{"id":9798,"date":"2015-02-28T10:51:44","date_gmt":"2015-02-28T10:51:44","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9798"},"modified":"2020-06-10T10:25:31","modified_gmt":"2020-06-10T10:25:31","slug":"gumu-for-sage-crm-sage-pro-integration-sage-crm-side-configuration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/02\/28\/gumu-for-sage-crm-sage-pro-integration-sage-crm-side-configuration\/","title":{"rendered":"GUMU for Sage CRM \u2013 Sage PRO integration \u2013 Sage CRM side configuration"},"content":{"rendered":"<p>GUMU&#x2122; for Sage CRM \u2013 Sage PRO integration is real time bi-directional integration. In this blog, we will go through the steps to configure our GUMU&#x2122; for Sage CRM \u2013 Sage Pro integration from Sage CRM side. For this, user will have to follow the below steps to configure our GUMU integration.<\/p>\n<p><strong>New Stuff<\/strong>\u00a0:\u00a0<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\" rel=\"noopener noreferrer\">GUMU Sage CRM side configuration for Sage 100 ERP Integration<\/a><\/p>\n<p>1.\u00a0\u00a0 Install the GUMU setup and GUMU workstation setup by referring installation guide.<br \/>2.\u00a0\u00a0 Logon to Sage CRM with a admin user and navigate to Administration \u2192 Customization \u2192 Component Manager<br \/><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/02\/ProImage.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-9799\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/02\/ProImage.png\" alt=\"ProImage\" width=\"800\" height=\"172\" \/><\/a>3. You will see components listed namely <strong>GUMU_Pro_Int<\/strong> and <strong>GUMU_PRO_OE<\/strong>.<br \/>4. Install the component in a sequence.<br \/>&#8211;\u00a0\u00a0\u00a0\u00a0 GUMU_Pro_Int<br \/>&#8211;\u00a0\u00a0\u00a0\u00a0 GUMU_PRO_OE<br \/>5. Once these components are installed, you will able to see the Sage Pro ERP Admin button in the administration section.<br \/><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/02\/ProImage02.png\"><img decoding=\"async\" class=\"aligncenter wp-image-9801\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/02\/ProImage02.png\" alt=\"ProImage02\" width=\"800\" height=\"298\" \/><\/a>For configuring GUMU Integration, please follow below steps.<br \/><strong>Configure the Sage Pro User :-<\/strong><br \/>Go to Administration -&gt; Users -&gt; Users in the Sage CRM system.\u00a0 In more user Details section, enter Sage PRO user. This Sage PRO user should be admin level dedicated user which will be used for GUMU integration.<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/02\/ProImage03.png\"><br \/><\/a><br \/><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/02\/ProImage031.png\"><img decoding=\"async\" class=\"aligncenter wp-image-9825\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/02\/ProImage031.png\" alt=\"ProImage03\" width=\"800\" height=\"74\" \/><\/a><br \/><strong>GUMU Configuration<\/strong> :-<br \/>1.\u00a0\u00a0 Login to Sage CRM and navigate to Administration section<br \/>2.\u00a0\u00a0 Click on the Greytrix Pro ERP Admin -&gt; New button.<br \/>3.\u00a0\u00a0 Enter the Company configuration details as given below.<br \/><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/02\/ProImage04.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-9826\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/02\/ProImage04.png\" alt=\"ProImage04\" width=\"801\" height=\"271\" \/><\/a><strong>Sage ProERP connection key<\/strong>: These key gets generated in sage Pro once you are done with the configuration at Sage Pro Side.<br \/><strong>Company ID and Name:<\/strong> Enter the Sage PRO company ID and name which you wants to be integrated with Sage CRM.<br \/><strong>Miscellaneous Setting<\/strong>: In miscellaneous setting, user can set the basic setting such as Generate Customer ID, Grid per Row Etc.<br \/>Once this is done, user can now user GUMU integration for creating customer from Sage CRM and reading data from Sage Pro ERP.<\/p>\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>GUMU&#x2122; for Sage CRM \u2013 Sage PRO integration is real time bi-directional integration. In this blog, we will go through the steps to configure our GUMU&#x2122; for Sage CRM \u2013 Sage Pro integration from Sage CRM side. For this, user will have to follow the below steps to configure our GUMU integration. New Stuff\u00a0:\u00a0GUMU Sage\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/02\/28\/gumu-for-sage-crm-sage-pro-integration-sage-crm-side-configuration\/\">Read More &raquo;<\/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":[192],"tags":[740,1238,1290,1435,1812],"class_list":["post-9798","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","tag-configuration","tag-gumu","tag-gumupro","tag-integration","tag-pro"],"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 CRM 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\/02\/28\/gumu-for-sage-crm-sage-pro-integration-sage-crm-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 CRM side configuration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU&#x2122; for Sage CRM \u2013 Sage PRO integration is real time bi-directional integration. 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