Import Custom Fields for Customers

The Import Custom Field routine is used to sync customer sales data like Last Invoice Date, Last Sales Order date, Total Outstanding amount on Sage Intacct Data panel.

For importing custom fields data from Sage Intacct into CRM:-

• Go to Sage CRM Administration menu> Click on Sage Intacct > Import Custom Fields. It will navigate you to Import Customer Fields page.

• Select Sage Intacct Company Name from which you want to import customer fields data into Sage CRM.

• There are 2 import criterias which user can use while importing customer fields data. Please refer below screenshot.

1. Last Updated Since: Using this criteria, user can import custom fields data on the basis of last updated date of particular customer. User can select particular date from field and can sync customers updated/inserted after selected date.

2. Customer Number: User can also synch custom fields data by specifying particular range of customer numbers in From and To field.

Note: - If user do not enter anything in the date field or FROM and TO field and clicks on Sync Button, GUMU™ just synch custom fields data of all customers from the Sage Intacct system to Sage CRM. While synching custom fields data into Sage CRM, GUMU™ first check for existence of customer in CRM using Customer ID, Record Number and Company Name combination. If it does not exist, GUMU™ skips that customer’s data and if it already exist then it updates the respective customer’s custom fields info into Sage CRM.