SageCRM Setup

This form lets you choose several options for running SageCRM with Sage ERP Accpac. You must use this form to choose setup options when you first set up SageCRM.

Once you have set up SageCRM Integration, use this form when you want to change your selections.

To use the SageCRM Setup form

1. Select the SageCRM folder and click the SageCRM Setup icon.

The E/W SageCRM Setup form appears.

2. Review and select the following connection options on the Setup form:

Suspend All Integration to SageCRM. Select this option if you do not want any changes in Sage ERP Accpac to be reflected automatically in SageCRM.

Suspend A/R Integration to SageCRM. Select this option if you do not want changes in Accounts Receivable to be reflected automatically in SageCRM.

Suspend A/P Integration to SageCRM. Select this option if you do not want changes in Accounts Payable to be reflected automatically in SageCRM.

Suspend O/E Integration to SageCRM. Select this option if you do not want changes in Order Entry to be reflected automatically in SageCRM.

Note: If you suspend O/E integration to SageCRM, the totals and forecasting information on the Opportunity Summary, Quote Summary, and Order Summary screens will not be updated with information from Sage ERP Accpac.

You can also transfer customer or vendor information manually to SageCRM using the SageCRM import functions.

Suspend A/R Ship-To Addresses Integration to SageCRM or Suspend A/P Remit-To Addresses Integration to SageCRM. Select this option if you do not want changes to these addresses in Accounts Receivable or Accounts Payable to be reflected automatically in SageCRM. (Note that after an installation, these two options are selected, by default.)

You can also transfer customer ship-to (or vendor remit-to) address information manually to SageCRM using the SageCRM import functions.

SageCRM Installation Name. Ensure that the SageCRM installation name is correct (the default is CRM).

If you change this field, click the SageCRM Web Services URL the Web Services URL field.

Logon User. The default is ”r;CRM”. The CRM user account is created automatically within SageCRM to allow Sage ERP Accpac to connect to it.

Password. To add security to this connection, enter a password.

Note: If you change the password for the Logon user, you also need to change the password for this user within SageCRM. This also applies if you use a different Logon user name than the default&emdash;CRM.

SageCRM Server name. The default value for this field is the name of your computer. If SageCRM and Sage ERP Accpac are installed on separate servers, enter the name of the SageCRM server.

If you change this field, click the SageCRM Web Services URL the Web Services URL field.

Web Services URL. The Web Services URL field consists of the SageCRM Server Name field, the SageCRM Installation Name field, and program defaults. For example: http://605DEV05/CRM09/eware.dll/webservices/soap where 605DEV05 is the server name, and CRM09 is the installation name.

If you make changes to the SageCRM Server Name field or the SageCRM Installation Name field, click the SageCRM Web Services URL button to automatically update the corresponding portions of the URL field.

Alternatively, you can simply type over the existing value in the URL field. The server name and installation name used in the URL must be the same as the value in the SageCRM Server Name field and the SageCRM Installation Name field.

3. Review the notification options at the bottom of the Setup window.

Acknowledge operations. By default, whenever a customer or vendor record is edited and saved in Sage ERP Accpac, a notification window is displayed to inform the user that the update to SageCRM was successful. Uncheck this option if you do not want to receive notification messages.

Display errors. By default, the integration component alerts the user to any problems that occur when the program tries to update a customer or vendor in SageCRM. You can turn this option off and view the error log to review any problems.

Log errors. This option allows the administrator to turn on or off the logging of errors received by the integration component.

4. Click Save to complete the setup process, and then click Close to exit.