Sage CRM Connector

Sage CRM Connector






SageCRM Origin

Make sure you update your standard SageCRM URL to include ../webservices at the end. The SageCRM Origin will not work if you have a blank password. Your user must have a password.

Origin Filters

"SageCRM Filters should work just like normal SQL-like filters." Editors Note: Someone should update this with a working example.

SageCRM Destination

Make sure you update your standard SageCRM URL to include ../webservices at the end. The SageCRM Destination will not work if you have a blank password. Your user must have a password.

Mapping

When inserting Companies or Contacts, possibly other entities, there is a hyperlink in the Manage Stages box for something like "Related Records". Here you can choose how many related records, like Addresses, Phone Numbers or Email Addresses you want to insert with your main record.

Update

When using an Update stage, you must match on the primary key of the table. CompanyID for example.

Update/Insert

When using an Update/Insert stage, you can match on any field, including custom fields.


Parameter
Description
CRM Instance URL

Sage CRM Connection Edit Screen


    • Related Articles

    • Sage 300 ERP Connector

      Overview Sage 300 versions supported: 2014 and higher.   It can read, write to the following tables (chart updated January 16, 2020) Sage 300 Entity Read Write Customer X X Contact 1 1 Products X Salesperson X Quote X X Order X X Invoice X X Payment ...

    • Sage 100 ERP Connector

      Overview Sage 100 versions supported: 2014 and higher. The StarfishETL Sage 100 Connector accesses Sage 100 via web services. It can be used with StarfishETL Windows or the Starfish Ray. If you are using the StarfishETL Windows module you will do all ...

    • Sage 300 web service setup and configuration

      Setting up Sage 300 web service test Get ready - Prep Sage 300 credentials Sage 300 SQL database Company Username and password System Prereqs .NET Framework 4.7.1+ IIS with ASP.NET enabled. Installed somewhere where the Sage 100 client has also been ...

    • Sage 100 Web Service Setup and Configuration

      Sage 100 Web Service installation and setup instructions Get ready - Prep Sage 100 credentials Sage 100SQL database Company ? Username and password System Prereqs .NET Framework 4.7.1+ IIS with ASP.NET enabled. Installed somewhere where the Sage 100 ...

    • Zoho CRM Connector

      Additional Documentation This Connector is based on the Zoho CRM ADO.NET Provider by CData. For additional help, including Connection String parameters, please see: https://cdn.cdata.com/help/CZG/ado/ Authenticating to Zoho CRM The provider is ...