CRM integration settings

Note - danger

Sage 200 CRM and the Sage CRM Connector are no longer supported with Sage 200 Professional.

These CRM integration settings have been removed from Sage 200 Professional 2021 R1 onwards.

An alternative for CRM integration is Qmulus Qnect which is developed by our Business Partner Qmulus. See Sage CRM - Qmulus Qnect Connector (opens in a new tab).


Note - information

The following CRM integration settings have been removed in Sage 200 Professional 2021 R1 onwards, and are only available in earlier versions of Sage 200.

There are two different ways to connect to CRM:

  • Integrated: This is the preferred method of synchronising your data between Sage 200 and Sage 200 CRM.

  • Connected: Only use this to synchronise data using Sage CRM Connector (Sales Marketing and Services).

Use these settings to choose how your Sage 200 data integrates with CRM.

Note - warning

If you're integrating with CRM, you must enter the relevant settings here. If settings are not entered, then linked records that have been deleted in Sage 200 Accounts are not synchronised and deleted in CRM.

Integrated CRM (Sage 200 CRM)

Note - warning

Sage 200 CRM is no longer supported with Sage 200 Professional from September 2021. This has been replaced by the Qmulus Qnect Connector integration. See Sage CRM - Qmulus Qnect Connector (opens in a new tab).

This uses a synchronisation process for sharing information between the two databases. These settings control the amount of Sage 200 data that is synchronised to your Sage 200 CRM database. The options you choose will determine:

  • The Sage 200 data that is synchronised with in Sage 200 CRM. You can synchronise customer accounts, supplier accounts, stock items, and quotes and orders.
  • The length of time taken to complete the initial synchronisation between Sage 200 and Sage 200 CRM.
  • Whether the CRM customisations are up to date.
  • Whether deleted contacts are handled.

For the first synchronisation, all the relevant data in Sage 200 is synchronised with Sage 200 CRM. This can take a considerable length of time, depending on the amount of data in your Sage 200 database. For subsequent synchronisations, only new data, or data which has changed, is included in the synchronisation.

You can use these settings to reduce the amount of data included in the initial synchronisation, making it much quicker. Once the initial synchronisation is successful, you can change the settings to include further data, if required.

Set the integration settings

Open: Accounting System Manager > Settings > CRM Integration Settings.

  • Chose Integrated from the CRM Configuration list.

Choose the required settings:

Integration level

Choose from the following

Option Synchronises
All entities

Customers, suppliers, products, quotes and orders.

This means quotes and orders can be raised in either system.

You can also select which sales orders and quotes to synchronise. This is done by date.

Accounts

Only customer and supplier accounts are synchronised with CRM.

This means you can view your customer and supplier account details in CRM but you can't raise quotes and orders.

Accounts; Products

Only customer accounts, supplier accounts and stock item records are synchronised with CRM.

This means you can raise a quote or order for a product in CRM but that quote or order won't appear in Sage 200.

CRM Synchronisation date settings

This determines how many of your quotes and orders entered in Sage 200 are sent to CRM.

All Orders\Quotes

Select this to synchronise all quotes and sales orders in Sage 200 with Sage 200 CRM.

Note: The time taken to synchronise data depends on the amount of data in Sage 200.

Orders\Quotes from a document date

Select this to synchronise quotes and sales orders from a specified date.

Document Date From

Enter the date to synchronise quotes and sales order from.

All quotes and sales orders with a Document Date on or after this date, are synchronised with Sage 200 CRM.

I confirm that the CRM Integration Service has been stopped

Note - danger

Important: Before you enter or change these settings, you must stop the Windows service CRM Integration Service. This is to maintain your data's integrity.

Select this to confirm that you have stopped the CRM Integration Service.

You cannot continue until you have selected this checkbox.

CRM Web Service

  • Check CRM on deleting an account.

    Prevent contacts being deleted in Sage 200, when the contact has outstanding notes, communications or cases in Sage 200 CRM.

    When you delete a contact from a customer or supplier account in Sage 200 and the data is synchronised, the corresponding person record is also deleted in Sage 200 CRM, including the links to the outstanding cases, opportunities and notes.

    To prevent this, select the Check CRM on deleting an account option. When a contact is deleted in Sage 200, the corresponding person record in Sage 200 CRM is checked for:

    • Communications that Pending.
    • Opportunities that are In Progress.
    • Cases that are In Progress.

    Once selected, you cannot delete the contact record in Sage 200, if the person record in Sage 200 CRM has any of these.

  • Enter the web service details if your CRM application has been customised:

    CRM URL

    Enter the URL for Sage 200 CRM web service. This is http://<servername>/CRM/eWare.dll/webservice

    CRM User Name

    Enter the CRM user name that is set on the integration in Sage 200 CRM.

    Note - warning

    This must be a different user to the one that you use to log in to CRM.

    CRM Password

    Enter the password for this CRM user.

    This also makes sure that the version number for the Sage 200 CRM customisations is checked from the CRM database when the synchronisation is run.

    When the synchronisation is run, it checks the version number of the customisations to see if new ones need to be installed. This version number is stored in both the CRM and Accounts databases.

    If you enter the CRM web service details here, the version number stored in the CRM database is checked. If no credentials are entered the version number stored in the Accounts database is checked.

    This is to make sure that customisations are re-applied when you restore a CRM database, as the version number stored in CRM will be different to the version number stored in Accounts.

    The CRM user details that you enter here must be for a different user than the one you use to log into CRM. We recommend that you create a CRM user specifically for this purpose.

    Note - warning

    If you only have a single user license for Sage 200 CRM, you cannot use this functionality.

Use the Test Connection button to check that the details entered are correct.

Sage CRM Connector (Sales, Marketing and Services)

Note - warning

Sage CRM Connector is no longer supported with Sage 200 Professional 2020 R1. For information about Sage CRM Connector, see Sales, Marketing and Service Connector - Product Review (opens in a new tab).

If you're using the CRM connector to link your CRM (Sales, Marketing and Services) database with your Sage 200 database and you want to update data between the two applications in real time, you need to set this up here.

Once you have installed the CRM Connector, you need to configure the default website to use a new port number with the Sage 200 Services SSL certificate, and enter URL for the Enbu connector in Sage 200. The gateway service is always on the same server as Sage 200.