Promoting new customers from Sage CRM to Sage X3
To promote a new Customer from Sage CRM to Sage X3.
Create a new company in Sage CRM.
Fill in all the details in the company summary screen along with the value in the Folder Name and Category field.
Enter the Company details. The fields are described in the table below.
Field
Description
Customer Name
Name of the customer
Short Title
Short Title name of the customer
Folder Name
Select the Sage X3 Folder Name in which you want to Promote customer into Sage CRM. This is a required field
Category
Select the customer’s Category.
Group 1
Select the Group 1 value from SSA field
Group 2
Select the Group 2 value from SSA field
Group 3
Select the Group 3 value from SSA field
Enter the below details into Contact Panel. This will be set as the customer’s default Contact.
Field
Description
First Name
First name of the contact
Last Name
Last Name of the Contact
Type
Select Sage X3 as the contact type. Please as note that if the the user does not select this Sage X3 type, then that contact will not be get created into Sage X3.
Salutation
Select Salutation for the contact
Title Code
Select Title code of the contact
Phone No. (Business)
Phone number of type Business (first 3 numbers from AREA CODE field and rX3aining numbers from NUMBER field)
Phone No. (Fax)
Phone number of type Fax (first 3 numbers from AREA CODE field and rX3aining numbers from NUMBER field)
Phone No. (Mobile)
Phone number of type Mobile (first 3 numbers from AREA CODE field and rX3aining numbers from NUMBER field)
Email ID (Business)
Email address of Business
Enter details into below field for the address. This will be the customer’s Default address.
Field | Description |
Address Name | Address Name |
Address1 | Address line 1 |
Type | Select the Sage X3 address type. Please note that if the user does not select this Sage X3 type, then that address will not be get created into Sage X3. If you want to the address to be available on “Ship-To” tab of X3 as well, then check Shipping type checkbox. |
Address2 | Address line 2 |
Address 3 | Address line 3 |
Email address | Email id for address |
Telephone No. | Telephone number |
Website | Website name |
Zip Code | Enter Zipcode. Entered Zip code should be present in Sage X3. |
City State | City State |
6. Enter details into the below fields of the Phone/Emof the Company the Company. Please note that this is the same Email address and phone number as the primary address.
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. (Toll-Free) | Phone number of type Toll-Free (first 3 numbers from AREA CODE field and remaining numbers from NUMBER field) |
Email ID (Business) | Email address of Business |
Email ID (Sales) | Email address of Sales |
Email ID (Support) | Email address of Support |
7. Save the Customer details. This will create a customer in Sage CRM.
8. Once the customer is saved, on the Company Summary screen, the user can see Promote Customer Button.
9. Click on that Promote customer. Once the customer is promoted you will get a message that it is successfully promoted or else it will show an error message. The user can promote Customer can be promoted to Sage X3 in below two ways:
From Company Summary screen: In this case, all Customers will be promoted to X3 and will set all the default values for the customer as per the selected Category.
From the Business Partner screen: Alternatively, the user can navigate to the “Business Partner” tab and select the default values and then Promote that Customer to Sage X3.
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