In our previous blog, we have just summarized introduction of GUMU™ for Sage CRM – Sage Intacct Integration product. Moving further in this blog, we will go through configuring GUMU™ for Sage CRM – Sage Intacct integration from Sage CRM after installing the GUMU™ Integration setup.
Check Product: Sage Intacct Integration
At the time of GUMU™ setup installation, we have to enter all the details for Sage Intacct credentials which will be saved automatically in this GUMU™ Configuration page. If there are any changes, you can always edit/update from this page.
For Configuring Sage CRM with Sage Intacct, follow below steps:
- Go to Sage CRM Administration menu.
- Click on Sage Intacct -> Configuration -> Click on hyperlink of your Sage Intacct Company -> Click on Change button. It will navigate you to below GUMU™ Configuration edit screen.
The user can update the details in this GUMU™ configuration page. The GUMU™ Configuration entry fields are explained in the table below.
|Sage Intacct Web service URL||Sage Intacct Web service URL. This will load automatically.|
|Sage Intacct Company Name||Enter the Sage Intacct Company name.|
|Sender ID||Enter Sender User ID of Sage Intacct. This is the User ID provided by Sage Intacct to access Sage Intacct data through its web services.|
|Sender Password||Enter Sender User’s Password|
|Sync||Select the synchronization setting option in which you want data to be flow.|
|1. INTACCT TO CRM: – If a user sets this option data will flow only one way from Sage Intacct to Sage CRM.|
|2. CRM TO INTACCT: – If a user sets this option data will flow only from Sage CRM to Sage Intacct.|
|3. Both: If a user sets this option, GUMU™ will synch data on a bi-directional basis|
|Sage Intacct User Name||Enter Admin level Sage Intacct Application User Name.|
|Sage Intacct Password||Enter Sage Intacct User’s password|
|Domain name||Enter Sage CRM Window domain name|
|Windows Username||Enter domain Windows username. This user should have administrator-level rights.|
|Windows Password||Enter Sage CRM Windows password|
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Greytrix caters to a wide range of offerings for Sage Intacct – a Sage Business Cloud Solution. This include migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce. We also offer best-in-class Sage Intacct Development Services, consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide.
For more information on Sage Business Cloud Solutions, please contact us at email@example.com. We will be glad to assist you.