{"id":8559,"date":"2014-08-29T11:03:50","date_gmt":"2014-08-29T11:03:50","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8559"},"modified":"2023-10-04T06:39:59","modified_gmt":"2023-10-04T06:39:59","slug":"sage-crm-and-sage-100-user-configurations-for-gumu-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/29\/sage-crm-and-sage-100-user-configurations-for-gumu-integration\/","title":{"rendered":"Sage CRM and Sage 100 user configurations for GUMU integration"},"content":{"rendered":"

GUMU\u2122 for Sage CRM \u2013 Sage 100 ERP is a real time, bi-directional link. For syncing data between Sage CRM and Sage 100 application, we need dedicated Sage CRM and Sage 100 users for configuring it within integration. Today, we will go through the user settings required for these users.
\nNew Stuff<\/strong><\/span>: Steps to Import Sage ERP X3 Customers in Sage CRM<\/a>
\nFor a Sage CRM user<\/strong>
\nFor writing Sage 100 changes in Sage CRM, we would require a dedicated Sage CRM user. This Sage CRM user needs to be configured in GUMU Module of Sage 100 Application. (Please refer the below image).
\n\"Blog\"<\/a>
\nA dedicated Sage CRM user used in GUMU integration needs to have the following settings.
\n1.\u00a0\u00a0\u00a0 In Sage CRM, go to Administration -> Users -> Users section.
\n2.\u00a0\u00a0\u00a0 Search and click on the user which you want to configure in GUMU Integration.
\n3.\u00a0\u00a0\u00a0 In the Security section, set the below options to the specified values.
\n–\u00a0\u00a0\u00a0\u00a0\u00a0 Allow Web Service Access :-\u00a0 True
\n–\u00a0\u00a0\u00a0\u00a0\u00a0 External Logon Allowed :-\u00a0 True
\n–\u00a0\u00a0\u00a0\u00a0\u00a0 Administration:-\u00a0 System admin
\n–\u00a0\u00a0\u00a0\u00a0\u00a0 Profile Name :- unrestricted Profile
\n\"\"<\/a><\/p>\n

For a Sage 100 User<\/strong>
\nGUMU also needs 1 dedicated Sage 100 user license with full admin rights which will be used for integrating both the systems. This user will be configured in GUMU\u2122 configuration in Sage CRM for GUMU Sage 100 administration section as shown in below screenshot.
\n\"blog2\"<\/a>
\nA dedicated Sage 100 user used in GUMU integration needs to have the following setting.
\n1.\u00a0Allowing external access to Sage 100 Company:-
\nIn order to integrate any Sage 100 company code with Sage CRM, Allow External Access<\/strong> checkbox should be checked for that Sage 100 Company code as given in below screenshot. You can do this by going to Library Master > Company Maintenance
\n2.\u00a0The dedicated Sage 100 user should have full access with admin level role in Sage 100 User maintenance and Role Maintenance.
\n\"blog3\"<\/a><\/p>\n

Also read<\/span><\/strong>:-
\n1.\u00a0\u00a0 GUMU\u2122 Pre-requisite Setting for IIS<\/a>
\n2.\u00a0\u00a0 GUMU Integration loads all type of pricing on real time basis<\/a>
\n3.\u00a0\u00a0 GUMU for Sage CRM \u2013 Sage 100 ERP integration video tutorials<\/a>
\n4.\u00a0\u00a0 Checklist for installing GUMU for Sage CRM \u2013 Sage 100<\/a>
\n5.\u00a0\u00a0 GUMU Sage 100 Tips \u2013 Items are not getting hyperlinked in Sage100 Item Lookup<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

GUMU\u2122 for Sage CRM \u2013 Sage 100 ERP is a real time, bi-directional link. For syncing data between Sage CRM and Sage 100 application, we need dedicated Sage CRM and Sage 100 users for configuring it within integration. Today, we will go through the user settings required for these users. New Stuff: Steps to Import\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,192,332],"tags":[1123,1238,1286,1571,1959,2539],"class_list":["post-8559","post","type-post","status-publish","format-standard","hentry","category-configuration","category-integration-sage-crm","category-sage-crm","tag-external-access","tag-gumu","tag-gumumas","tag-mas-90","tag-sage-100","tag-user-setting"],"yoast_head":"\nSage CRM and Sage 100 user configurations for GUMU 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\/2014\/08\/29\/sage-crm-and-sage-100-user-configurations-for-gumu-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM and Sage 100 user configurations for GUMU integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU\u2122 for Sage CRM \u2013 Sage 100 ERP is a real time, bi-directional link. For syncing data between Sage CRM and Sage 100 application, we need dedicated Sage CRM and Sage 100 users for configuring it within integration. Today, we will go through the user settings required for these users. 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