Syncing Sage 300 CRE Customers with ServiceTrade Companies

Derek Torres
Derek Torres
  • Updated

Prerequisites

ST-Prerequisite-Header.jpg

Walkthrough

Video Walkthrough

  1. Go to Accounts Receivable.
  2. Click Setup.
  3. Then click Customer.
  4. Enter the following information:
    • Customer ID (ServiceTrade External System ID)      
    • Customer Name
    • Address
    • City
    • State
    • Postal Code
    • Status
    • Telephone
      Sage300-1.png
  5. The Pixis Manager Console App syncs the following Sage 300 CRE AR Customer Data fields with ServiceTrade.
    • Customer ID (ServiceTrade External System ID)
    • Customer Name
    • Address
    • City
    • State
    • Postal Code
    • Status
    • Telephone

Field Mapping

Sage300

ServiceTrade

Notes

Customer

-

ServiceTrade System ExternalID

Name

Name

  

Address_1

Address_2

Address

"Address_1 + Address_2" as multiline address

City

City

  

State

State

  

Postal Code

Zip Code

  

Status

Status

  

Telephone

Phone

Depends on the "UseContacts" option. Customer Contact phone if "yes", otherwise General Telephone

 

Note: ServiceTrade recommends using AR Customer Type as Service within
File > Company Settings >Custom Descriptions 

The AR Customer Export Task default is to Run. This automatically syncs Customer Data from Sage 300 CRE to ServiceTrade in specified time intervals.  

 

Video Walkthrough

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