Import

Use this page to import data from Sage X3 to Salesforce org; User can run the import routine on-demand basis or set the schedule of any selected import routine; thus automating the process.

Click on one of the import routine present in the screen e.g. like the one highlighted in the below placed screen-shot:

User can run the import routine (on-demand sync) by clicking on the synch now button which would import the data from Sage X3 to Salesforce.

  • Select the entity for which you want to run the import routine and go to the “Details” tab.

  • Click on “Filter” tab to add filter and click the “Edit” button.

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