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


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