Disallow import of inactive customers from Accpac

Hi All,

With Accpac integration, there is a provision to import Accpac customers into CRM. However, is there a way to allow import of only the active customers and disallow those customers which are inactive in Accpac?


Regards,

Yogesh

  • 0

    Hi,

    For achieving your goal you have to do some customization on Config_PopulateeWare.asp page. Here you need to add modify the filter condition such that inactive customer records will be skipped from the record set and only active customers will be available for syncing.

    Hope this helps!

    Regards,

    Dinesh

  • 0

    Yogesh, you could change the ASP Page that Imports the Customers (config_populateeware.asp) to only Import the Active ones. That's the easy part; the challenge is the integration. If you edit an inactive customer in ERP, the integration will want to add it to CRM. If we can find a way to change this OR put a procedure in place that removes them on a nightly basis, then you have a solution.

  • 0

    Thank you Greytrix and Ken.

    Ken, I think chances of editing an inactive customer in ERP is less as they are inactive so users wont work on it. And if they do, then technically its not really inactive so its ok to push them to CRM. I think we can live with this.

    Thanks.