Category Archives: Integration

Configure Sage 50 (US) user to access data outside the application

 If you want to access data from outside Sage 50 (US) Peachtree application, then you need to setup a “Peachtree” user under Crystal reports\Data access tab. This is the dedicated user by which any external application can access data from Sage 50. This functionality is available in Sage 50 from Sage 50 2012 version onwards. … Read More »

Instructions for moving GUMU integration to new Sage CRM or Sage 100 server

Planning to move your GUMU integrated Sage 100 server or CRM server to new and advanced one. Some simple steps to be followed to re-configure/Move your GUMU integration in the new server. In this post we will be discussing this steps which need to be followed while moving GUMU integration to new Server. Note: Below… Read More »

Sage Pro ERP Integration with Sage CRM – Troubleshooting Tips

Our GUMU integration integrates various Sage ERP’s with Sage CRM, one of them is Sage Pro. Once user has configured the integration user may come across with few issues which may be due to following reason. 1. Missing some pre-requites during the installation 2. System related issues 3. Data related issues In this blog we… Read More »

Creating Order with existing Opportunity in GUMU Integration

Opportunity tracks leads from first contact to final closure, so that time and resources are ensured to be directed towards the most winnable deals. An opportunity is any potential sale, from a Lead to a Closed Sale. Opportunity Management also ensures the following: Leads are handled by the most qualified sales representatives Automate follow-up activities… Read More »

Import Product in Sage CRM using GUMU Integration

In our previous blog, we discussed about “Importing Customers in Sage CRM using GUMU Integration for Sage CRM-Sage 100 ERP” (formerly Sage MAS 90/200 ERP). Now, we would be explaining step-by-step process of Importing Products in Sage CRM from Sage 100 using GUMU™ Integration. Product needs to be imported to Sage CRM, as only then users would… Read More »