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?
- Make sure you have completed all of the steps mentioned in my 10 Commandments article; the following steps presume this.
- 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.
- Go grant access to ERP tasks from Sag eCRM in AR Salesperson Maintenance.
- Run the Relationship Management Wizard in the CRM module; this utility links customer records in ERP with Company records in Sage CRM.
- Re-run the Relationship Management Wizard to link contacts.
- Re-run the Relationship Management Wizard to link ship-to addresses.
After connected, when does the data synchronize?
- If changes are Accepted in CRM Options.
- If the Load Sage CRM Data button is executed in CRM Options.
- If Relationships are created or deleted using the Relationship Management Wizard.
- If changes are made on the CRM side for any related data points.
- 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!”