Promoting new customers from Sage CRM to Sage Intacct
To promote a new Customer from Sage CRM to Sage Intacct.
Create new company in Sage CRM.
Fill all the details on Company summary screen along with Company Code which user have integrated with GUMU™ Integration.
Enter the Company details. The fields are described in the below table.
Field | Description |
Company Name | Name of the company |
Website | Company’s website |
Company Code | Select the Sage Intacct Company Code in which you want to Promote customer into Sage Intacct. This is a required field |
Status | User can set the company status as Active or Inactive |
Entity | Select the Entity (like Top Level, California #30, etc) in which you want to promote customer. |
Enter details into below field for address. This will be customer’s Default address.
Field
Description
Address1
Address line 1
Address2
Address line 2
Type
Select the Sage Intacct address type. Please note that if user do not select this Sage Intacct type checkbox then that address will not get created/promoted into Sage Intacct.
Zip Code
Enter Zip code
City/State/Country
Enter City/State/Country
Enter details into below fields of Phone and Email section of Company. This will stored under Phone/Email tab of Company.
Phone No. (Business)
Phone number of type Business (first 3 numbers from AREA CODE field and remaining numbers from NUMBER field)
Phone No. (Fax)
Phone number of type Fax (first 3 numbers from AREA CODE field and remaining numbers from NUMBER field)
Phone No. (Modem)
Phone number of type Modem (first 3 numbers from AREA CODE field and remaining numbers from NUMBER field). This field is integrated with Mobile field of Contact in Sage Intacct.
Email ID (Business)
Email address of Business
Email ID (Sales)
Email address of Sales
Enter below details into Person Panel. This will be set as customer’s default Contact.
Field
Description
First Name
First name of the contact
Last Name
Last Name of the Contact
Middle Name
Middle Name of the Contact
Type
Select the Sage Intacct as Person type. Please note that if user do not select this Sage Intacct type checkbox then that contact will not get created/promoted into Sage Intacct.
Print As
This is the field integrated with Sage Intacct’s PRINT AS field.If value from this field is blank in Sage CRM then after promoting Customer into Sage Intacct, it will by default set as Company Name.
Phone No. (Business)
Phone number of type Business (first 3 numbers from AREA CODE field and remaining numbers from NUMBER field)
Phone No. (Fax)
Phone number of type Fax (first 3 numbers from AREA CODE field and remaining numbers from NUMBER field)
Phone No. (Mobile)
Phone number of type Mobile (first 3 numbers from AREA CODE field and remaining numbers from NUMBER field)
Email ID (Business)
Email address of Business
Email ID (Private)
Email address of Private. This field will get display user save the company/person information
Save the Customer details. This will create customer in Sage CRM.
Once Customer is saved, click on Sage Intacct Customer tab. Select the values for other fields like Terms Code, Tax Group, etc. User will be able to see Promote Button. Click on that Promote button. Once customer is promoted you will receive message that it is successfully promoted. If there are any errors then it will be display on the screen.
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