Category Archives: Integration

Allow users to edit additional user preferences options on their own.

In Sage CRM Preferences tab is enabled for everyone and individual user can have control over the way the information needs to be displayed. User can set the display of information to better suit the way they work. Example, for sales representative user, their main interest is probably the status of existing opportunities. Using the… Read More »

Add Profile rights for User's Parent territories and their Sibling territories.

Sage CRM allows us to define access rights across the organization to Users by using Security Profiles and Territories. Sometime it becomes difficult to manually update each Territory security profile rights. But there is an inbuilt feature in Sage CRM where you can Mass update all Parent territories, Security profile and also there sibling territories… Read More »

How to Disable GUMU™ Sage 100 module for Sage 100 company code in Sage 100

In today’s blog, we will discuss about how to disable GUMU™ module for any company code in sage 100. New Stuff: Switch between Opportunity and Order/Quotes in Sage CRM By performing following simple steps, user can disable GUMU™ module from Sage 100. 1. Before starting please take complete backup of Sage 100 system. 2. Login… Read More »

New Features in GUMU™ for Sage CRM – Sage X3 Integration – Bulk Import Product

In our previous blog, we discussed about Bulk Import Customer feature where in user can import customers from Sage X3 to Sage CRM . Today, in this blog we will go through how to import products in bulk from Sage X3 to Sage CRM using Bulk Product Import functionality using GUMU™ Sage CRM – Sage… Read More »

New Features in GUMU™ for Sage CRM – Sage X3 Integration – Bulk Import Customer

Our GUMU™ for Sage CRM – Sage X3 integration, user can sync all the customers, products from Sage X3 to Sage CRM using Import process. Sage CRM user can see all the invoice history data and Sales orders data from Sage CRM on real time basis. New Stuff: Setting require of – Bulk Import from Sage X3… Read More »

Troubleshooting an error message of GUMU™ integration-‘Unable to find Sage CRM credentials, set it now?’

GUMU™ for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage ERP’s to Sage CRM and vice versa. Today in this blog, we will discuss about troubleshooting tips for resolving an error message related to ‘Unable to find Sage CRM credentials, set it now?’… Read More »

GUMU™ for Sage CRM-Sage 500 integration is now compatible with Sage CRM 2017 R2 (7.4) and Sage 500 v2017(7.8)

GUMU™ for Sage CRM – Sage 500 application is a real time bi-directional integration link. Using this link user can import customers and products from Sage 500 to Sage CRM. Sage CRM user can promote customers, orders and all the data related with it in Sage 500. New Stuff: TroubleShooting Tips in Sage 500- Sage… Read More »

How to enable GUMU™ Sage 100 module for Sage 100 company code in Sage 100

How to enable GUMU™ Sage 100 module for Sage 100 company code in Sage 100 GUMU™ for Sage CRM – Sage 100 integration is real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa.Today in this blog we will discuss about how to enable GUMU™ Sage… Read More »

Setting require of – Bulk Import from Sage X3 to Sage CRM

Today, in this blog we will discuss about the setting required for Importing Customer/Products from Sage X3 to Sage CRM in Bulk using GUMU™ Sage CRM – Sage X3 Integration. New Stuff: New Features in GUMU™ for Sage CRM – Sage X3 Integration – Link Business Partners Please follow the below steps to configure ERP X3 database… Read More »

New Features in GUMU™ for Sage CRM – Sage X3 Integration – Auto Link

In our previous blog, we gone through Link Business feature which we have added in our latest version of GUMU™ Integration. New Stuff: New Features in GUMU™ for Sage CRM – Sage X3 Integration – Link Business Partners Today in this blog, we will discuss about Auto Link feature which is a part of Link Business Partner… Read More »