We have our Sage CRM installation synced to our Sage 300 2017 install, and have synced our A/P vendors and A/R customers to the CRM.
There were no contacts in our ERP system, so I am now trying to import person records for the existing ERP customers.
It appears that importing in CRM is WAY different than in ERP - where I would often update records by exporting, changing the export file, and re-importing.
I understand how Sage 300 (ACCPAC) imports - linking on one or two key fields, but I don't really understand the CRM import process.
I would appreciate anyone's insights into the problems I am having:
Hope that makes sense! Thanks for any help that can be offered.
OK - after much trial and error, the only way I could get a good upload was to use the Company_ID field (unique) and dedupe on that field and the person first and last names - so I had to dump out a list of customers with their CRM Company_ID fields and then cross reference them to the names.
Also found that by selecting to overwrite the person's default address, it will fill out the person address info.
So, I have finally managed a decent upload, however I now have a couple where I need to fix the previous imports - I need to merge the person address data into the exisitng person. I tried it once and it made a hell of a mess, besides asking me on each and every of the 150 odd records if I wanted to merge the data.
Can anyone give me any hints on how best to merge the customer addresses into the existing CRM data?
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