We have our Sage CRM installation synced to our Sage 300 2017 install, and have synced our A/P vendors and A/R customers to the CRM.
There were no contacts in our ERP system, so I am now trying to import person records for the existing ERP customers.
It appears that importing in CRM is WAY different than in ERP - where I would often update records by exporting, changing the export file, and re-importing.
I understand how Sage 300 (ACCPAC) imports - linking on one or two key fields, but I don't really understand the CRM import process.
I would appreciate anyone's insights into the problems I am having:
- We have customers and vendors (from ERP) with exactly the same name - they are the same company, but we buy from and also sell to. I can't seem to determine how to import a person record and associate with the customer company and not the vendor company. I just get a deduplication error. I don't really want to change the company names, as that would sync back to Sage 300 and screw up the names there.
- After much trial and error (I don't find the documentation much help) I have imported some person records, but I was unable to get the person address information to import. If I set the address to map to the person, I would get an import error, so I was only able to successfully import if I set the address information to map to company address. When I look in the company - the address shows as linked to the person, but on the person screen there is no address information.
Hope that makes sense! Thanks for any help that can be offered.
