Sage CRM Integration

Sage 300 ERP Integration for Sage CRM establishes a seamless link between your Sage 300 ERP accounting system and Sage CRM.

To set up this component, follow these steps.

1. Install Sage 300 ERP Integration for Sage CRM on the server where Sage 300 ERP is installed.
2. Activate Sage 300 ERP Integration for Sage CRM. This will enable the following icons under the Sage CRM folder on the Sage 300 ERP company desktop:
   • Sage CRM Setup
   • Workstation Setup
   • Error Log
3. Open the Sage CRM Setup form and choose the integration and notification options for your system.
4. Run the Workstation Setup utility on any Sage 300 ERP desktop workstation that you wish to integrate with Sage CRM (whether Sage 300 ERP is installed locally or running on the server) . You do not need to run the Workstation Setup utility on the client if you are running a browser client only.

After you select the appropriate options and complete these setup steps, changes made to customers, customer ship-to addresses, vendors, and vendor remit-to addresses are reflected automatically in Sage CRM.