How to import customers or vendors into Sage 300 CRM

Steps:

On the Sage 300 Administration screen, click Import Customers or Import Vendors. The Import screen appears.
In the Sage 300 Company Name field, select a Sage 300 company.
Select records to import:
- If you are importing customers, you can select customer records and ship-to address records.
- If you are importing vendors, you can select vendor records, and remit-to address records.
  - Note: If you import ship-to addresses or remit-to addresses, you must also import the associated customer or vendor records at the same time, unless the customer or vendor records have already been imported into Sage CRM.
  - For example, if you had previously imported customers 1000 to 2000, you can select Import Ship-To Addresses for customers 1000 to 2000, without selecting Import Customers.
- You use these import options in conjunction with the From/To Customer Number or From/To Vendor Number fields — see the next step.
Specify the range of customers or vendors that you want to import, or
leave the default values in the From and To fields to import all customers or vendors. We recommend importing no more than 300 entries at a time.
- If you are importing customers, the range you specify is applied to both the Import Customers and Import Ship-To Addresses fields.
- If you are importing vendors, the range you specify is applied to both the Import Vendors and Import Remit-To Addresses fields.
  - Note: In step 3, if you selected only the Import Ship-To Addresses option for customers or only the Remit-To Addresses option for vendors, Sage CRM will import the addresses of the customers or vendors that fall within the specified range.
  - For example, if you specified a customer range from 1000 to 2000, Sage CRM imports the ship-to addresses of customers 1000 to 2000.
Click Import. A list of 100 customers or vendors appears at a time while they are
being imported.
- Note: If you are importing data from a large database for the first time, the import process may take a long time.
- When the process is complete, Sage CRM displays the number of customers or vendors (and ship-to or remit-to addresses) imported, and the Continue button appears.
Click Continue to return to the Sage 300 Administration screen.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.