In our previous blog, we have gone through how we can Configure GUMU™ Integration between Sage CRM and Sage Intacct.
Check Sage Intacct Integration: Delivering the best cloud-based integrated solutions for 360° Business Approach
In this blog post, we will go through the Synchronize drop-down process. Currently, in our GUMU™ for Sage CRM – Sage Intacct Integration, we are synchronizing dropdown options for Tax Group, Price List, AR Terms, Type ID, Sales Rep, and Entities. A user has to follow below steps to synchronize the drop-down,
1. Login to Sage CRM.
2. Navigate to Administration -> Sage Intacct -> Synchronize Dropdowns.
3. Select the Sage Intacct Company for which the user wants to synchronize the drop-down.
4. Select checkboxes for the dropdowns you want to sync in Sage CRM and click on the Sync button.
New Stuff: GUMU™ for Sage Intacct – Sage CRM Integration: User Permission settings
5. Finally, refresh the Metadata.
Please note that this will synchronize all the options from above dropdowns in Sage CRM. Once this is done, it is available for selection while creating a customer. In future, whenever you add a new option to any of the above dropdown fields in Sage Intacct, you will have to run above process again in order to bring new options into Sage CRM.
About Us
Greytrix – a Sage Intacct Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.
Greytrix caters to a wide range of offerings for Sage Intacct – a Sage Business Cloud Solution. This include migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce. We also offer best-in-class Sage Intacct Development Services, consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide.
For more information on Sage Business Cloud Solutions, please contact us at sagecloud@greytrix.com. We will be glad to assist you.