The connection to Sage X3 Web Services allow the flow of information from Sage X3 to Skynamo and from Skynamo to Sage X3. The Sage X3 information is regarded as the master data set and overwrites the information in Skynamo. 

Below is a diagram showing the flow of information between Sage X3 and Skynamo.

From Sage X3 to Skynamo

Contacts > Customers

Customers in Sage X3 will be imported in Skynamo and the Account number specified in Sage X3 will be used as the customer code in Skynamo.  To find the corresponding customer in Skynamo, users can search on the customer code or name. The account number is used as the unique identifier so the import will not add additional customers if the customer code already exists in Skynamo. The customer information will, however, be updated if the corresponding account was changed in Sage X3.

Products > Products

Products in Sage X3 are imported as products in Skynamo if they have an product code specified. To find the corresponding product in Skynamo, users can search on the product code or name. The product code in Sage X3 corresponds to the product code in Skynamo and is used as the unique identifier. The import will not add additional products if the product code already exists in Skynamo. The product information will, however, be updated on a schedule if it is changed in Sage X3.

Invoices > Invoices

Historical invoices in Sage X3 relating to the customers and products are imported as Invoices and are available in Skynamo on each customer's timeline. This is limited to the customers that have account numbers specified and only products with product codes are imported.

From Skynamo to Sage X3

Orders > Orders

When an order is placed on Skynamo an order is automatically added in Sage X3. The invoice will be created with the default style, settings and tax rates in Sage X3.

Quotes > Quotes

When a quote is placed on Skynamo, a quote is automatically added in Sage X3.  The quote will be created with the default style, settings and tax rates in Sage X3.

Credit Requests > Credit Requests

When a credit request is placed on Skynamo, a credit note is automatically added in Sage X3.  The credit note will be created with the default style, settings and tax rates in Sage X3.