GUMU™ for Sage CRM – Sage PRO integration is real time bi-directional integration. In this blog, we will go through the steps to configure our GUMU™ for Sage CRM – Sage Pro integration from Sage CRM side. For this, user will have to follow the below steps to configure our GUMU integration.
1. Install the GUMU setup and GUMU workstation setup by referring installation guide.
2. Logon to Sage CRM with a admin user and navigate to Administration → Customization → Component Manager
3. You will see components listed namely GUMU_Pro_Int and GUMU_PRO_OE.
4. Install the component in a sequence.
5. Once these components are installed, you will able to see the Sage Pro ERP Admin button in the administration section.
For configuring GUMU Integration, please follow below steps.
Configure the Sage Pro User :-
Go to Administration -> Users -> Users in the Sage CRM system. In more user Details section, enter Sage PRO user. This Sage PRO user should be admin level dedicated user which will be used for GUMU integration.
GUMU Configuration :-
1. Login to Sage CRM and navigate to Administration section
2. Click on the Greytrix Pro ERP Admin -> New button.
3. Enter the Company configuration details as given below.
Sage ProERP connection key: These key gets generated in sage Pro once you are done with the configuration at Sage Pro Side.
Company ID and Name: Enter the Sage PRO company ID and name which you wants to be integrated with Sage CRM.
Miscellaneous Setting: In miscellaneous setting, user can set the basic setting such as Generate Customer ID, Grid per Row Etc.
Once this is done, user can now user GUMU integration for creating customer from Sage CRM and reading data from Sage Pro ERP.
Greytrix – a globally recognized and one of the oldest Sage 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 X3, Sage Intacct, Sage 100, Sage 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 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 Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at firstname.lastname@example.org. We will be glad to assist you.