{"id":9617,"date":"2015-01-31T18:33:46","date_gmt":"2015-01-31T18:33:46","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9617"},"modified":"2015-01-31T18:33:46","modified_gmt":"2015-01-31T18:33:46","slug":"gumu-for-sage-crm-sage-pro-integration-sage-pro-side-configuration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/31\/gumu-for-sage-crm-sage-pro-integration-sage-pro-side-configuration\/","title":{"rendered":"GUMU for Sage CRM \u2013 Sage PRO integration \u2013 Sage PRO side configuration"},"content":{"rendered":"<p>Our GUMU for Sage CRM \u2013 Sage Pro is a real time integration link just like our other integration products <a title=\"GUMU for Sage CRM - Sage 100\" href=\"http:\/\/www.greytrix.com\/Product\/18\/Sage-CRM\/GUMU---Sage-100-ERP-Integration\" target=\"_blank\">GUMU Sage CRM &#8211; Sage 100<\/a>, \u00a0<a title=\"GUMU for Sage CRM - MAS 500\" href=\"http:\/\/www.greytrix.com\/Product\/19\/Sage-CRM\/GUMU---Sage-500-ERP-Integration\" target=\"_blank\">GUMU Sage CRM &#8211; MAS 500<\/a>, \u00a0etc. \u00a0In this blog post, we will go through the steps to configure GUMU for real time changes from Sage Pro to Sage CRM.<br \/>\n<strong><span style=\"color: #993300;\">New Stuff<\/span><\/strong> : <a title=\"GUMU Sage CRM side configuration for Sage 100 ERP Integration\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/31\/gumu-sage-crm-side-configuration-for-sage-100-erp-integration\/\" target=\"_blank\">GUMU Sage CRM side configuration for Sage 100 ERP Integration<\/a><br \/>\nOnce you are done with Sage CRM side configuration and Sage PRO side component installation, you will have to follow below steps for configuring GUMU for \u00a0real time update from Sage Pro to Sage CRM.<br \/>\n1. \u00a0 Navigate to maintain &gt; CRM Integration &gt; CRM Integration.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/01\/Image13.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-9643\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/01\/Image13.jpg\" alt=\"Image1\" width=\"623\" height=\"201\" \/><\/a><br \/>\n2. \u00a0 This will open the Greytrix CRM integrations screen as shown below<br \/>\n<img decoding=\"async\" class=\"aligncenter size-large wp-image-9644\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/01\/Image22.jpg\" alt=\"Image2\" width=\"589\" height=\"368\" \/><br \/>\n3. \u00a0 Enter the Company ID for the company which you want to integrate with Sage CRM and click OK to create an integration record for the selected company.<br \/>\n4. \u00a0 Enter the following information in the <strong>Sage Pro ERP Connection to CRM<\/strong> tab of the <strong>Greytrix Sage CRM Integration Maintenance<\/strong> dialog box fields<br \/>\n&#8211; \u00a0 <strong>Web Service URL<\/strong>: Enter the Sage CRM web service URL.<br \/>\n&#8211; \u00a0 <strong>User<\/strong>: Enter the Sage CRM user ID. You can enter any admin level valid Sage CRM user ID set up with the external Login allowed and web service access user option. This user should have full access to Company\/person\/email\/phone\/address entity.<br \/>\n&#8211; \u00a0 <strong>Password<\/strong>: Enter the Sage CRM user\u2019s password.<br \/>\n&#8211; \u00a0 Check the check box of <strong>AR Integration to CRM<\/strong>. This will activate Sage Pro side integration.<br \/>\n<img decoding=\"async\" class=\"aligncenter size-large wp-image-9645\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/01\/Image31.jpg\" alt=\"Image3\" width=\"589\" height=\"368\" \/><br \/>\n5 \u00a0 Click <strong>Test CRM Connection<\/strong> to validate that the connection to Sage CRM web services (before this, please make sure the <strong>GUMU Workstation<\/strong> setup is installed at Sage Pro and CRM server).<br \/>\n6 \u00a0 Click on the <strong>CRM Connection to Sage Pro ERP<\/strong> tab. \u00a0If Sage Pro ERP is installed with a Microsoft Visual FoxPro database, following fields will appear on the left margin.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-9646\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/01\/Image42.jpg\" alt=\"Image4\" width=\"586\" height=\"368\" \/><br \/>\n&#8211; \u00a0 <strong>Domain Name<\/strong>: Enter the domain name where <strong>Sage CRM<\/strong> and <strong>Sage PRO<\/strong> systems reside.<br \/>\n&#8211; \u00a0 <strong>Windows User Name:<\/strong> Enter windows admin level domain user name for Impersonation purpose. This domain user should be able to login to both Sage PRO as well as Sage CRM server.<br \/>\n&#8211; \u00a0 <strong>Windows Password<\/strong>: Enter the password for the above windows user.<br \/>\n&#8211; \u00a0 <strong>Retype Password<\/strong>: Reenter the password for the Impersonation Account.<br \/>\nFill in all the above details to complete the configuration of GUMU Integration for real time changes from Sage CRM to Sage Pro.<br \/>\n<span style=\"color: #993300;\"><strong>Also Read<\/strong>:<\/span><br \/>\n1. <a title=\"Sage Pro ERP Integration with Sage CRM \u2013 Troubleshooting Tips\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/12\/30\/6258\/\" target=\"_blank\">Sage Pro ERP Integration with Sage CRM \u2013 Troubleshooting Tips<\/a><br \/>\n2. <a title=\"Greytrix releases new GUMU SageCRM integration with Sage Pro ERP\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/03\/03\/greytrix-releases-new-gumu-sagecrm-integration-with-sage-pro-erp\/\" target=\"_blank\">Greytrix releases new GUMU SageCRM integration with Sage Pro ERP<\/a><br \/>\n3. <a title=\"Sage CRM with Sage Pro Multi Company\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/07\/29\/sage-crm-with-sage-pro-multi-company\/\" target=\"_blank\">Sage CRM with Sage Pro Multi Company<\/a><br \/>\n4. <a title=\"Greytrix \u2013 Sage CRM \u2013 Web OE for Pro\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/05\/25\/greytrix-sage-crm-web-oe-for-pro\/\" target=\"_blank\">Greytrix \u2013 Sage CRM \u2013 Web OE for Pro<\/a><br \/>\n&nbsp;<br \/>\n&nbsp;<br \/>\n&nbsp;<br \/>\n&nbsp;<br \/>\n&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our GUMU for Sage CRM \u2013 Sage Pro is a real time integration link just like our other integration products GUMU Sage CRM &#8211; Sage 100, \u00a0GUMU Sage CRM &#8211; MAS 500, \u00a0etc. \u00a0In this blog post, we will go through the steps to configure GUMU for real time changes from Sage Pro to Sage\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/31\/gumu-for-sage-crm-sage-pro-integration-sage-pro-side-configuration\/\">Read More &raquo;<\/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":[192,1],"tags":[740,1238,1435,2190],"class_list":["post-9617","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-uncategorized","tag-configuration","tag-gumu","tag-integration","tag-sagepro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>GUMU for Sage CRM \u2013 Sage PRO integration \u2013 Sage PRO side configuration - 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\/2015\/01\/31\/gumu-for-sage-crm-sage-pro-integration-sage-pro-side-configuration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GUMU for Sage CRM \u2013 Sage PRO integration \u2013 Sage PRO side configuration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Our GUMU for Sage CRM \u2013 Sage Pro is a real time integration link just like our other integration products GUMU Sage CRM &#8211; 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