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  • Syncing Sage 100 customers to Sage CRM without using Relationship Management Wizard

    We are looking to move customers from our Sage 100 system to Sage CRM. We have a 3rd-party application that generates customers and we feed them into Sage 100 using VI. That part works fine. However, it's not possible to trigger the creation of a…
  • Quotes from Sage 100 ERP integration as PDF (cross-posted)

    Hello! Can PDFs that we create through Crystal Reports in ERP be automatically loaded into CRM quotes/documents? We're working with a Sage CRM 7.3a & Sage 100 ERP integration, and therefore we are creating quotes and orders using the ERP Sales Order…