Prerequisites
- Requires ServiceTrade Premium or Enterprise Subscription license.
- Pixis Manager Console App for Sage 300 CRE
- Export Customers Sync
Walkthrough
- Go to Accounts Receivable.
- Click Setup.
- Then click Customer.
- Enter the following information:
- Customer ID (ServiceTrade External System ID)
- Customer Name
- Address
- City
- State
- Postal Code
- Status
- Telephone
- 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