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product_xidgenerator_1350x530

Bringing Order and Intelligence to Your SageCRM Data

Flexible, Custom Sequences for Every Entity

XIDGenerator provides the easiest way to generate auto-sequence numbering for any SageCRM entity. Whether you need to track support tickets, invoices, or custom records, our tool allows you to define unique identifiers instantly.

Support virtually any format with options for prefixes, suffixes, zero padding, and starting numbers—all without complex coding or additional customization.

id generation made easy

Total Custom Unique ID

Choose your specific format including prefixes, suffixes, and zero padding to match your internal tracking systems perfectly.

Multi-Field Support

Create more than one auto-increment field in a single entity, giving you granular control over different data types.

Retroactive Updates

Don't just track the new; generate serial numbers for your existing records to bring your entire database into alignment.

Key Features of XIDGenerator

Eliminate manual entry errors and ensure data integrity. XIDGENERATOR offers a robust set of tools designed to save time and increase administrative efficiency.

Universal Entity Support

Unique numbering ensuring consistent tracking across your entire system.

Seamless Workflow Integration

Workflows integrate well and IDs generate correctly even during complex automated processes.

Easy Admin Configuration

Administrators can set up and configure fields easily. The intuitive interface means you can launch new numbering systems quickly without developer intervention.

Instant Efficiency

Automated ID creation saves time and increases efficiency, allowing your team to focus on data management rather than data entry.

No-Code Setup

Configure fields quickly without additional customization. Achieve complex numbering formats strictly through configuration, not code.

xIDGENERATOR SCREENS

This screen shows how XIDGenerator is accessed from the Administration section of Sage CRM.

This is the main Administration screen of  XIDGenerator. This further allows to access XIDGenerator’s Sequences and Entity-Field Configurations. 

Administration screen of  XIDGenerator that allows to Create Sequence and List all Sequences.

Administration screen of  XIDGenerator that allows to Create Sequence and List all Sequences.

Administration screen of  XIDGenerator that allows to Create Sequence and List all Sequences.

Administration screen of  XIDGenerator that allows to Create Sequence and List all Sequences.

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What is XIDGenerator?

XIDGENERATOR is a custom Sage CRM component that automatically generates unique, configurable identifiers for various Sage CRM entities (Companies, Persons, Opportunities, Cases, etc.). It replaces standard auto-numbering with flexible, rule-based ID generation.

What versions of Sage CRM does XIDGenerator support?

XIDGENERATOR supports SageCRM versions 2024 and 2025R1. Check the product documentation for specific version compatibility.

What entities can XIDGenerator create IDs for?

  • Companies

  • Persons

  • Opportunities

  • Cases

  • Leads

  • Quotes

  • Orders

  • Communications

  • Solutions

  • Custom entities

How do I configure a new ID generator?

Navigate to Administration → XIDGenerator → XIDGenerator Entity-Field Configurer. Click “New” and configure:

  1. Select the target Entity (Company, Person, etc.)

  2. Select the Field that will store the generated ID

  3. Choose a Sequence (defines the numbering pattern)

  4. Configure Prefix and Suffix options

  5. Set Padding length and character

  6. Save the configuration

What are the different Prefix/Suffix types?

XIDGenerator supports three types:

TypeDescriptionExample
TextStatic text"CMP-"
FieldValueValue from another field{comp_city}
CurrentUserInitialsLogged-in user’s initials"JD"
Does XIDGenerator work with existing records?

By default, XIDGenerator only affects NEW records. We can extend our services to refresh existing records values to match the XIDGENERTOR sequences. 

How do I backup and restore XIDGenerator configurations?

XIDGenerator stores configuration in these tables:

  • XIDGeneratorConfig – Entity configurations

  • XIDGeneratorSequence – Number sequences

Backup these tables along with your regular CRM database backup.

How do I reset a sequence?

To reset a sequence:

  1. Go to XIDGenerator Sequence list

  2. Open the sequence

  3. Set “Starting Number” to desired value

  4. Save

  5. Warning: This may cause duplicates if not managed carefully

What permissions are needed to configure XIDGenerator?

Users need:

  • Administration access in Sage CRM

  • Customization rights for entity configuration

Can XIDGenerator be disabled temporarily?

Yes, you can:

  1. Deactivate individual configurations

  2. Disable database triggers

  3. Set sequences to Inactive

  4. Remove configuration entries

Warning: Disabling may cause inconsistent ID generation when re-enabled.

Downloads

User Guide
Installation Guide