sage erp x3 connector for sage crm ernest kruger sage crm product manager
TRANSCRIPT
![Page 1: Sage ERP X3 Connector for Sage CRM Ernest Kruger Sage CRM Product Manager](https://reader033.vdocuments.net/reader033/viewer/2022061410/56649d745503460f94a53aec/html5/thumbnails/1.jpg)
Sage ERP X3 Connector for Sage CRMErnest KrugerSage CRM Product Manager
![Page 2: Sage ERP X3 Connector for Sage CRM Ernest Kruger Sage CRM Product Manager](https://reader033.vdocuments.net/reader033/viewer/2022061410/56649d745503460f94a53aec/html5/thumbnails/2.jpg)
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
![Page 3: Sage ERP X3 Connector for Sage CRM Ernest Kruger Sage CRM Product Manager](https://reader033.vdocuments.net/reader033/viewer/2022061410/56649d745503460f94a53aec/html5/thumbnails/3.jpg)
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)
![Page 4: Sage ERP X3 Connector for Sage CRM Ernest Kruger Sage CRM Product Manager](https://reader033.vdocuments.net/reader033/viewer/2022061410/56649d745503460f94a53aec/html5/thumbnails/4.jpg)
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
![Page 5: Sage ERP X3 Connector for Sage CRM Ernest Kruger Sage CRM Product Manager](https://reader033.vdocuments.net/reader033/viewer/2022061410/56649d745503460f94a53aec/html5/thumbnails/5.jpg)
Setup and Config• Edit Web.Config file
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Setup and Config
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Setup and Config
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Setup and Config
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Setup and Config• Use X3 Webservices Admin Interface to access the
Webservice Tester (http://localhost:28880/root/)
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Setup and Config
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Setup and Config
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X3 Connector
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X3 Connector
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X3 Connector