GUMU™ for Sage CRM – Sage 100 integration is a real time, bi-directional link. In our last post, we went through the GUMU Integration pre-requisites. Recently, we have added a feature where Sage CRM system administrator can map a Sage 100 user with a Sage CRM user. Today in this blog post, we will go through this functionality.
New Stuff: GUMU for Sage CRM – Sage ERP X3 Integration
Using this functionality, whenever a user promotes any customer OR orders from Sage CRM to Sage 100, records get created in Sage 100 with corresponding Sage 100 user id which is mapped with Corresponding Sage CRM user.
Let’s walk through the steps to map a Sage 100 user and a Sage CRM user.
Step 1:- Find the Sage CRM user for which you want to map the Sage 100 user by going to Administration > Users > Users (as shown below)
Step 2:- Select desired Sage CRM user.
Step 3:- Configure the Sage 100 user in fields present on “More user details” panel.
Now if the CRM “admin” user (for which we have configured Sage 100 “john” user) creates and promotes any customer or order from Sage CRM to Sage 100, it will create that record in Sage 100 with john’s user id.
Please note that, in case, if GUMU integration comes across any error while login to Sage 100 for writing Sage CRM changes to Sage 100 OR if no user is mapped with Sage CRM user then GUMU uses the Sage 100 login details configured in GUMU configuration.
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