Chapter 4: Auto Synch Customers

If user want to keep Customer’s data to be updated on daily, weekly or monthly basis from Sage Intacct to Sage CRM then he/she can run scheduler (on daily, weekly or monthly basis manually or by scheduling the utility. Before running scheduler, user will have to configure it for the first time by following below steps

1. Edit ‘GT_SyncCustomerbatch’ file from C:\Program Files (x86)\Greytrix\GUMU for Sage CRM - Sage Intacct\Auto Customer Synch

   
2. Edit the below details in that file <Enter Sage CRM URL> - Enter the Sage CRM URL (like http://grey085/CRM2017R3/eware.dll)<Enter Sage CRM admin level Username> - Enter Sage CRM username <Enter Sage CRM user’s Password> - Enter Sage CRM password <Enter Sage CRM Instance Name> - Enter Sage CRM Instance name <Enter Sage Intacct Company> - Enter the Sage Intacct Company which is integrated with GUMU™ Integration. Note: Scheduler will work only for 1 Sage Intacct Company not for multiple Sage Intacct Company’s.

   
3. Save the file

4. For manually syncing the customers from Sage Intacct to Sage CRM, system admin can run ‘GT_SyncCustomerbatch’ batch file with Run as Administrator option which will import Customer’s data from Sage Intacct to Sage CRM.

5. For enabling auto sync of customer data from Sage Intacct to Sage CRM, the user can create a task in Task Scheduler that would run daily at a specific time. Below are the steps that has to be followed to create the task.

   1. Open Task Scheduler and click on Create New Basic Task.

   2. Enter the name as "Auto Sync Customers" and Click Next.

   3. Select the trigger as "Daily" and click Next.

   4. Set the preferred time for the task and click Next.

   5. Select "Start a program" as action and click on Next.

   6. Select the batch file at the following path: "C:\Program Files (x86)\Greytrix\GUMU for Sage CRM - Sage Intacct\Auto Customer Synch\GT_SyncCustomerbatch.bat" and click on Next.

   7. Click on Finish.

   8. Now right-click the newly created task and click on properties.

   9. Set the properties as per the below screenshot and click on OK.