Import Customers from Sage Intacct to Sage CRM
Last updated
Last updated
User can import all the customers from the Sage Intacct to Sage CRM.
For importing customers from Sage Intacct:
Go to Sage CRM Administration menu Click on Sage Intacct Import Customers button. It will navigate you to Import Customer page.
Select Sage Intacct Company Name from which you want to import customers into Sage CRM.
There are 2 import criterias which user can use while importing customers from Sage Intacct to Sage CRM.Please refer below screenshot.
Last Updated Since: Using this criteria, user can import customers 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.
Customer Number: User can also synch customers 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 all customers from the Sage Intacct system to Sage CRM. While synching customers 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™ inserts corresponding customer into Sage CRM and if it is already exist then it updates the customer info into Sage CRM. While synching customer information, GUMU™ also sync's primary address and primary contact for each customer.
