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.

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 – a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 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 migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – 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.