GUMU™ for Sage Intacct – Sage CRM Integration: Sage CRM Side Configuration

By | June 28, 2018

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:

  1. Go to Sage CRM Administration menu.
  2. 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.

Field Description
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

About Us
Greytrix – a Sage Intacct 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.

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 We will be glad to assist you.