Sage 100 user mapping with Sage CRM User

By | August 29, 2014

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.

GUMU™ Sage 100 Integration  Trial | Video | Blog | Demo Machine

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)
UserStep 2:- Select desired Sage CRM user.
Step 3:- Configure the Sage 100 user in fields present on “More user details” panel.
UesserNow 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.
User22Please 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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Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.