization. But if one wants to add several options into the selection field, then it will become a cumbersome task to do. This task can be automated by doing little customizations in Sage CRM. In this blog post,… Read More »
In our last post, we discussed about the real time processes in GUMU for Sage CRM – Sage 100 integration. In this blog, we will go through the one time processes which can be run first time after GUMU installation. Below are the list of processes. – Import Customer – Import Products – Synch Drop… Read More »
In our last post, we have gone through the Synchronize dropdown feature of GUMU for Sage CRM – Sage ERP X3. With GUMU integration, we can view/add/edit all crucial data from Sage ERP X3 to Sage CRM. When dealing with these data, it becomes very important that it should be accessible only to the authorized… Read More »