Sage CRM & Sage 300 Integration - Sales Rep Mapping

Hi all.

I don't know if I have overlooked this somewhere in a setup guide, but I can't seem to figure out how to map sales rep setup in Sage 300 AR customer accounts, to the account manager field (comp_primaryuserid) in Sage CRM. Is there a standard way to configure this?

We have integrated Sage 300 2020 with Sage CRM 2021 R1.

Thank you.

Parents Reply Children
No Data