sage erp x3 connector for sage crm ernest kruger sage crm product manager
Post on 21-Dec-2015
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Sage ERP X3 Connector for Sage CRMErnest KrugerSage CRM Product Manager
Sage ERP X3 Integration• X3 Customer record with all Contacts
• View Customer credit limit
• X3 Quotes Listing, drilldown and update of Quote with all Line Items
• X3 Orders Listing, drilldown and update of Order with all Line Items
• X3 Work Orders Listing, drilldown and update of Work Order and all Line Items
• Includes creating new Records of each of the above entities
X3 Connector• Utilizes ERP X3 Webservice API
• Ready Built-in Libraries and Functions
• Allows Real-time Views of Customers, Quotes and Orders
• Provides the ability to change, add to and update data, savings on
licence costs
• Fully customisable and extendable
• X3 access through all Sage CRM interfaces (including multiple
browsers & mobile options)
Setup and Config• Change the port that the X3 Apache Service uses• Ensure that Webservices has been enabled in X3 and that
the Webservice URL is exposed• Test this using:
http://x3stduk:28880/adxwsvc/services/CAdxWebServiceXmlCC
Setup and Config• Edit Web.Config file
Setup and Config
Setup and Config
Setup and Config
Setup and Config• Use X3 Webservices Admin Interface to access the
Webservice Tester (http://localhost:28880/root/)
Setup and Config
Setup and Config
X3 Connector
X3 Connector
X3 Connector
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