Chapter 6: Synching Data Using Windows Scheduler

1. Sync YTD and LYTD Sales Data using Windows Scheduler

As we now know about displaying the YTD and LYTD sales data using import custom fields process which has to be done manually can now be synced automatically based on windows scheduler.

User will have to schedule the batch file using Task Scheduler which will sync YTD, LYTD and Last Invoice Date data automatically into Sage CRM based on scheduled time.

If user wants to keep sales value updated on daily, weekly or monthly basis then user can run scheduler (on daily, weekly or monthly basis ) by scheduling the utility. Before running scheduler, user will have to follow below steps –

1. Edit ‘SyncCustomFields’ batch file from ‘C:\Program Files (x86)\Greytrix\GUMU for Sage CRM Server’

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 Password – Enter Sage CRM password

   d. Sage CRM Instance Name – Enter Sage CRM Instance name

   e. Sage 100 company code – Enter the Sage 100 Company Code which is integrated with GUMU™ Integration.

3. Save the file

4. Run ‘SyncCustomFields’ with Run as Administrator which will import YTD sales data from Sage 100 to Sage CRM or you can schedule under Windows Task Scheduler.

Note: – Scheduler will work only for 1 Sage 100 Company Code not for multiple Sage 100 Company Codes.

1. Sync Sales Order Status using Windows Scheduler Once the promoted order in Sage 100 has been closed, it will now update the Order status in Sage CRM to 'Completed' using Windows scheduler. User will have to schedule the batch file using Task Scheduler which will sync Order status automatically into Sage CRM based on scheduled time. If user wants to keep Order status updated on daily, weekly or monthly basis then user can run scheduler (on daily, weekly or monthly basis ) by scheduling the utility. Before running scheduler, user will have to follow below steps – 1. Edit ‘UpdateOrderStatus’ batch file from ‘C:\Program Files (x86)\Greytrix\GUMU for Sage CRM Server’ 2. Edit the below details in that file :– a. Sage CRM User Name – Enter Sage CRM username b. Sage CRM Password – Enter Sage CRM password c. Sage CRM Instance Name – Enter Sage CRM Instance name d. Sage 100 company code – Enter the Sage 100 Company Code which is integrated with GUMU™ Integration. 3. Save the file 4. Run ‘UpdateOrderStatus’ with Run as Administrator which will import Oder status from Sage 100 to Sage CRM or you can schedule under Windows Task Scheduler.

1. Sync Profit Analysis and Item history data using Windows Scheduler

   User will have to schedule the batch file using Task Scheduler which will sync Order status automatically into Sage CRM based on scheduled time. If user wants to keep Product Analysis and Item history updated on daily, weekly or monthly basis then user can run scheduler (on daily, weekly or monthly basis ) by scheduling the utility. Before running scheduler, user will have to follow below steps – a. Navigate to Greytrix folder and open the GTSQLConnection.exe and fill up you SQL connection details as below: i. Server Name – Enter SQL server name along with its instance ii. Database Name – Enter Sage CRM Database name iii. User Name – Enter SQL Server authentication username iv. Password – Enter SQL password b. Test Connection c. Save the file d. Create a task to run the Query Executer present in from ‘C:\Program Files (x86)\Greytrix\GUMU for Sage CRM Server’ to sync data on daily basis from Sage 100 to Sage CRM or you can schedule under Windows Task Scheduler