Use these settings to determine how your Sage 200 Accounts data integrates with Sage 200 CRM.
These settings control the amount of Sage 200 data that is synchronised to your Sage 200 CRM database. The options you choose will determine:
You can integrate the following data with Sage 200 CRM:
For the first synchronisation, all the relevant data in Sage 200 is synchronised with Sage 200 CRM. This can take a considerable length of time, depending on the amount of data in your Sage 200 database. For subsequent synchronisations, only new data, or data which has changed, is included in the synchronisation.
You can use these settings to reduce the amount of data included in the initial synchronisation, making it much quicker. Once the initial synchronisation is successful, you can change the settings to include further data, if required.
You can choose to synchronise the following data:
Customers, suppliers, products, quotes and orders
You can also select which sales orders and quotes to synchronise. This is done by date. You specify a Date From date. Only sales orders and quotes with a Document Date on or after the date entered, are synchronised with Sage 200 CRM.
Once your data has been synchronised with Sage 200 CRM, it will always remain in the CRM database. Subsequent synchronization will include new data and changes made to the synchronised data.
If you change these settings, only data that is included within the range of the new settings will be synchronised.
For example:
You may want to restrict the number of sales order and quotes for your initial synchronisation. For subsequent synchronisations you can change the Date From to a earlier date. This synchronises additional sales orders and quotes.
In the same way, you can restrict the initial synchronisation so that it only includes customers and suppliers. For subsequent synchronisations, you can change the integration to include products, sales orders and quotes.
If you change the integration settings to include less information, such as changing the Date From to a later date, changes made in Sage 200 to existing synchronised data prior to the date entered, will not be transferred to Sage 200 CRM.
Use this to prevent contacts being deleted in Sage 200, when the contact has outstanding notes, communications or cases in Sage 200 CRM.
When you delete a contact from a customer or supplier account in Sage 200 and the data is synchronised, the corresponding person record is also deleted in Sage 200 CRM, including the links to the outstanding cases, opportunities and notes.
To prevent this, select the Check CRM on deleting an account option. When a contact is deleted in Sage 200, the corresponding person record in Sage 200 CRM is checked for:
Once selected, you cannot delete the contact record in Sage 200, if the person record in Sage 200 CRM has any of these.
Open: Accounting System Manager > Settings > CRM Integration Settings.
Select Display Profit in CRM Order entry to view the level of profitability in CRM's web quotes.
Clear this option to hide the level of profitability.
Select the required Integration level from the drop-down list:
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Accounts |
Select this to synchronise your customers and suppliers only. This creates a company in Sage 200 CRM for each customer and supplier record in Sage 200. |
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Accounts; Products |
Select this to synchronise customers, suppliers and products data. This creates company records in Sage 200 CRM and also creates a product in Sage 200 CRM for each product in Sage 200. |
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All Entities |
Select this to synchronise all Sage 200 data with Sage 200 CRM. This creates companies and products in Sage 200 CRM and also integrates all your quotes and sales orders. |
If you have selected All Entities, set the required CRM Synchronisation Date settings:
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All Orders\Quotes |
Select this to synchronise all quotes and sales orders in Sage 200 with Sage 200 CRM. Note: The time taken to synchronise data depends on the amount of data in Sage 200. |
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Orders\Quotes from a document date |
Select this to synchronise quotes and sales orders from a specified date. |
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Document Date From |
Enter the date to synchronise quotes and sales order from. All quotes and sales orders with a Document Date on or after this date, are synchronised with Sage 200 CRM. |
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I confirm that the CRM Integration Service has been stopped |
Important Before you enter or change these settings, you must stop the Windows service CRM Integration Service. This is to maintain your data's integrity. Select this to confirm that you have stopped the CRM Integration Service. You cannot continue until you have selected this checkbox. |
To check for person records with outstanding notes, communications or cases, select Check CRM when deleting a contact. Enter the following details:
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CRM URL |
Enter the URL for Sage 200 CRM. This is http://<servername>/CRM/eWare.dll/webservice |
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CRM User Name |
Enter the CRM user name that is set on the integration in Sage 200 CRM. |
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CRM Password |
Enter the password for this CRM user. |