{"id":1786,"date":"2012-04-26T12:37:33","date_gmt":"2012-04-26T12:37:33","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=1786"},"modified":"2018-10-15T09:38:26","modified_gmt":"2018-10-15T09:38:26","slug":"salesperson-mapping-functionality-in-gumu-sage-100-erp-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/04\/26\/salesperson-mapping-functionality-in-gumu-sage-100-erp-integration\/","title":{"rendered":"Salesperson Mapping Functionality in GUMU™ Sage 100 ERP integration"},"content":{"rendered":"

In our GUMU™ integration, we can make use of Salesperson mapping functionality for linking Sage CRM users with Sage 100 (MAS 90\/200) Salesperson. This functionality integrates Account Manger field<\/strong> in SageCRM with MAS 90\/200 Salesperson<\/strong> field. Please refer the below screenshot.
\n\"\"<\/a>\"\"<\/a>Once Salesperson Mapping functionality is established and territories are build \u00a0it will provide all the Sage CRM users with restricted records access in Sage CRM. This functionality can allow Sage CRM users to view only their accounts. Watch Now-\u00a0https:\/\/www.youtube.com\/watch?v=SxjUj2hKubw<\/a><\/p>\n

Steps for Mapping Salesperson: – For mapping MAS Salesperson with Sage CRM users using GUMU integration,<\/p>\n

    \n
  1. Please make sure that you check the Integrate Account Manager with Salesperson<\/strong> checkbox while making GUMU configuration for that MAS company code.
    \nIf you configure GUMU integration and do not check the checkbox then it will not map salesperson even if you have mapped salesperson in Salesperson mapping section.<\/li>\n<\/ol>\n

    \"\"<\/a><\/p>\n

      \n
    1. Go to Administration -> MAS 90\/200 Administration -> \u00a0MAP MAS 90 Salesperson<\/strong> .<\/li>\n
    2. MAP the respective MAS 90 Salesperson with Sage CRM users you wish. For eg. Please refer the below screenshot in which I have mapped MAS Salespersons with System Administrator and Brian Little CRM users.
      \n      \"\"<\/a><\/li>\n
    3. This will map your MAS salesperson field with Sage CRM account manager\/user field bi-directionally. i.e. from above-mapped salespersons in the screenshot,<\/li>\n<\/ol>\n

      a.<\/strong>MAS to Sage CRM side:-\u00a0<\/strong>If you import any customer from MAS 90\/200 using Import Customer<\/strong> GUMU feature which contains Jim Gieger<\/strong> as a salesperson value.Then in Sage CRM while creating\/updating that company, Account Manger value will be set\u00a0 as Brian Little <\/strong>as he is the Sage CRM user mapped with\u00a0 Jim Gieger <\/strong>in the Salesperson Mapping<\/strong>.
      \nb.<\/strong>Sage CRM to MAS :-\u00a0<\/strong>If you create any new company in Sage CRM and try to promote it to MAS 90\/200 then while promoting that company to MAS, it will auto load the MAS salesperson in the salesperson field which is already mapped with that company\u2019s Account manager field in also person mapping.
      \nFor more information on our GUMU MAS 90 Integration with Sage CRM, \u00a0visit our       Product Page<\/a> for Trial, Videos and feature lists.<\/p>\n

      About Us<\/strong><\/span>
      \n      Greytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

      Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

      Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

      For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

      In our GUMU™ integration, we can make use of Salesperson mapping functionality for linking Sage CRM users with Sage 100 (MAS 90\/200) Salesperson. This functionality integrates Account Manger field in SageCRM with MAS 90\/200 Salesperson field. Please refer the below screenshot. Once Salesperson Mapping functionality is established and territories are build \u00a0it will provide all\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[192,332],"tags":[1238,1286,1567,1959,1978,3694,2031,2157,2223],"class_list":["post-1786","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","tag-gumu","tag-gumumas","tag-mapping","tag-sage-100","tag-sage-200","tag-sage-crm-sage-100-erp-integration","tag-sage-crm-7-1","tag-sage-mas-90","tag-salesperson"],"yoast_head":"\nSalesperson Mapping Functionality in GUMU™ Sage 100 ERP integration - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/04\/26\/salesperson-mapping-functionality-in-gumu-sage-100-erp-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Salesperson Mapping Functionality in GUMU™ Sage 100 ERP integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our GUMU™ integration, we can make use of Salesperson mapping functionality for linking Sage CRM users with Sage 100 (MAS 90\/200) Salesperson. This functionality integrates Account Manger field in SageCRM with MAS 90\/200 Salesperson field. Please refer the below screenshot. 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