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.
| 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 sagecloud@greytrix.com. We will be glad to assist you.