Configure Salesforce – Sage 300 integration

By | October 3, 2016

GUMU™ for Salesforce – Sage 300 integration is real-time integration which synchronizes data on the bi-directional basis. Once GUMU™ for Salesforce – Sage 300 integration is installed, the next step is to Configure the Salesforce-Sage 300 integration so that GUMU™ can connect to Sage 300 ERP and the two systems can start talking to each other.

Following are the steps to create a new configuration in Salesforce using GUMU™.

  • Login to Salesforce.
  • Go to “GUMU™ Settings” app.
  • Click on “Configuration” module.
GUMU Settings

GUMU™ Settings

  • A list of existing configurations will appear on the screen if configurations have already been created.
  • To create a new Integration, Click on the “New Integration” button.
    Enter the details as follows:
Configuration Page

Configuration Page

  • ERP System: Name of the Sage ERP. Please select “Sage300ERP” to connect to Sage ERP 300 system.
  • Web Service URL: The Sage 300 web service URL to connect the Sage ERP system.
    Name: Enter a name that best describes your integration. The name for Integration should be unique e.g. Sage 300
  • Synchronization: Select the direction to Synchronize data. It can be one way from Sage ERP to Salesforce , Salesforce to ERP or it can be bi-directional as per your business requirement.
    Default: If this checkbox is checked, the Integration being created is treated as default among all the integrations created.
  • Inactive: This defines if the integration is active or not. If checked, the Integration is rendered inactive and the jobs/actions linked to this integration will not be performed.
  • Company Code: Enter Sage 300 ERP Company code you want to integrate the Salesforce with.
  • Username: Enter User ID of the Sage 300 to which connection needs to be created.
  • Password: Enter the password of the above user.

Once all the details are entered, you can test if the connections could be established by clicking on “Test connection” button. If the test succeeds, click on “Save” button to save the integration details.

Now that the connection has been established you can avail all the features of our GUMU™ integration product.

Also Read:
1. Importing Customers/Prospects of Sage ERP X3 into Salesforce
2. Link Existing Salesforce Accounts with ERP Sage X3 Customers
3. Remove linking between Salesforce Accounts and Sage ERP X3 Customer
4. Sage ERP X3 integration with Salesforce.com – An introduction

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Greytrix have some unique solutions for Cloud CRM such as Salesforce integration with Sage X3Sage 100 and Sage 300. We also offer best-in-class Cloud CRM Salesforce customization and development services to business partners and end users.

For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.