Sage ERP X3 Connector for Sage CRM Ernest Kruger Sage CRM Product Manager

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