Import Vendors from Sage Intacct to Sage CRM

User can import all the Vendors from the Sage Intacct to Sage CRM.

For importing Vendors from Sage Intacct:

  • Go to Sage CRM Administration menu Click on Sage Intacct Import Vendor button. It will navigate you to Import Vendor page.

  • Select Sage Intacct Company Name from which you want to import Vendor into Sage CRM.

  • There are 2 import criteria which user can use while importing Vendor from Sage Intacct to Sage CRM. Please refer below screenshot.

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

  2. Vendor Number: User can also synch Vendor by specifying particular range of Vendor numbers in From and To field.

Note: - 1. The Vendor Integration will be enabled only when the Vendor Integration checkbox is checked in the CRM Configuration screen. 2. If user do not enter anything in the date field or FROM and TO field and clicks on Sync Button, GUMU™ just synch all Vendor from the Sage Intacct system to Sage CRM. While synching Vendor into Sage CRM, GUMU™ first check for existence of Vendor in CRM using Vendor ID, Record Number and Company Name combination. If it does not exist, GUMU™ inserts corresponding Vendor into Sage CRM and if it is already exist then it updates the Vendor info into Sage CRM. While synching Vendor information, GUMU™ also sync's primary address and primary contact for each Vendor .

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