Import Business Partners (Customers) from Sage X3 to CRM

The user can import all the customers from Sage X3 to Sage CRM.

For importing customers from Sage X3:-

• Go to the Sage CRM Administration menu.

• Click on the Sage X3 àImport Business partner’s button. It will navigate you to the Import Customer page.

• Select the Folder Name from which you want to import customers.

• There are 3 import criteria that users can use while importing customers from Sage X3 to Sage CRM. Refer to the below screenshot.

1. Last Updated Since: - Using these criteria, the user can import customers on the basis of the last updated date of the particular customer. The user can select a particular date from the field and can sync customers updated from that selected date.

2. Customer Number: - The user can also synch customers by specifying a particular range of customer numbers in From and To fields.

3. Bulk Customer import: - Users can synch customers by using this bulk customer import feature. It will import all the customer records through the SQL database of Sage X3 into Sage CRM.

Note: - If the user does 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 X3 system to Sage CRM. While synching customers into Sage CRM, GUMU™ first checks for the existence of a customer in CRM using the Customer number and Folder Name combination. If it does not exist, GUMU™ inserts the corresponding customer into CRM and if it already exists then it updates the customer info into CRM. While synching customer information GUMU™ also, synchs all the addresses and contacts for each customer.