GUMU™ for Sage CRM – Sage X3 integration link is real time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice verse.
New Stuff: Implementing Real time synchronization from Sage X3 to Sage CRM using GUMU
From v 7.0 onwards, user can access Sage X3 through web browser. In order to access GUMU configuration screen through web browser we have to first create first GUMU™ module. Administrator user have to follow below steps,
1. Create Menu Module
2. Create Menu item
3. Create Menu Sub Module
GUMU Sage CRM – X3 Integration Video | Blog | Demo Machine
In this blog we will discuss how to create GUMU configuration screen in Sage X3 v7.0 onwards,lets discuss each steps in detail
1. Create Menu Module for GUMU Integration
a. Navigate to Administrator -> Authoring -> Menu Modules
b. Create new Menu Module with below details
Code : YCONFIGURATION
Title : Configuration
Application: X3 ERP
Menu Module
c. Click on Save Button the Menu Module will be created.
2. Create Menu item for GUMU Integration
a. Navigate to Administrator -> Authoring -> Menu items
b. Create new Menu item with below details:
Code : GESYGC
Title : Configuration
Application : X3 ERP
Link type : Function(classic)
Function : GESYGC
Create Menu Item
c. Click on Save Button the Menu Module will be created.
By above steps, we can create Menu Module and Menu items for GUMU configuration screen in Sage X3 side. In our next blog we will go through how to create Menu Sub Modules and Navigation.
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