Import Product information from Sage X3 to CRM

The user can import all the products from Sage X3 to Sage CRM. For importing products from Sage X3 to CRM:-

  • Go to the Sage CRM Administration menu.

  • Click on the Sage X3 à Import Product button. It will navigate you to the Import Product page.

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

  • There are 2 import criteria that users can use while importing Products from Sage X3 to Sage CRM.

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

    2. Bulk Product import: - Users can synch products by using this bulk product import feature. It will import all the products through the SQL database of Sage X3 into Sage CRM.

    Note: - If the user does not enter anything in any fields and clicks on Sync Button, it will sync all products from the Sage X3 systems to Sage CRM. While synching products into Sage CRM, GUMU™ first checks for the existence of the product in CRM using the Product code and Folder Name combination. If it does not exist, GUMU™ inserts the corresponding product into CRM and if it already exists then it updates the product info in CRM.

    While importing product information, it also synchs the product category, base pricing, and UOM information. GUMU™ by default synch all the product information under the ERPPRICING pricing list and ERPUOM UOM category.

Last updated