Syncing data from Sage 100 into Salesforce using GUMU™

By | May 30, 2017

Syncing data in our product GUMU™ SAGE ERP 100 Integration for Salesforce, is a powerful feature and it empowers you with the ability to import any data in Salesforce from Sage ERP 100. The feature provides completely dynamic mapping where you can refresh fields and map ERP field with Salesforce field and can fetch and store data in Salesforce. Not just this, we can set relationship between two objects, we can set filters for particular object, chain to another syncing process. This data can further be leveraged to perform analysis using any Wave analytics, Dashboard reporting and visual charts.

Please follow the below steps how to create Entity mapping in integration.
– > Login to Salesforce.
– > Go to App menu and select “GUMU Settings” App from the list.
– > Click on “Import Data” menu to view the entity list page
– > Entity mapping list page will display the Entity Synchronizations as shown in above screen.

Entity Sync New Mapping

Entity Sync New Mapping

You will see “New Entity Mapping” button. Click on “New Entity Mapping” button to create a new mapping.

Entity Sync Chain To

Entity Sync Chain To

– > Enter the details in Entity mapping Detail section. The entity mappings are identified by their names and hence the name should be unique for each Entity mapping.
– > Enter Salesforce object name as the Target entity.
– > Click on Entity look-up to select appropriate Sage ERP 100 entity (e.g.Customer).
– > Chain-To is an optional field. You can chain the import of data using this feature. If the syncing is chained, it would trigger the syncing of the next entity in chain once the current import has been executed.
– > You can even schedule Entity import to run on a regular basis by configuring the Schedule section.

Entity Sync Scheduler

Entity Sync Scheduler

– > Click on “Refresh Fields” and this will bring the list of all the fields in the target entity in the Mapping tab.
– > Map the appropriate ERP fields from Source Field list against Salesforce fields.
– > You can also provide filter for Entity sync to retrieve records based on specified conditions

Entity Sync Filter

Entity Sync Filter

– > Click on “Add Filter Row” button to add filter row. Select source field from list for which you want set filter and add the value for the field.
– > Select the Active checkbox for all the filter criteria that you want before saving the Entity Sync.
– > You can either deactivate the filter by unchecking the active checkbox or remove the filter by selecting the record and hitting the “Remove Filter Row” button.
– > You can set relationship for the Sync, if the target object has a parent in Salesforce (e.g. Account-Contact).

Entity Sync RelationShip

Entity Sync RelationShip

– > To add a relationship, click on “Add Row” button.
– > Select target field from the list.
– > Select source field from the list.
– > Select Parent Object Name from the list of Salesforce Objects (i.e. Account is parent object of Contact object in Salesforce).
– > You can remove relationship by selecting the relation record and clicking on “Remove Row” button.
– > After setting all the information, click on “Save button”. This will create your Entity Mapping.

Completed Entity Sync Setting

Completed Entity Sync Setting

Also Read:
1. Promote Shipping Address in Salesforce – Sage 100 Integration
2. Promote Salesforce Account to Sage 100 Customer
3. Salesforce side configuration for GUMU Salesforce – Sage 100 ERP Integration
4. Creation of Default Entities and Mappings using GUMU™ SAGE 100 ERP Integration for Salesforce

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Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customization’s, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions for Cloud CRM such as Salesforce integration with Sage X3, Sage 100 and Sage 300. We also offer best-in-class Cloud CRM Salesforce customization and development services to business partners and end users. Greytrix have some unique solutions for On-Premise CRM such as Sage CRM integration with Sage X3, Sage 100, Sage 300, Sage 500 and Sage 50 . We also offer best-in-class On-Premise Sage CRM 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.