Auto Synch Customers and Vendors Data

So far, customer and vendor data has been imported manually using the respective GUMU import routines. In addition to this, GUMU also allows you to synchronize this data automatically by using Windows Task Scheduler with batch files.

GUMU provides the following three batch files that can be scheduled to run in the background. These ensure that all updated ERP data is synchronized with Sage CRM without any manual intervention:

1. Sync Customer Data 2. Sync Customer Custom Fields Data 3. Sync Vendor Data

If user wants to keep all the Customers and vendors data updated on daily, weekly or monthly basis then they can schedule these batch files accordingly using Windows Task Scheduler. Before scheduling, please follow below steps –

To Sync Customer Data using Windows Scheduler

1. Edit ‘GT_SyncCustomerbatch’ file from path C:\Program Files (x86)\Greytrix\GUMU for Sage CRM - Sage Intacct\Auto Customer Synch

2. Edit the below details in that file :–

a. Sage CRM URL – Enter the Sage CRM URL (like http://grey087/CRM2017R3/eware.dll) b. Sage CRM User Name – Enter Sage CRM username c. Sage CRM User Password – Enter Sage CRM password d. Sage CRM Instance Name – Enter Sage CRM Instance name e. Sage Intacct Company ID – Enter the Sage Intacct Company ID which is integrated with GUMU™ Integration.

3. Save the file

4. To use this file manually , run ‘GT_SyncCustomerbatch’ batch file with Run as Administrator option which will import Customer’s data from Sage Intacct to Sage CRM or you can schedule the batch file under Windows Task Scheduler(steps to schedule provided at the bottom of this page) to run automatically.

To Sync Custom Fields Data for Customer using Windows Scheduler

1. Edit ‘GT_SyncCustomFieldsbatch’ file from path C:\Program Files (x86)\Greytrix\GUMU for Sage CRM - Sage Intacct\Auto CustomFields Sync

2. Edit the below details in that file :–

a. Sage CRM URL – Enter the Sage CRM URL (like http://grey087/CRM2017R3/eware.dll) b. Sage CRM User Name – Enter Sage CRM username c. Sage CRM User Password – Enter Sage CRM password d. Sage CRM Instance Name – Enter Sage CRM Instance name e. Sage Intacct Company ID – Enter the Sage Intacct Company ID which is integrated with GUMU™ Integration.

3. Save the file

4. To use this file manually , run ‘GT_SyncCustomFieldsbatch’ batch file with Run as Administrator option which will import Customer’s custom fields data on Sage Intacct data panel from Sage Intacct to Sage CRM or you can schedule the batch file under Windows Task Scheduler(steps to schedule provided at the bottom of this page) to run automatically.

To Sync Vendor Data using Windows Scheduler

1. Edit ‘GT_SyncVendorbatch’ file from path C:\Program Files (x86)\Greytrix\GUMU for Sage CRM - Sage Intacct\Auto Vendor Synch

2. Edit the below details in that file

a. Sage CRM URL – Enter the Sage CRM URL (like http://grey087/CRM2017R3/eware.dll) b. Sage CRM User Name – Enter Sage CRM username c. Sage CRM User Password – Enter Sage CRM password d. Sage CRM Instance Name – Enter Sage CRM Instance name e. Sage Intacct Company ID – Enter the Sage Intacct Company ID which is integrated with GUMU™ Integration.

3. Save the file

4. To use this file manually , run ‘GT_SyncVendorbatch’ batch file with Run as Administrator option which will import Vendor’s data from Sage Intacct to Sage CRM or you can schedule under Windows Task Scheduler(steps to schedule provided at the bottom of this page) to run automatically.

Note: Each Scheduler configured will work only for 1 Sage Intacct Company not for multiple Sage Intacct Company’s

Steps to schedule a basic task in Windows Task scheduler

For enabling auto sync from Sage Intacct to Sage CRM, the user can create a task in Task Scheduler that would run daily at a specific time. Below are the steps to schedule that has to be followed to create the task:

(For Example: Auto sync Customer data)

1. Open Task Scheduler and click on Create New Basic Task.

2. Enter the name as "Auto Sync Customers" and Click Next.

3. Select the trigger as "Daily" and click Next.

4. Set the preferred time for the task and click Next.

5. Select "Start a program" as action and click on Next.

6. Select the batch file at the following path: "C:\Program Files (x86)\Greytrix\GUMU for Sage CRM - Sage Intacct\Auto Customer Synch\GT_SyncCustomerbatch.bat" and click on Next.

7. Click on Finish.

8. Now right-click the newly created task and click on properties.

9. Set the properties as per the below screenshot and click on OK.