Now that I have explained why you should install your FREE Sage CRM server with your existing Sage 100 ERP system

And I have explained the steps required to successfully complete the integration.

By now you are probably asking, “Now what? How the heck does this work? How do I get some synchage going?”

Fair enough. As follows is a primer on getting the datasets synchronized and understanding how they STAY synchronized.

How is the data initially connected?

  1. Make sure you have completed all of the steps mentioned in my 10 Commandments article; the following steps presume this.
  2. Configure CRM Options in ERP to enable the data load from Sage CRM into Sage MAS 90 or 200. For more information, see Set Up Customer Relationship Management for a New Company.
  3. Go grant access to ERP tasks from Sag eCRM in AR Salesperson Maintenance.
  4. Run the Relationship Management Wizard in the CRM module; this utility links customer records in ERP with Company records in Sage CRM.
  5. Re-run the Relationship Management Wizard to link contacts.
  6. Re-run the Relationship Management Wizard to link ship-to addresses.

After connected, when does the data synchronize?

  1. If changes are Accepted in CRM Options.
  2. If the Load Sage CRM Data button is executed in CRM Options.
  3. If Relationships are created or deleted using the Relationship Management Wizard.
  4. If changes are made on the CRM side for any related data points.
  5. If Accept or Delete is clicked in Accounts Receivable.

If a sales order/quote is saved for a linked customer and the Accept or Delete button is clicked.

Armed with these steps and understandings, you should continue to know enough to be dangerous with ERP-CRM integration. I look forward to any feedback or questions readers may have as they move forward on their integration implementation. Writing this last sentence, a new closing salutation just occurred to me, “Remember: Always BACKUP first!”